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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
VAM
251
Vienna Asset Management
California
$8.13M +$2.45M +41,968 +42%
DWP
252
Daymark Wealth Partners
Ohio
$8.09M -$1.16M -19,871 -12%
GVAG
253
Great Valley Advisor Group
Delaware
$8.06M +$2.14M +36,700 +35%
BMWS
254
Brady Martz Wealth Solutions
North Dakota
$7.96M +$7.69K +132 +0.1%
EIA
255
Edgemoor Investment Advisors
Maryland
$7.86M +$438K +7,510 +6%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$7.82M +$132K +2,267 +2%
NCM
257
NCM Capital Management
New Jersey
$7.79M +$645K +11,066 +9%
AUB
258
Atlantic Union Bankshares
Virginia
$7.78M +$238K +4,087 +3%
SWP
259
Sagespring Wealth Partners
Tennessee
$7.74M +$777K +13,339 +11%
4WM
260
49 Wealth Management
Texas
$7.73M -$291K -4,997 -4%
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$7.68M +$40.5K +696 +0.5%
VAM
262
Verity Asset Management
North Carolina
$7.64M -$1.75M -29,995 -18%
LI
263
LifeWealth Investments
Florida
$7.6M +$5.35M +91,840 +223%
FW
264
Fairway Wealth
Ohio
$7.58M +$375K +6,434 +5%
SWM
265
SeaCrest Wealth Management
New York
$7.57M +$430K +7,376 +6%
LSPW
266
Lake Street Private Wealth
Illinois
$7.57M +$467K +8,017 +6%
CAM
267
Cobblestone Asset Management
Virginia
$7.49M +$866K +14,869 +13%
GI
268
GAMMA Investing
California
$7.46M +$579K +9,934 +8%
LPT
269
Legacy Private Trust
Wisconsin
$7.43M -$952K -16,337 -11%
TCM
270
Traynor Capital Management
Pennsylvania
$7.33M +$2.15M +36,947 +40%
AWM
271
Aprio Wealth Management
Georgia
$7.33M +$417K +7,152 +6%
NFG
272
Nations Financial Group
Iowa
$7.28M -$737K -12,648 -9%
VC
273
Vicus Capital
Pennsylvania
$7.25M +$347K +5,953 +5%
TWC
274
TD Waterhouse Canada
Ontario, Canada
$7.15M +$4.2M +72,072 +134%
SW
275
SMART Wealth
Nebraska
$7.13M +$957K +16,432 +15%

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.