JPMorgan Equity Premium Income ETF
JEPI
94 hedge funds and large institutions have $541M invested in JPMorgan Equity Premium Income ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.
1,733% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 3
425% more capital invested
Capital invested by funds: $103M → $541M (+$438M)
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
124% more funds holding
Funds holding: 42 → 94 (+52)
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
3.99% more ownership
Funds ownership: 60.4% → 64.39% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$308M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$23.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.6M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
+$6.46M |
| 5 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.62M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$725K |
| 3 |
MA
MJP Associates
Farmington,
Connecticut
|
-$702K |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$148K |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$117K |
JEPI Hedge Fund Activity: Q1 2021 in Review
94 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2021, worth a combined $541M — up 425% from $103M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new JEPI positions and 3 closed out — a net gain of 52 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $308M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.62M.
- 94 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2021, up from 42 in Q4 2020.
- Funds reported $541M of JPMorgan Equity Premium Income ETF stock for Q1 2021, up 425% quarter-over-quarter.
- 55 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2021 and 3 closed out, a net change of +52 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $308M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2021.