Cliff Asness's JEPI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 49,446 shares of JPMorgan Equity Premium Income ETF (JEPI) worth $2.83 M, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Cliff Asness has maintained this position in JEPI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 54,446 shares. Largest reduction occurred in Q3 2025, reducing 48,004 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's JPMorgan Equity Premium Income ETF (JEPI) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Equity Premium Income ETF (JEPI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,119 | Add 9.09% | 49,446 | $57.24 |
| Q3 2025 | -48,004 | Reduce 51.43% | 45,327 | $57.10 |
| Q2 2025 | +8,541 | Add 10.07% | 93,331 | $56.85 |
| Q1 2025 | +18,619 | Add 28.14% | 84,790 | $57.14 |
| Q4 2024 | +54,446 | Add 464.36% | 66,171 | $57.53 |
| Q3 2024 | +6,517 | Add 125.13% | 11,725 | $59.51 |
| Q2 2024 | +5,208 | New Buy | 5,208 | $56.68 |
Cliff Asness's JPMorgan Equity Premium Income ETF Investment FAQs
Cliff Asness first purchased JPMorgan Equity Premium Income ETF (JEPI) in Q2 2024, acquiring 5,208 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held JPMorgan Equity Premium Income ETF (JEPI) for 7 quarters since Q2 2024.
Cliff Asness's largest addition to JPMorgan Equity Premium Income ETF (JEPI) was in Q4 2024, adding 66,171 shares worth $3.81 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 49,446 shares of JPMorgan Equity Premium Income ETF (JEPI), valued at approximately $2.83 M.
As of the Q4 2025 filing, JPMorgan Equity Premium Income ETF (JEPI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in JPMorgan Equity Premium Income ETF (JEPI) was 93,331 shares, as reported at the end of Q2 2025.