JPMorgan Equity Premium Income ETF
JEPI
238 hedge funds and large institutions have $1.81B invested in JPMorgan Equity Premium Income ETF in 2021 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 126 increasing their positions, 12 reducing their positions, and 10 closing their positions.
950% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 12
790% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 10
76% more capital invested
Capital invested by funds: $1.03B → $1.81B (+$785M)
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
50% more funds holding
Funds holding: 159 → 238 (+79)
7.38% less ownership
Funds ownership: 55.06% → 47.68% (-7.4%)
90% less call options, than puts
Call options by funds: $994K | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$242M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$76.5M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$57.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$50M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
-$7.12M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.9M |
| 3 |
DIM
Delta Investment Management
San Francisco,
California
|
-$1.68M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.67M |
| 5 |
CFO
CVA Family Office
Denver,
Colorado
|
-$1.03M |
JEPI Hedge Fund Activity: Q3 2021 in Review
238 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2021, worth a combined $1.81B — up 76% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new JEPI positions and 10 closed out — a net gain of 79 holders — while 126 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was Cary Street Partners Asset Management, exiting entirely with an estimated $7.12M sold.
- 238 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2021, up from 159 in Q2 2021.
- Funds reported $1.81B of JPMorgan Equity Premium Income ETF stock for Q3 2021, up 76% quarter-over-quarter.
- 89 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2021 and 10 closed out, a net change of +79 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $242M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q3 2021 was Cary Street Partners Asset Management, an estimated $7.12M sold.
Based on aggregated 13F filings for Q3 2021.