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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
FA
326
Flagstar Advisors
New York
$5.34M +$1.37M +23,440 +33%
FFA
327
Fragasso Financial Advisors
Pennsylvania
$5.28M -$9.75M -167,309 -64%
DIM
328
Delta Investment Management
California
$5.26M -$998K -17,124 -16%
JCM
329
J2 Capital Management
Michigan
$5.23M +$118K +2,030 +2%
CIA
330
Caerus Investment Advisors
Texas
$5.22M +$244K +4,196 +5%
HG
331
Herbst Group
Connecticut
$5.21M +$473K +8,125 +10%
SO
332
Sierra Ocean
California
$5.2M +$264K +4,535 +5%
CF
333
Centaurus Financial
California
$5.18M +$449K +7,705 +9%
MAM
334
Milestone Asset Management
Pennsylvania
$5.14M +$172K +2,944 +3%
EBWM
335
Eagle Bluffs Wealth Management
Missouri
$5.13M -$2.37M -40,754 -31%
PIWA
336
Prevail Innovative Wealth Advisors
Kansas
$5.12M -$289K -4,961 -5%
GMFG
337
Greater Midwest Financial Group
Minnesota
$5.11M +$347K +5,951 +7%
HIA
338
Harbor Investment Advisory
Maryland
$5.11M +$47K +806 +0.9%
FHB
339
First Hawaiian Bank
Hawaii
$5.06M +$3.6M +61,835 +232%
FWM
340
Focused Wealth Management
New York
$5.01M +$188K +3,234 +4%
IPAM
341
Investment Partners Asset Management
New Jersey
$4.92M +$60.7K +1,042 +1%
LWM
342
Lionsbridge Wealth Management
Florida
$4.92M -$362K -6,211 -7%
HWA
343
Heritage Wealth Architects
Minnesota
$4.92M +$5.01M +86,044 New
IF
344
Intrua Financial
Texas
$4.88M -$151K -2,594 -3%
PF
345
Penney Financial
Texas
$4.87M +$277K +4,755 +6%
AQR Capital Management
346
AQR Capital Management
Connecticut
$4.84M +$1.08M +18,619 +28%
ORC
347
O'Rourke & Company
Massachusetts
$4.8M +$267K +4,588 +6%
NLP
348
Next Level Private
New York
$4.77M +$355K +6,100 +8%
NFSG
349
Newbridge Financial Services Group
Florida
$4.77M +$262K +4,490 +6%
SFWA
350
Summit Financial Wealth Advisors
Louisiana
$4.76M +$143K +2,451 +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.