JPMorgan Equity Premium Income ETF
JEPI
858 hedge funds and large institutions have $12.5B invested in JPMorgan Equity Premium Income ETF in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 515 increasing their positions, 146 reducing their positions, and 39 closing their positions.
267% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 39
253% more repeat investments, than reductions
Existing positions increased: 515 | Existing positions reduced: 146
17% more funds holding in top 10
Funds holding in top 10: 121 → 141 (+20)
15% more capital invested
Capital invested by funds: $10.8B → $12.5B (+$1.63B)
13% more funds holding
Funds holding: 758 → 858 (+100)
5% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $20.2M
1.64% less ownership
Funds ownership: 46.61% → 44.97% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$217M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$163M |
| 3 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$85.3M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$77.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$61.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$225M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$181M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$23.3M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$11.5M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$9.13M |
JEPI Hedge Fund Activity: Q2 2023 in Review
858 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2023, worth a combined $12.5B — up 15% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new JEPI positions and 39 closed out — a net gain of 104 holders — while 515 added to existing stakes and 146 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was JP Morgan Chase, cutting an estimated $225M.
- 858 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2023, up from 758 in Q1 2023.
- Funds reported $12.5B of JPMorgan Equity Premium Income ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 143 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2023 and 39 closed out, a net change of +104 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q2 2023 was Morgan Stanley, an estimated $217M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q2 2023 was JP Morgan Chase, an estimated $225M sold.
Based on aggregated 13F filings for Q2 2023.