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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
CFA
301
Cahill Financial Advisors
Minnesota
$5.96M +$201K +3,634 +4%
SFS
302
Sowell Financial Services
Arkansas
$5.95M +$10.6K +192 +0.2%
AIC
303
Archer Investment Corporation
Indiana
$5.94M +$478K +8,632 +9%
RA
304
RFG Advisory
Alabama
$5.91M +$2.17M +39,116 +60%
ABWM
305
Alpine Bank Wealth Management
Colorado
$5.9M +$5.75M +103,803 New
BAG
306
Bridgewealth Advisory Group
California
$5.84M +$3.96M +71,472 +229%
EFS
307
Essex Financial Services
Connecticut
$5.84M +$194K +3,508 +4%
VWM
308
Vivid Wealth Management
Iowa
$5.82M -$214K -3,860 -4%
Corient Private Wealth
309
Corient Private Wealth
Florida
$5.82M +$3.18M +57,327 +127%
CF
310
Centaurus Financial
California
$5.74M +$567K +10,231 +11%
SHF
311
Safe Harbor Fiduciary
Florida
$5.7M +$5.55M +100,231 New
MAM
312
Milestone Asset Management
Pennsylvania
$5.7M +$570K +10,291 +11%
CWG
313
Cornerstone Wealth Group
North Carolina
$5.63M -$119K -2,148 -2%
EWM
314
Evermay Wealth Management
Virginia
$5.62M -$224K -4,043 -4%
NFG
315
Nations Financial Group
Iowa
$5.5M -$1.7M -30,697 -24%
GMFG
316
Greater Midwest Financial Group
Minnesota
$5.45M +$355K +6,404 +7%
DC
317
DeDora Capital
California
$5.43M +$4.67M +84,271 +746%
CA
318
Continuum Advisory
Idaho
$5.43M -$25.9K -468 -0.5%
ZI
319
ZEGA Investments
Florida
$5.42M -$253K -4,564 -5%
SO
320
Sierra Ocean
California
$5.37M +$190K +3,436 +4%
KFP
321
KMG Fiduciary Partners
Ohio
$5.36M -$127K -2,287 -2%
FA
322
Flagstar Advisors
New York
$5.35M +$37.4K +676 +0.7%
UIA
323
Ulland Investment Advisors
Minnesota
$5.33M +$881K +15,901 +20%
AQR Capital Management
324
AQR Capital Management
Connecticut
$5.31M +$473K +8,541 +10%
PCTC
325
Perkins Coie Trust Company
Washington
$5.3M +$4.36M +78,686 +543%

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.