JPMorgan Equity Premium Income ETF
JEPI
758 hedge funds and large institutions have $10.8B invested in JPMorgan Equity Premium Income ETF in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 460 increasing their positions, 103 reducing their positions, and 37 closing their positions.
349% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 37
347% more repeat investments, than reductions
Existing positions increased: 460 | Existing positions reduced: 103
53% more call options, than puts
Call options by funds: $28.9M | Put options by funds: $18.9M
28% more capital invested
Capital invested by funds: $8.5B → $10.8B (+$2.34B)
17% more funds holding
Funds holding: 647 → 758 (+111)
12% more funds holding in top 10
Funds holding in top 10: 108 → 121 (+13)
2.61% less ownership
Funds ownership: 49.22% → 46.61% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$388M |
| 2 |
Morgan Stanley
New York
|
+$218M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$208M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$180M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$24.1M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$22.2M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$22.1M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$19.9M |
| 5 |
BPWM
Badgley Phelps Wealth Managers
Seattle,
Washington
|
-$17M |
JEPI Hedge Fund Activity: Q1 2023 in Review
758 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2023, worth a combined $10.8B — up 28% from $8.5B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new JEPI positions and 37 closed out — a net gain of 129 holders — while 460 added to existing stakes and 103 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $388M. The largest seller was Jane Street, cutting an estimated $24.1M.
- 758 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2023, up from 647 in Q4 2022.
- Funds reported $10.8B of JPMorgan Equity Premium Income ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 166 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2023 and 37 closed out, a net change of +129 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $388M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2023 was Jane Street, an estimated $24.1M sold.
Based on aggregated 13F filings for Q1 2023.