JPMorgan Equity Premium Income ETF
JEPI
159 hedge funds and large institutions have $1.03B invested in JPMorgan Equity Premium Income ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 67 increasing their positions, 10 reducing their positions, and 7 closing their positions.
943% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 7
570% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 10
90% more capital invested
Capital invested by funds: $541M → $1.03B (+$488M)
69% more funds holding
Funds holding: 94 → 159 (+65)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
9.33% less ownership
Funds ownership: 64.39% → 55.06% (-9.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $5.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$244M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$33.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$18.7M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$18.5M |
| 5 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.46M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.02M |
| 3 |
DMC
Drexel Morgan & Co
Radnor,
Pennsylvania
|
-$781K |
| 4 |
HC
Hourglass Capital
Houston,
Texas
|
-$594K |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$556K |
JEPI Hedge Fund Activity: Q2 2021 in Review
159 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2021, worth a combined $1.03B — up 90% from $541M a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new JEPI positions and 7 closed out — a net gain of 66 holders — while 67 added to existing stakes and 10 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $244M. The largest seller was Royal Bank of Canada, cutting an estimated $8.46M.
- 159 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2021, up from 94 in Q1 2021.
- Funds reported $1.03B of JPMorgan Equity Premium Income ETF stock for Q2 2021, up 90% quarter-over-quarter.
- 73 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2021 and 7 closed out, a net change of +66 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $244M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $8.46M sold.
Based on aggregated 13F filings for Q2 2021.