JPMorgan Equity Premium Income ETF
JEPI
1,107 hedge funds and large institutions have $16.3B invested in JPMorgan Equity Premium Income ETF in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 583 increasing their positions, 335 reducing their positions, and 67 closing their positions.
91,288.2% more ownership
Funds ownership: 44.42% → 91,332.61% (+91,288%)
74% more repeat investments, than reductions
Existing positions increased: 583 | Existing positions reduced: 335
57% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 67
9% more capital invested
Capital invested by funds: $15B → $16.3B (+$1.34B)
3% more funds holding in top 10
Funds holding in top 10: 120 → 124 (+4)
2% more funds holding
Funds holding: 1,081 → 1,107 (+26)
0% more call options, than puts
Call options by funds: $18.3M | Put options by funds: $18.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$203M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$146M |
| 3 |
Morgan Stanley
New York
|
+$73.3M |
| 4 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$28.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$67.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$43.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$37.9M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$29.6M |
| 5 |
AP
Americana Partners
Houston,
Texas
|
-$28.7M |
JEPI Hedge Fund Activity: Q3 2024 in Review
1,107 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2024, worth a combined $16.3B — up 9% from $15B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new JEPI positions and 67 closed out — a net gain of 38 holders — while 583 added to existing stakes and 335 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was RiverFront Investment Group, cutting an estimated $67.3M.
- 1,107 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2024, up from 1,081 in Q2 2024.
- Funds reported $16.3B of JPMorgan Equity Premium Income ETF stock for Q3 2024, up 9% quarter-over-quarter.
- 105 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2024 and 67 closed out, a net change of +38 holders.
- The largest JPMorgan Equity Premium Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $203M added.
- The largest JPMorgan Equity Premium Income ETF seller in Q3 2024 was RiverFront Investment Group, an estimated $67.3M sold.
Based on aggregated 13F filings for Q3 2024.