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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
USCWA
326
U.S. Capital Wealth Advisors
Texas
$5.25M -$5.26M -94,896 -51%
FTS
327
Fifth Third Securities
Ohio
$5.2M +$928K +16,747 +22%
TCMP
328
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.19M +$3.98M +71,795 +367%
PCM
329
Prelude Capital Management
New York
$5.12M +$4.99M +90,000 New
GAM
330
Gotham Asset Management
New York
$5.09M +$560K +10,101 +13%
EBWM
331
Eagle Bluffs Wealth Management
Missouri
$5.08M -$17.4K -314 -0.3%
2WWM
332
21 West Wealth Management
California
$5.08M +$4.95M +89,336 New
HIA
333
Harbor Investment Advisory
Maryland
$5.06M -$23.4K -422 -0.5%
SWP
334
Stratos Wealth Partners
Ohio
$5.02M +$2.13M +38,507 +77%
JCM
335
J2 Capital Management
Michigan
$5M -$204K -3,675 -4%
HWA
336
Heritage Wealth Architects
Minnesota
$4.99M +$95.1K +1,716 +2%
FWM
337
Focused Wealth Management
New York
$4.98M +$720 +13 +0%
IPAM
338
Investment Partners Asset Management
New Jersey
$4.94M +$36.9K +666 +0.8%
PF
339
Penney Financial
Texas
$4.91M +$65.2K +1,177 +1%
SFWA
340
Summit Financial Wealth Advisors
Louisiana
$4.9M +$157K +2,830 +3%
TNB
341
Thomasville National Bank
Georgia
$4.89M -$979K -17,680 -17%
T
342
Transce3nd
Texas
$4.86M +$450K +8,128 +10%
LPT
343
Legacy Private Trust
Wisconsin
$4.83M -$2.5M -45,089 -35%
AAS
344
Ameritas Advisory Services
Nebraska
$4.82M -$3.33M -60,202 -42%
CW
345
Channel Wealth
California
$4.82M -$1.91M -34,448 -29%
AssetMark Inc
346
AssetMark Inc
California
$4.81M -$529K -9,551 -10%
MWA
347
Merkkuri Wealth Advisors
New York
$4.8M +$623K +11,245 +15%
TL
348
Tradewinds LLC
North Carolina
$4.8M +$4.03M +72,754 +627%
BRWM
349
Blue Rock Wealth Management
North Carolina
$4.77M +$2.08M +37,629 +81%
EE
350
EWG Elevate
California
$4.77M +$2.13M +38,474 +85%

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.