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JPMorgan Equity Premium Income ETF

1,264 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 701 increasing their positions, 339 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 339

50% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $19.5M

47% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 74

11% more funds holding in top 10

Funds holding in top 10: 142157 (+15)

1% more funds holding

Funds holding: 1,2541,264 (+10)

0.05% more ownership

Funds ownership: 45.53%45.58% (+0.05%)

28% less capital invested

Capital invested by funds: $24.8B → $17.9B (-$6.83B)

Holders
1,264
Holders Change
+10
Holders Change %
+0.8%
% of All Funds
16.95%
Holding in Top 10
157
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.56%
% of All Funds
2.1%
New
109
Increased
701
Reduced
339
Closed
74
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
226
Resonant Capital Advisors
Wisconsin
$9.18M +$869K +14,924 +10%
PWM
227
Pinnacle Wealth Management
California
$9.13M +$9.31M +159,767 New
RDFA
228
Ritter Daniher Financial Advisory
Ohio
$9.12M +$693K +11,894 +8%
CB
229
Community Bank
New York
$9.06M -$40.1K -688 -0.4%
PWM
230
Prentice Wealth Management
New York
$9.05M +$8.68M +148,935 +1,584%
NRI
231
NFP Retirement Inc
California
$8.99M +$499K +8,568 +6%
Cerity Partners
232
Cerity Partners
New York
$8.96M +$1.42M +24,456 +18%
BAAM
233
Baker Avenue Asset Management
California
$8.96M +$136K +2,333 +2%
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$8.95M +$147K +2,528 +2%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$8.95M +$659K +11,312 +8%
SCA
236
Snowden Capital Advisors
New York
$8.91M +$1.51M +25,905 +20%
RFS
237
Retirement Financial Solutions
Tennessee
$8.83M +$1.59M +27,293 +21%
AF
238
Advisornet Financial
Minnesota
$8.75M +$2.28M +39,086 +34%
SWM
239
Selective Wealth Management
Virginia
$8.75M +$109K +1,863 +1%
IFG
240
Independent Financial Group
California
$8.72M -$1.53M -26,303 -15%
SWM
241
Spire Wealth Management
Virginia
$8.64M +$1.84M +31,551 +26%
LFG
242
Larson Financial Group
Missouri
$8.39M +$2.41M +41,312 +39%
RPGNY
243
Retirement Planning Group (New York)
New York
$8.32M +$1.24M +21,298 +17%
AAS
244
Ameritas Advisory Services
Nebraska
$8.3M -$35.1K -602 -0.4%
SW
245
StrongBox Wealth
Missouri
$8.28M -$583 -10 -0%
Thrivent Financial for Lutherans
246
Thrivent Financial for Lutherans
Minnesota
$8.25M -$1.03M -17,623 -11%
FPAS
247
Focus Partners Advisor Solutions
Missouri
$8.2M -$384K -6,592 -4%
MTWM
248
Masso Torrence Wealth Management
New Jersey
$8.19M +$698K +11,983 +9%
SG
249
StoneX Group
New York
$8.18M -$932 -16 -0%
MF
250
Montis Financial
Massachusetts
$8.16M +$2.42M +41,534 +41%

JEPI Hedge Fund Activity: Q1 2025 in Review

1,264 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q1 2025, worth a combined $17.9B — down 28% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new JEPI positions and 74 closed out — a net gain of 35 holders — while 701 added to existing stakes and 339 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $434M. The largest seller was Jane Street, exiting entirely with an estimated $49M sold.

  • 1,264 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q1 2025, up from 1,254 in Q4 2024.
  • Funds reported $17.9B of JPMorgan Equity Premium Income ETF stock for Q1 2025, down 28% quarter-over-quarter.
  • 109 funds opened new JPMorgan Equity Premium Income ETF positions in Q1 2025 and 74 closed out, a net change of +35 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $434M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q1 2025 was Jane Street, an estimated $49M sold.

Based on aggregated 13F filings for Q1 2025.