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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
MCM
551
Mainstream Capital Management
California
$2.08M -$201K -3,451 -9%
OC
552
Optima Capital
Oregon
$2.07M +$1.49M +25,655 +243%
VHAM
553
Van Hulzen Asset Management
California
$2.07M +$47.8K +820 +2%
VWM
554
Vigilare Wealth Management
Arizona
$2.06M -$96.5K -1,656 -4%
FMTCOCP
555
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.05M +$22K +377 +1%
RWPA
556
Richard W. Paul & Associates
Michigan
$2.05M +$72.8K +1,249 +4%
TNA
557
True North Advisors
Texas
$2.04M +$606K +10,398 +41%
EFMC
558
Empire Financial Management Company
New York
$2.04M +$28.2K +484 +1%
GCM
559
Gables Capital Management
Florida
$2.03M -$30K -515 -1%
AFS
560
Anderson Financial Strategies
Ohio
$2.03M +$2.07M +35,587 +3,558,700%
WWM
561
Whalen Wealth Management
Nevada
$2.03M -$1.92M -32,945 -48%
PCM
562
Pennsylvania Capital Management
Pennsylvania
$2.03M +$329K +5,644 +19%
5W
563
5T Wealth
California
$2.02M +$40K +687 +2%
BB
564
Bell Bank
North Dakota
$2.02M -$674K -11,565 -25%
IIA
565
Integral Investment Advisors
California
$2M -$2.76M -47,400 -57%
GPWM
566
Grant Private Wealth Management
California
$2M -$266K -4,560 -12%
MIM
567
Moseley Investment Management
Florida
$1.99M +$178K +3,059 +10%
PCP
568
Proficio Capital Partners
Massachusetts
$1.99M +$2.03M +34,800 New
SC
569
Scotia Capital
Ontario, Canada
$1.99M -$538K -9,230 -21%
LCWP
570
Legacy Capital Wealth Partners
Arkansas
$1.98M -$144K -2,477 -7%
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$1.95M +$29.1K +500 +1%
MP
572
McDonald Partners
Ohio
$1.94M +$203K +3,485 +11%
LFS
573
Legacy Financial Strategies
Kansas
$1.94M +$906K +15,559 +85%
TCM
574
Triumph Capital Management
Colorado
$1.94M -$778K -13,361 -28%
SIS
575
Sound Income Strategies
Florida
$1.93M +$726K +12,453 +58%

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.