JPMorgan Equity Premium Income ETF
JEPI
647 hedge funds and large institutions have $8.5B invested in JPMorgan Equity Premium Income ETF in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 359 increasing their positions, 100 reducing their positions, and 26 closing their positions.
500% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 26
259% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 100
207% more call options, than puts
Call options by funds: $52.5M | Put options by funds: $17.1M
64% more funds holding in top 10
Funds holding in top 10: 66 → 108 (+42)
41% more capital invested
Capital invested by funds: $6.04B → $8.5B (+$2.46B)
23% more funds holding
Funds holding: 526 → 647 (+121)
1.15% more ownership
Funds ownership: 48.08% → 49.22% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$265M |
| 2 |
Morgan Stanley
New York
|
+$248M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$85.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$78.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$74.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$10.9M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$9.78M |
| 3 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$9.19M |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$9.11M |
| 5 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$7.36M |
JEPI Hedge Fund Activity: Q4 2022 in Review
647 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2022, worth a combined $8.5B — up 41% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new JEPI positions and 26 closed out — a net gain of 130 holders — while 359 added to existing stakes and 100 trimmed.
The largest buyer was Bank of America, adding an estimated $265M. The largest seller was Compass Ion Advisors, cutting an estimated $10.9M.
- 647 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2022, up from 526 in Q3 2022.
- Funds reported $8.5B of JPMorgan Equity Premium Income ETF stock for Q4 2022, up 41% quarter-over-quarter.
- 156 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2022 and 26 closed out, a net change of +130 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q4 2022 was Bank of America, an estimated $265M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q4 2022 was Compass Ion Advisors, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2022.