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JPMorgan Equity Premium Income ETF

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: 1,2631,283 (+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: 157142 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PP
626
PDS Planning
Ohio
$1.72M +$29.9K +540 +2%
SNBOSD
627
Security National Bank of So Dak
Iowa
$1.7M +$523K +9,450 +46%
EM
628
ELCO Management
New York
$1.69M -$5.54K -100 -0.3%
TC
629
TFR Capital
Texas
$1.67M +$213K +3,842 +15%
DOA
630
D'Orazio & Associates
Virginia
$1.66M -$1.74M -31,373 -52%
FFS
631
Founders Financial Securities
Maryland
$1.65M +$50.8K +917 +3%
PRTG
632
Post Resch Tallon Group
New York
$1.63M -$73.1K -1,320 -4%
NA
633
Note Advisors
New York
$1.62M +$123K +2,227 +8%
PCM
634
Pennsylvania Capital Management
Pennsylvania
$1.61M -$400K -7,218 -20%
BCM
635
Brasada Capital Management
Texas
$1.59M +$752K +13,583 +94%
MA
636
Modus Advisors
Minnesota
$1.59M +$57.8K +1,043 +4%
SIG
637
Spinnaker Investment Group
California
$1.58M -$535K -9,649 -26%
AWE
638
Avidian Wealth Enterprises
Texas
$1.58M -$26K -470 -2%
CFS
639
Coordinated Financial Services
Colorado
$1.57M -$49.2K -888 -3%
SW
640
Simplicity Wealth
New Jersey
$1.57M -$86.4K -1,560 -5%
US Bancorp
641
US Bancorp
Minnesota
$1.55M -$18.3K -330 -1%
SWP
642
Sagespring Wealth Partners
Tennessee
$1.55M -$6M -108,248 -80%
BFPW
643
BOK Financial Private Wealth
Colorado
$1.53M -$101K -1,829 -6%
UW
644
Unique Wealth
Florida
$1.52M -$379K -6,836 -20%
PEA
645
Park Edge Advisors
Ohio
$1.52M +$73.1K +1,320 +5%
PSCM
646
Per Stirling Capital Management
Texas
$1.52M -$31.6K -570 -2%
FPWM
647
FSB Premier Wealth Management
Iowa
$1.52M -$99.4K -1,794 -6%
SDWIA
648
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.51M +$52K +938 +4%
WE
649
Wealth Effects
Massachusetts
$1.51M -$92.6K -1,672 -6%
GI
650
GAMMA Investing
California
$1.5M -$5.77M -104,151 -80%

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.