We are live on ! Find out more
JEPI icon

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
CA
401
Claro Advisors
Massachusetts
$3.77M +$510K +8,757 +15%
GSEP
402
Golden State Equity Partners
California
$3.77M -$117K -2,001 -3%
PWP
403
Private Wealth Partners
California
$3.74M +$1.7M +29,096 +80%
RA
404
RFG Advisory
Alabama
$3.71M +$433K +7,434 +13%
FFP
405
FourThought Financial Partners
Florida
$3.65M +$87.5K +1,502 +2%
FF
406
Fairway Financial
Florida
$3.64M -$52.8K -906 -1%
NC
407
Napatree Capital
Rhode Island
$3.64M +$246K +4,221 +7%
SWP
408
Semus Wealth Partners
Florida
$3.62M +$241K +4,139 +7%
WA
409
Whipplewood Advisors
Colorado
$3.62M -$876K -15,030 -40%
RSWM
410
Robertson Stephens Wealth Management
California
$3.6M -$323K -5,539 -8%
LHC
411
Little House Capital
Massachusetts
$3.6M +$3.67M +62,918 New
CFG
412
Citizens Financial Group
Rhode Island
$3.58M +$2.35M +40,279 +180%
ICP
413
Interchange Capital Partners
Pennsylvania
$3.57M +$30.5K +524 +0.8%
RFWA
414
RPg Family Wealth Advisory
Massachusetts
$3.54M +$388K +6,654 +12%
GFG
415
Goldstone Financial Group
Illinois
$3.51M -$409K -7,025 -10%
WMA
416
West Michigan Advisors
Michigan
$3.47M +$133K +2,280 +4%
DOA
417
D'Orazio & Associates
Virginia
$3.46M -$67.9K -1,165 -2%
SCA
418
Sulzberger Capital Advisors
Florida
$3.41M -$1.68M -28,915 -33%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$3.38M -$663K -11,379 -16%
AC
420
AIFG Consultants
New York
$3.36M -$185K -3,172 -5%
BCA
421
Bay Capital Advisors
Virginia
$3.35M +$228K +3,919 +7%
PWM
422
Perigon Wealth Management
California
$3.35M -$574K -9,853 -14%
EWA
423
Evolution Wealth Advisors
Florida
$3.34M -$274K -4,710 -7%
IP
424
Ignite Planners
California
$3.31M -$82.7K -1,420 -2%
ACM
425
AlphaStar Capital Management
North Carolina
$3.31M +$2.34M +40,148 +227%

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.