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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
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$4.76M -$2.95M -53,267 -39%
AC
352
Apella Capital
Connecticut
$4.76M +$4.65M +83,861 New
MAG
353
Members Advisory Group
New York
$4.73M +$163K +2,951 +4%
ORC
354
O'Rourke & Company
Massachusetts
$4.72M -$53.7K -969 -1%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$4.72M -$4.41M -79,627 -49%
HG
356
Herbst Group
Connecticut
$4.67M -$504K -9,102 -10%
CWP
357
Clark Wealth Partners
Illinois
$4.66M +$188K +3,388 +4%
JPLA
358
Joseph P. Lucia & Associates
New York
$4.63M +$38.9K +703 +0.9%
NEWAS
359
N.E.W. Advisory Services
Wisconsin
$4.59M -$1.28M -23,170 -22%
ACM
360
Allred Capital Management
Texas
$4.59M +$295K +5,331 +7%
PWM
361
Perigon Wealth Management
California
$4.59M +$1.22M +22,061 +38%
GF
362
Gries Financial
Ohio
$4.54M -$5.04K -91 -0.1%
CA
363
Calton & Associates
Florida
$4.53M +$378K +6,832 +9%
AWA
364
Arkadios Wealth Advisors
Georgia
$4.53M +$2.11M +38,134 +92%
AFP
365
Ausdal Financial Partners
Iowa
$4.51M +$718K +12,953 +20%
MCWA
366
Meadow Creek Wealth Advisors
Georgia
$4.51M +$179K +3,235 +4%
SWM
367
Silverlake Wealth Management
Vermont
$4.5M +$334K +6,024 +8%
MFS
368
Madrona Financial Services
Washington
$4.5M -$120K -2,162 -3%
SWP
369
Summit Wealth Partners
Florida
$4.48M +$371K +6,690 +9%
CFG
370
Citizens Financial Group
Rhode Island
$4.45M +$866K +15,628 +25%
MFG
371
MidWestOne Financial Group
Iowa
$4.45M -$1.84M -33,133 -30%
AWM
372
Avior Wealth Management
Nebraska
$4.39M -$290K -5,233 -6%
WCFA
373
Walkner Condon Financial Advisors
Wisconsin
$4.35M -$1.29M -23,348 -23%
RFN
374
RDA Financial Network
Iowa
$4.32M +$339K +6,123 +9%
APW
375
Aventura Private Wealth
Florida
$4.26M -$1.46M -26,371 -26%

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.