JPMorgan Equity Premium Income ETF
JEPI
42 hedge funds and large institutions have $103M invested in JPMorgan Equity Premium Income ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
91% more funds holding
Funds holding: 22 → 42 (+20)
82% more capital invested
Capital invested by funds: $56.4M → $103M (+$46.5M)
1.55% more ownership
Funds ownership: 58.86% → 60.4% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$8.88M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.73M |
| 3 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$2.79M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$2.54M |
| 5 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.41M |
| 2 |
JP Morgan Chase
New York
|
-$818K |
| 3 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$163K |
| 4 |
DMC
Drexel Morgan & Co
Radnor,
Pennsylvania
|
-$149K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$32K |
JEPI Hedge Fund Activity: Q4 2020 in Review
42 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2020, worth a combined $103M — up 82% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new JEPI positions and 2 closed out — a net gain of 20 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Cornerstone Advisory, adding an estimated $8.88M. The largest seller was Sowell Financial Services, cutting an estimated $1.41M.
- 42 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $103M of JPMorgan Equity Premium Income ETF stock for Q4 2020, up 82% quarter-over-quarter.
- 22 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2020 and 2 closed out, a net change of +20 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q4 2020 was Cornerstone Advisory, an estimated $8.88M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q4 2020 was Sowell Financial Services, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2020.