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JPMorgan Equity Premium Income ETF

1,253 hedge funds and large institutions have $24.8B invested in JPMorgan Equity Premium Income ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 658 increasing their positions, 284 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 50

132% more repeat investments, than reductions

Existing positions increased: 658 | Existing positions reduced: 284

52% more capital invested

Capital invested by funds: $16.3B → $24.8B (+$8.46B)

15% more funds holding in top 10

Funds holding in top 10: 124142 (+18)

13% more funds holding

Funds holding: 1,1051,253 (+148)

38% less call options, than puts

Call options by funds: $10.3M | Put options by funds: $16.5M

91,261.83% less ownership

Funds ownership: 91,307.36%45.53% (-91,262%)

Holders
1,253
Holders Change
+148
Holders Change %
+13.39%
% of All Funds
16.5%
Holding in Top 10
142
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+14.52%
% of All Funds
1.87%
New
220
Increased
658
Reduced
284
Closed
50
Calls
$10.3M
Puts
$16.5M
Net Calls
-$6.19M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
201
Bouvel Investment Partners
Pennsylvania
$10.2M -$128K -2,154 -1%
V
202
VeraBank
Texas
$10.1M -$1.12M -18,806 -10%
HNWAG
203
High Net Worth Advisory Group
Florida
$10.1M +$483K +8,142 +5%
AWM
204
Axxcess Wealth Management
California
$10.1M +$900K +15,154 +9%
HI
205
Harbour Investments
Wisconsin
$10M +$1.02M +17,190 +11%
BWP
206
Bernardo Wealth Planning
Pennsylvania
$9.99M +$10.2K +172 +0.1%
Wealthfront Advisers
207
Wealthfront Advisers
California
$9.96M +$1.48M +24,861 +17%
DAS
208
Dynamic Advisor Solutions
Arizona
$9.87M -$793K -13,347 -7%
IWA
209
IVC Wealth Advisors
Pennsylvania
$9.69M +$491K +8,273 +5%
MAG
210
Mayfair Advisory Group
Alabama
$9.64M +$876K +14,760 +10%
CTC
211
Central Trust Company
Missouri
$9.61M +$1.41M +23,700 +17%
OC
212
Oppenheimer & Co
New York
$9.54M +$673K +11,334 +7%
CCB
213
Country Club Bank
Missouri
$9.48M -$445K -7,498 -4%
AWMG
214
ADG Wealth Management Group
Louisiana
$9.38M +$9.68M +163,039 New
PWM
215
Power Wealth Management
Georgia
$9.31M +$522K +8,792 +6%
DWP
216
Daymark Wealth Partners
Ohio
$9.29M -$6.48M -109,094 -40%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$9.27M +$751K +12,654 +9%
AI
218
Atria Investments
North Carolina
$9.25M +$5.05M +84,987 +112%
SWM
219
Selective Wealth Management
Virginia
$9.22M +$53.6K +903 +0.6%
ARG
220
Advisory Resource Group
Oklahoma
$9.18M -$1.97M -33,127 -17%
OIA
221
OneDigital Investment Advisors
Kansas
$9.18M +$1.13M +19,072 +14%
CB
222
Community Bank
New York
$9.16M +$22.6K +380 +0.2%
CA
223
Cambridge Advisors
Nebraska
$9.08M +$1.17M +19,766 +14%
RIA
224
Regal Investment Advisors
Michigan
$9.07M +$1.15M +19,391 +14%
BAAM
225
Baker Avenue Asset Management
California
$8.88M +$240K +4,048 +3%

JEPI Hedge Fund Activity: Q4 2024 in Review

1,253 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2024, worth a combined $24.8B — up 52% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new JEPI positions and 50 closed out — a net gain of 170 holders — while 658 added to existing stakes and 284 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $98.5M.

  • 1,253 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2024, up from 1,105 in Q3 2024.
  • Funds reported $24.8B of JPMorgan Equity Premium Income ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 220 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2024 and 50 closed out, a net change of +170 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q4 2024 was Morgan Stanley, an estimated $125M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q4 2024 was JP Morgan Chase, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.