JPMorgan Equity Premium Income ETF
JEPI
1,000 hedge funds and large institutions have $13.6B invested in JPMorgan Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 471 increasing their positions, 286 reducing their positions, and 58 closing their positions.
205% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 58
65% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 286
12% more funds holding
Funds holding: 894 → 1,000 (+106)
5% more capital invested
Capital invested by funds: $12.9B → $13.6B (+$662M)
1% more funds holding in top 10
Funds holding in top 10: 138 → 139 (+1)
0.2% more ownership
Funds ownership: 44.37% → 44.58% (+0.2%)
48% less call options, than puts
Call options by funds: $18.9M | Put options by funds: $36.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$57.6M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$45.2M |
| 3 |
CWS
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
+$30.1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$29.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.3M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$48.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$46.2M |
| 4 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
-$37.5M |
| 5 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$33.6M |
JEPI Hedge Fund Activity: Q4 2023 in Review
1,000 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q4 2023, worth a combined $13.6B — up 5.1% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new JEPI positions and 58 closed out — a net gain of 119 holders — while 471 added to existing stakes and 286 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $57.6M. The largest seller was Osaic Holdings, cutting an estimated $64.3M.
- 1,000 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q4 2023, up from 894 in Q3 2023.
- Funds reported $13.6B of JPMorgan Equity Premium Income ETF stock for Q4 2023, up 5.1% quarter-over-quarter.
- 177 funds opened new JPMorgan Equity Premium Income ETF positions in Q4 2023 and 58 closed out, a net change of +119 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $57.6M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q4 2023 was Osaic Holdings, an estimated $64.3M sold.
Based on aggregated 13F filings for Q4 2023.