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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
CA
576
Crewe Advisors
Utah
$1.93M +$127K +2,172 +7%
UW
577
Unique Wealth
Florida
$1.92M -$744K -12,769 -28%
JIC
578
Joel Isaacson & Co
New York
$1.91M +$1.19M +20,345 +155%
WAM
579
Worth Asset Management
Texas
$1.91M
SCM
580
Sage Capital Management
New Jersey
$1.91M +$13.1K +224 +0.7%
RWM
581
Riverbend Wealth Management
South Carolina
$1.9M -$1.69K -29 -0.1%
IWM
582
IHT Wealth Management
Illinois
$1.9M -$483K -8,294 -20%
CPC
583
Consolidated Planning Corp
Georgia
$1.9M -$17.4K -298 -0.9%
CCP
584
Clarity Capital Partners
California
$1.9M -$17.1K -293 -0.9%
FAM
585
Frontier Asset Management
Wyoming
$1.89M -$197K -3,377 -9%
KIA
586
Kraematon Investment Advisors
Massachusetts
$1.88M -$114K -1,965 -6%
BlackRock
587
BlackRock
New York
$1.87M +$92.6K +1,590 +5%
MFA
588
Mayflower Financial Advisors
Massachusetts
$1.87M +$69.6K +1,195 +4%
BIS
589
BG Investment Services
Guam
$1.86M +$325K +5,574 +21%
PAS
590
PKS Advisory Services
New York
$1.85M -$42.1K -723 -2%
MW
591
Maia Wealth
Colorado
$1.85M -$552K -9,470 -22%
RMC
592
Ring Mountain Capital
California
$1.84M +$84.1K +1,444 +5%
ST
593
Somerset Trust
Pennsylvania
$1.82M +$175K +3,008 +10%
GGS
594
Galvin Gaustad & Stein
Arizona
$1.82M +$36.8K +631 +2%
WCP
595
Wealthcare Capital Partners
Pennsylvania
$1.82M -$171K -2,930 -8%
RMF
596
Red Mountain Financial
Colorado
$1.81M +$121K +2,084 +7%
BWM
597
BKM Wealth Management
Wisconsin
$1.8M +$41.2K +708 +2%
BAG
598
Bridgewealth Advisory Group
California
$1.78M -$5.33M -91,521 -75%
GFG
599
Grantvest Financial Group
New Jersey
$1.77M +$154K +2,647 +9%
CIG
600
Cascade Investment Group
Colorado
$1.75M -$26K -447 -1%

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.