JPMorgan Equity Premium Income ETF
JEPI
892 hedge funds and large institutions have $12.9B invested in JPMorgan Equity Premium Income ETF in 2023 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 528 increasing their positions, 191 reducing their positions, and 63 closing their positions.
176% more repeat investments, than reductions
Existing positions increased: 528 | Existing positions reduced: 191
124% more call options, than puts
Call options by funds: $43.6M | Put options by funds: $19.4M
71% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 63
4% more funds holding
Funds holding: 857 → 892 (+35)
4% more capital invested
Capital invested by funds: $12.4B → $12.9B (+$530M)
0.71% less ownership
Funds ownership: 45.07% → 44.35% (-0.71%)
2% less funds holding in top 10
Funds holding in top 10: 140 → 137 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$195M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$89.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$84.1M |
| 4 |
Bank of New York Mellon
New York
|
+$79.1M |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Prostatis Group
Hanover,
Maryland
|
-$93.1M |
| 2 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$86.4M |
| 3 |
JP Morgan Chase
New York
|
-$51.2M |
| 4 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$44.1M |
| 5 |
Jane Street
New York
|
-$20.8M |
JEPI Hedge Fund Activity: Q3 2023 in Review
892 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2023, worth a combined $12.9B — up 4.3% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new JEPI positions and 63 closed out — a net gain of 45 holders — while 528 added to existing stakes and 191 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Prostatis Group, cutting an estimated $93.1M.
- 892 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2023, up from 857 in Q2 2023.
- Funds reported $12.9B of JPMorgan Equity Premium Income ETF stock for Q3 2023, up 4.3% quarter-over-quarter.
- 108 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2023 and 63 closed out, a net change of +45 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q3 2023 was Morgan Stanley, an estimated $195M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q3 2023 was Prostatis Group, an estimated $93.1M sold.
Based on aggregated 13F filings for Q3 2023.