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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
AWM
351
Avior Wealth Management
Nebraska
$4.71M +$689K +11,832 +17%
AWA
352
Arete Wealth Advisors
Illinois
$4.66M +$317K +5,449 +7%
MFS
353
Madrona Financial Services
Washington
$4.64M +$458K +7,857 +11%
JPLA
354
Joseph P. Lucia & Associates
New York
$4.61M +$171K +2,932 +4%
MAG
355
Members Advisory Group
New York
$4.58M -$1.12M -19,142 -19%
GF
356
Gries Financial
Ohio
$4.57M +$177K +3,035 +4%
GAM
357
Gotham Asset Management
New York
$4.54M +$583K +10,000 +14%
CWP
358
Clark Wealth Partners
Illinois
$4.49M +$819K +14,064 +22%
UIA
359
Ulland Investment Advisors
Minnesota
$4.45M +$4.5M +77,303 +14,585%
IAS
360
Insigneo Advisory Services
Florida
$4.44M +$1.29M +22,095 +40%
T
361
Transce3nd
Texas
$4.4M +$128K +2,197 +3%
NW
362
NewEdge Wealth
Pennsylvania
$4.38M -$1.94M -33,270 -30%
PGAM
363
Princeton Global Asset Management
New Jersey
$4.38M -$72.7K -1,248 -2%
LTL
364
Lowery Thomas LLC
California
$4.37M +$58.6K +1,006 +1%
MCWA
365
Meadow Creek Wealth Advisors
Georgia
$4.35M +$232K +3,982 +6%
HT
366
Heritage Trust
Oklahoma
$4.34M +$65.1K +1,117 +1%
CWMGO
367
Capstone Wealth Management Group (Oregon)
Oregon
$4.33M -$98.8K -1,695 -2%
SWA
368
Stratos Wealth Advisors
Ohio
$4.32M -$1.62M -27,783 -27%
WC
369
Weil Company
California
$4.31M +$807K +13,855 +22%
ACM
370
Allred Capital Management
Texas
$4.3M +$174K +2,985 +4%
SAM
371
Smartleaf Asset Management
Massachusetts
$4.28M +$52K +892 +1%
FTS
372
Fifth Third Securities
Ohio
$4.26M +$279K +4,787 +7%
Susquehanna International Group
373
Susquehanna International Group
Pennsylvania
$4.22M +$4.3M +73,834 New
SWM
374
Silverlake Wealth Management
Vermont
$4.18M +$26.9K +462 +0.6%
MWA
375
Merkkuri Wealth Advisors
New York
$4.18M +$63.6K +1,091 +2%

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.