JPMorgan Equity Premium Income ETF
JEPI
894 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, 529 increasing their positions, 192 reducing their positions, and 62 closing their positions.
176% more repeat investments, than reductions
Existing positions increased: 529 | Existing positions reduced: 192
124% more call options, than puts
Call options by funds: $43.6M | Put options by funds: $19.4M
74% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 62
4% more funds holding
Funds holding: 858 → 894 (+36)
4% more capital invested
Capital invested by funds: $12.5B → $12.9B (+$467M)
0.6% less ownership
Funds ownership: 44.97% → 44.37% (-0.6%)
2% less funds holding in top 10
Funds holding in top 10: 141 → 138 (-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 |
UBS Group
Zurich,
Switzerland
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$86.4M |
| 2 |
JP Morgan Chase
New York
|
-$51.2M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$44.1M |
| 4 |
Jane Street
New York
|
-$20.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.8M |
JEPI Hedge Fund Activity: Q3 2023 in Review
894 of the 6,310 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 3.7% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new JEPI positions and 62 closed out — a net gain of 46 holders — while 529 added to existing stakes and 192 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $195M. The largest seller was Marks Wealth, exiting entirely with an estimated $86.4M sold.
- 894 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2023, up from 858 in Q2 2023.
- Funds reported $12.9B of JPMorgan Equity Premium Income ETF stock for Q3 2023, up 3.7% quarter-over-quarter.
- 108 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2023 and 62 closed out, a net change of +46 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 Marks Wealth, an estimated $86.4M sold.
Based on aggregated 13F filings for Q3 2023.