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JPMorgan Equity Premium Income ETF

1,283 hedge funds and large institutions have $18.2B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 665 increasing their positions, 411 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 665 | Existing positions reduced: 411

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

37% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $34.8M

2% more funds holding

Funds holding: 1,2631,283 (+20)

1% more capital invested

Capital invested by funds: $17.9B → $18.2B (+$234M)

1.18% less ownership

Funds ownership: 45.58%44.4% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 157142 (-15)

Holders
1,283
Holders Change
+20
Holders Change %
+1.58%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.55%
% of All Funds
1.87%
New
116
Increased
665
Reduced
411
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
VeraBank
Texas
$9.32M +$98.3K +1,775 +1%
KF
227
Krilogy Financial
Missouri
$9.32M -$1.29M -23,360 -12%
RCA
228
Resonant Capital Advisors
Wisconsin
$9.31M +$173K +3,121 +2%
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$9.29M +$378K +6,815 +4%
TWC
230
TD Waterhouse Canada
Ontario, Canada
$9.25M +$2.06M +37,111 +29%
RDFA
231
Ritter Daniher Financial Advisory
Ohio
$9.24M +$159K +2,875 +2%
NRI
232
NFP Retirement Inc
California
$9.15M +$197K +3,550 +2%
LI
233
LifeWealth Investments
Florida
$9.14M +$1.55M +27,906 +21%
CG
234
CFO4Life Group
Texas
$9.07M -$2.03M -36,612 -19%
PCFFS
235
Pacific Center for Financial Services
California
$9.03M -$28.4M -512,937 -76%
SAW
236
Signal Advisors Wealth
Michigan
$9.02M -$656K -11,836 -7%
SWM
237
Spire Wealth Management
Virginia
$8.96M +$354K +6,391 +4%
CIAS
238
Capital Investment Advisory Services
North Carolina
$8.79M +$1.79M +32,249 +26%
BAAM
239
Baker Avenue Asset Management
California
$8.78M -$124K -2,240 -1%
FWM
240
Foguth Wealth Management
Michigan
$8.76M -$1.93M -34,881 -18%
RFS
241
Retirement Financial Solutions
Tennessee
$8.72M -$57.9K -1,046 -0.7%
MTWM
242
Masso Torrence Wealth Management
New Jersey
$8.62M +$465K +8,396 +6%
CIA
243
Concurrent Investment Advisors
Florida
$8.59M +$2.12M +38,186 +34%
SW
244
SMART Wealth
Nebraska
$8.49M +$1.36M +24,505 +20%
SW
245
StrongBox Wealth
Missouri
$8.46M +$213K +3,837 +3%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$8.38M +$720K +12,991 +10%
SWM
247
Selective Wealth Management
Virginia
$8.36M -$839K -15,140 -9%
MF
248
Montis Financial
Massachusetts
$8.28M +$154K +2,784 +2%
WCP
249
Wick Capital Partners
Pennsylvania
$8.2M -$12.1M -219,313 -99%
SWM
250
SeaCrest Wealth Management
New York
$8.18M +$631K +11,394 +9%

JEPI Hedge Fund Activity: Q2 2025 in Review

1,283 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2025, worth a combined $18.2B — up 1.3% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new JEPI positions and 77 closed out — a net gain of 39 holders — while 665 added to existing stakes and 411 trimmed.

The largest buyer was Nationwide Fund Advisors, opening a new position worth an estimated $387M. The largest seller was JP Morgan Chase, cutting an estimated $818M.

  • 1,283 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2025, up from 1,263 in Q1 2025.
  • Funds reported $18.2B of JPMorgan Equity Premium Income ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 116 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2025 and 77 closed out, a net change of +39 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2025 was Nationwide Fund Advisors, an estimated $387M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2025 was JP Morgan Chase, an estimated $818M sold.

Based on aggregated 13F filings for Q2 2025.