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JPMorgan Equity Premium Income ETF
JEPI

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: 1,263 → 1,283 (+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: 157 → 142 (-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

Top Buyers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
+$387M
2
Morgan Stanley
Morgan Stanley
New York
+$106M
3
LPL Financial
LPL Financial
California
+$78.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73.6M
5
HC
Hamilton Capital
Ohio
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$818M
2
RCM
Requisite Capital Management
Texas
-$57.1M
3
AWS
Atria Wealth Solutions
New York
-$47.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$39M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$97.1M +$62.2M +1,122,256 +191%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$87.5M +$5.56M +100,361 +7%
EG
28
Enstar Group
Bermuda
$87.5M – – –
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$87M -$10.1M -182,939 -11%
Franklin Resources
30
Franklin Resources
California
$84.5M +$20.8M +374,976 +34%
FWP
31
FAS Wealth Partners
Kansas
$84.1M +$3.54M +63,939 +5%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$81.9M +$43.1M +777,592 +116%
FFA
33
First Foundation Advisors
California
$81.3M -$3.99M -72,105 -5%
CA
34
Clearstead Advisors
Ohio
$81.1M -$3.35M -60,558 -4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$78.6M +$6.59M +119,026 +9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$75.4M +$5.94M +107,147 +9%
HC
37
Hamilton Capital
Ohio
$72.4M +$70.5M +1,273,052 New
AAS
38
Avantax Advisory Services
Texas
$69.3M +$1.46M +26,410 +2%
AF
39
Allworth Financial
California
$65M +$870K +15,696 +1%
CAI
40
Capital Advisors Inc
Oklahoma
$59.4M +$1.04M +18,819 +2%
Truist Financial
41
Truist Financial
North Carolina
$57.3M +$6.4M +115,483 +13%
CSP
42
Cary Street Partners
Virginia
$55.8M +$1.68M +30,330 +3%
AUB
43
Atlantic Union Bankshares
Virginia
$54.4M +$45.4M +820,010 +602%
SPIA
44
Steward Partners Investment Advisory
New York
$53.4M +$3.88M +70,109 +8%
TFA
45
Teamwork Financial Advisors
Texas
$51.6M +$8.55M +154,252 +20%
AWM
46
Apollon Wealth Management
South Carolina
$48.5M -$7.89M -142,369 -14%
BCM
47
Brookstone Capital Management
Illinois
$47.1M +$1.9M +34,336 +4%
PCG
48
Prosperity Consulting Group
Maryland
$46.3M +$2.83M +51,103 +7%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$44.4M +$2.76M +49,790 +7%
SA
50
Sanctuary Advisors
Indiana
$42.2M +$5M +90,195 +14%
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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.