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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
TW
376
Trajan Wealth
Arizona
$4.17M +$138K +2,376 +3%
CA
377
Calton & Associates
Florida
$4.17M +$4.02M +69,059 +1,790%
SWP
378
Summit Wealth Partners
Florida
$4.13M -$67.1K -1,151 -2%
PCM
379
Parsons Capital Management
Rhode Island
$4.12M +$3.1M +53,203 +282%
SIC
380
SFE Investment Counsel
California
$4.09M +$4.17M +71,564 New
MPW
381
Monterey Private Wealth
California
$4.04M +$908K +15,579 +28%
WKWM
382
Walter & Keenan Wealth Management
Indiana
$4.03M +$339K +5,820 +9%
MCC
383
Money Concepts Capital
Florida
$4.01M +$629K +10,800 +18%
SFG
384
Snider Financial Group
Washington
$4M +$166K +2,852 +4%
SWM
385
StoneCrest Wealth Management
Arizona
$3.99M +$108K +1,857 +3%
RFN
386
RDA Financial Network
Iowa
$3.99M +$113K +1,938 +3%
RGF
387
Retirement Guys Formula
Ohio
$3.97M -$6.46M -110,827 -61%
WFAG
388
Worth Financial Advisory Group
North Carolina
$3.94M -$42.7K -733 -1%
PA
389
Procyon Advisors
Connecticut
$3.92M -$865K -14,844 -18%
IA
390
IFP Advisors
Florida
$3.92M -$3.95M -67,815 -50%
WAM
391
Weinberger Asset Management
California
$3.92M +$11.1K +191 +0.3%
CPL
392
CAP Partners LLC
Tennessee
$3.92M +$163K +2,798 +4%
IA
393
Integrity Alliance
Iowa
$3.87M +$3.95M +67,798 New
HA
394
Helium Advisors
Washington
$3.87M +$1.49M +25,493 +60%
WCM
395
Windsor Capital Management
Arizona
$3.83M +$3.47M +59,541 +787%
CWM
396
Congress Wealth Management
Massachusetts
$3.8M +$3.19M +54,747 +475%
4A
397
4Wealth Advisors
Illinois
$3.79M +$224K +3,849 +6%
AFP
398
Ausdal Financial Partners
Iowa
$3.79M +$413K +7,097 +12%
IPA
399
Investment Planning Advisors
Georgia
$3.78M -$84.4K -1,449 -2%
SMC
400
Smith, Moore & Co
Missouri
$3.77M +$112K +1,914 +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.