JPMorgan Equity Premium Income ETF
JEPI
22 hedge funds and large institutions have $56.4M invested in JPMorgan Equity Premium Income ETF in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
183% more capital invested
Capital invested by funds: $19.9M → $56.4M (+$36.5M)
175% more funds holding
Funds holding: 8 → 22 (+14)
12.24% less ownership
Funds ownership: 71.1% → 58.86% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$19.2M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$6.05M |
| 3 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$2.41M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.06M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.32M |
JEPI Hedge Fund Activity: Q3 2020 in Review
22 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2020, worth a combined $56.4M — up 183% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JEPI positions and 0 closed out — a net gain of 14 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Requisite Capital Management, opening a new position worth an estimated $19.2M. The largest seller was JP Morgan Chase, cutting an estimated $1.32M.
- 22 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2020, up from 8 in Q2 2020.
- Funds reported $56.4M of JPMorgan Equity Premium Income ETF stock for Q3 2020, up 183% quarter-over-quarter.
- 14 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2020 and 0 closed out, a net change of +14 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q3 2020 was Requisite Capital Management, an estimated $19.2M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q3 2020 was JP Morgan Chase, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2020.