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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
SW
426
SlateStone Wealth
Florida
$3.28M -$308K -5,288 -8%
WP
427
Wealthspan Partners
Iowa
$3.28M +$719K +12,341 +27%
SOS
428
Silver Oak Securities
Tennessee
$3.27M +$171K +2,928 +5%
EFG
429
Ehrlich Financial Group
California
$3.26M -$24.6K -423 -0.7%
RW
430
Rockport Wealth
Ohio
$3.25M -$136K -2,340 -4%
CWA
431
Clarity Wealth Advisors
California
$3.25M +$68.9K +1,182 +2%
PP
432
Prudential plc
United Kingdom
$3.22M
NCG
433
Newport Capital Group
New Jersey
$3.22M +$1.25M +21,514 +62%
PD
434
Planning Directions
Pennsylvania
$3.21M +$264K +4,530 +9%
MIC
435
Means Investment Company
Maine
$3.2M -$810K -13,901 -20%
SW
436
SkyOak Wealth
Michigan
$3.2M +$361K +6,194 +12%
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$3.17M +$558K +9,571 +21%
RFA
438
Register Financial Advisors
Georgia
$3.17M +$301K +5,163 +10%
JHC
439
J. Hagan Capital
Kentucky
$3.15M +$3.19M +54,762 New
FFN
440
Focus Financial Network
Minnesota
$3.14M +$84.4K +1,449 +3%
BAM
441
Bellevue Asset Management
Washington
$3.11M +$55.9K +960 +2%
BA
442
Bristlecone Advisors
Washington
$3.11M -$54.9K -943 -2%
SEIA
443
Signature Estate & Investment Advisors
California
$3.11M +$333K +5,716 +12%
AC
444
AlphaCore Capital
California
$3.1M +$3.16M +54,298 New
AG
445
AmeriFlex Group
Nevada
$3.1M +$537K +9,218 +20%
SCM
446
Saxony Capital Management
Missouri
$3.08M +$913K +15,667 +41%
RIA
447
Regal Investment Advisors
Michigan
$3.08M -$6.05M -103,771 -66%
GIA
448
Gladstone Institutional Advisory
Florida
$3.08M +$939K +16,122 +43%
Ameriprise
449
Ameriprise
Minnesota
$3.04M +$755K +12,965 +32%
HA
450
Herold Advisors
New York
$3.04M +$10.1K +174 +0.3%

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.