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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
GSIAS
276
Garden State Investment Advisory Services
New Jersey
$7.12M +$861K +14,782 +13%
NYLIM
277
New York Life Investment Management
New York
$7.07M +$2.01M +34,503 +39%
FWM
278
Forefront Wealth Management
Pennsylvania
$7.06M +$310K +5,318 +4%
CIAS
279
Capital Investment Advisory Services
North Carolina
$7M +$1.54M +26,518 +28%
PWP
280
Principle Wealth Partners
Connecticut
$6.96M +$550K +9,432 +8%
IFPG
281
Intrepid Financial Planning Group
Indiana
$6.95M +$327K +5,616 +5%
HAIM
282
Hunter Associates Investment Management
Pennsylvania
$6.91M +$54.4K +934 +0.8%
EWM
283
Evergreen Wealth Management
Michigan
$6.88M +$195K +3,340 +3%
KWA
284
Kingswood Wealth Advisors
California
$6.82M +$737K +12,658 +12%
DWP
285
Destiny Wealth Partners
Florida
$6.82M +$288K +4,946 +4%
IIA
286
Integrity Investment Advisors
Colorado
$6.81M +$6.94M +119,182 New
CW
287
Channel Wealth
California
$6.81M -$27.6K -474 -0.4%
FFWA
288
FRG Family Wealth Advisors
Washington
$6.8M +$1.38M +23,667 +25%
SIAP
289
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.75M +$1.1M +18,955 +19%
FA
290
Financial Alternatives
California
$6.72M +$293K +5,025 +4%
EB
291
Eastern Bank
Massachusetts
$6.7M -$836K -14,346 -11%
SB
292
Strategic Blueprint
Georgia
$6.64M +$1.07M +18,323 +19%
MA
293
MBA Advisors
Pennsylvania
$6.47M +$491K +8,436 +8%
LWA
294
Lowe Wealth Advisors
Maryland
$6.45M +$174K +2,984 +3%
CIA
295
Concurrent Investment Advisors
Florida
$6.45M +$1.17M +20,156 +22%
CFSG
296
Community Financial Services Group
Vermont
$6.37M +$1.79M +30,688 +38%
MFG
297
MidWestOne Financial Group
Iowa
$6.36M -$247K -4,232 -4%
PI
298
PFG Investments
New York
$6.34M +$588K +10,092 +10%
KIG
299
Kennedy Investment Group
New Jersey
$6.09M +$315K +5,403 +5%
VWM
300
Vivid Wealth Management
Iowa
$6.07M +$158K +2,708 +3%

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.