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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
RPGK
451
Retirement Planning Group (Kansas)
Kansas
$3.03M -$28.7K -492 -0.9%
MWA
452
Moser Wealth Advisors
Washington
$3.01M +$307K +5,275 +11%
FFS
453
Fortress Financial Solutions
Arizona
$3M +$152K +2,613 +5%
BFA
454
Beaumont Financial Advisors
Massachusetts
$2.98M +$11.2K +193 +0.4%
OBWG
455
Onyx Bridge Wealth Group
New York
$2.97M +$102K +1,751 +3%
EH
456
Equitable Holdings
New York
$2.96M +$324K +5,562 +12%
NS
457
NBC Securities
Alabama
$2.92M +$2.98M +51,173 +189,530%
SCA
458
Scott Capital Advisors
Oregon
$2.91M +$150K +2,567 +5%
PG
459
Patten Group
Tennessee
$2.89M +$14.9K +255 +0.5%
TA
460
TrueWealth Advisors
Alabama
$2.89M -$156K -2,672 -5%
SA
461
Sovran Advisors
California
$2.88M -$116K -1,991 -4%
JIP
462
Jaffetilchin Investment Partners
Florida
$2.88M -$12.6M -216,836 -81%
SWP
463
Stratos Wealth Partners
Ohio
$2.85M -$264K -4,529 -8%
SKK
464
Shepherd Kaplan Krochuk
Massachusetts
$2.85M -$432K -7,407 -13%
PIA
465
Panoramic Investment Advisors
Colorado
$2.84M -$46.1K -792 -2%
RAM
466
Redmond Asset Management
Virginia
$2.83M +$33.7K +579 +1%
BWA
467
Beam Wealth Advisors
Louisiana
$2.83M -$97.2K -1,669 -3%
JFG
468
Jefferies Financial Group
New York
$2.83M -$692K -11,879 -19%
HWM
469
HB Wealth Management
Georgia
$2.83M +$87.9K +1,509 +3%
MEAC
470
M.E. Allison & Co
Texas
$2.79M +$166K +2,843 +6%
PFG
471
Prosperity Financial Group
California
$2.79M +$254K +4,356 +10%
BWM
472
Base Wealth Management
Florida
$2.78M +$2.83M +48,656 New
S
473
Sunpointe
Missouri
$2.78M +$310K +5,316 +12%
CTWM
474
Cherry Tree Wealth Management
Minnesota
$2.78M +$997K +17,119 +54%
HTC
475
Haverford Trust Company
Pennsylvania
$2.75M +$1.53M +26,178 +119%

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.