JPMorgan Equity Premium Income ETF
JEPI
1,050 hedge funds and large institutions have $15.4B invested in JPMorgan Equity Premium Income ETF in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 587 increasing their positions, 268 reducing their positions, and 64 closing their positions.
119% more repeat investments, than reductions
Existing positions increased: 587 | Existing positions reduced: 268
100% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 64
13% more capital invested
Capital invested by funds: $13.6B → $15.4B (+$1.76B)
5% more funds holding
Funds holding: 1,000 → 1,050 (+50)
2% more funds holding in top 10
Funds holding in top 10: 139 → 142 (+3)
1.01% more ownership
Funds ownership: 44.58% → 45.59% (+1%)
23% less call options, than puts
Call options by funds: $18M | Put options by funds: $23.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$190M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$187M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$61.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$55.7M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCPC
Hamilton Capital Partners (Canada)
Toronto,
|
-$59M |
| 2 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
-$50.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$50.1M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$22.9M |
| 5 |
Bank of New York Mellon
New York
|
-$17.8M |
JEPI Hedge Fund Activity: Q1 2024 in Review
1,050 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2024, worth a combined $15.4B — up 13% from $13.6B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new JEPI positions and 64 closed out — a net gain of 64 holders — while 587 added to existing stakes and 268 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $190M. The largest seller was Hamilton Capital Partners (Canada), exiting entirely with an estimated $59M sold.
- 1,050 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2024, up from 1,000 in Q4 2023.
- Funds reported $15.4B of JPMorgan Equity Premium Income ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 128 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2024 and 64 closed out, a net change of +64 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q1 2024 was Morgan Stanley, an estimated $190M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q1 2024 was Hamilton Capital Partners (Canada), an estimated $59M sold.
Based on aggregated 13F filings for Q1 2024.