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JPMorgan Equity Premium Income ETF
JEPI

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: 142 → 157 (+15)

1% more funds holding

Funds holding: 1,254 → 1,264 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$434M
2
Morgan Stanley
Morgan Stanley
New York
+$140M
3
Bank of America
Bank of America
North Carolina
+$83.1M
4
Wells Fargo
Wells Fargo
California
+$67.5M
5
Raymond James Financial
Raymond James Financial
Florida
+$48.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$49M
2
EFH
Eaton Financial Holdings
Florida
-$42.1M
3
QC
Quadrature Capital
United Kingdom
-$37.6M
4
LFG
Leverty Financial Group
Wisconsin
-$29.6M
5
CBA
Coastal Bridge Advisors
Connecticut
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
626
Per Stirling Capital Management
Texas
$1.56M +$83.4K +1,432 +6%
FFS
627
Founders Financial Securities
Maryland
$1.55M +$142K +2,433 +9%
SFG
628
Sovereign Financial Group
Connecticut
$1.55M +$205K +3,525 +15%
LA
629
Lifeworks Advisors
Michigan
$1.55M +$1.32M +22,698 +522%
RFC
630
Regions Financial Corp
Alabama
$1.54M +$67.7K +1,162 +5%
MA
631
Modus Advisors
Minnesota
$1.53M -$55.1K -945 -3%
HSA
632
HBK Sorce Advisory
Pennsylvania
$1.52M +$204K +3,505 +15%
CCMW
633
Cypress Capital Management (Wyoming)
Wyoming
$1.5M -$30.5K -523 -2%
NA
634
Note Advisors
New York
$1.5M +$163K +2,800 +12%
WCM
635
Winebrenner Capital Management
Kentucky
$1.48M -$194K -3,338 -11%
AAS
636
Asset Allocation Strategies
Michigan
$1.47M +$111K +1,897 +8%
SDWIA
637
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M +$242K +4,157 +19%
TC
638
TFR Capital
Texas
$1.46M +$961K +16,503 +182%
PEA
639
Park Edge Advisors
Ohio
$1.45M +$139K +2,388 +10%
Fifth Third Bancorp
640
Fifth Third Bancorp
Ohio
$1.45M -$162K -2,776 -10%
WDG
641
Wealth Dimensions Group
Ohio
$1.45M +$66.1K +1,135 +5%
HWMO
642
Heritage Wealth Management (Ohio)
Ohio
$1.45M +$199K +3,414 +16%
BWP
643
Burling Wealth Partners
Illinois
$1.43M -$107K -1,844 -7%
EWA
644
Etesian Wealth Advisors
Oregon
$1.43M +$172K +2,944 +13%
BFWM
645
Bright Futures Wealth Management
New York
$1.42M -$32.6K -560 -2%
IA
646
Inspire Advisors
Idaho
$1.42M +$1.44M +24,793 New
NG
647
Novem Group
New York
$1.42M +$118K +2,032 +9%
IFWM
648
Institute for Wealth Management
Colorado
$1.41M +$9.61K +165 +0.7%
LS
649
Leelyn Smith
Illinois
$1.41M +$48.9K +839 +4%
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$1.41M +$57.9K +994 +4%
24 25
26
27 28

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.