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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
BFWA
651
Benchmark Financial Wealth Advisors
Florida
$1.38M +$120K +2,058 +9%
BWM
652
BCGM Wealth Management
Indiana
$1.38M -$14.4K -247 -1%
WA
653
Wealth Alliance
New York
$1.37M -$47.2K -810 -3%
DFG
654
Delta Financial Group
New Jersey
$1.37M +$150K +2,580 +12%
VWM
655
Venturi Wealth Management
Texas
$1.35M +$135K +2,321 +11%
KIM
656
Kestra Investment Management
Texas
$1.35M +$659K +11,317 +92%
PF
657
Prosperitas Financial
California
$1.33M +$1.36M +23,304 New
PSIWM
658
Paradigm Strategies in Wealth Management
Minnesota
$1.33M +$222K +3,817 +20%
CCM
659
Coldstream Capital Management
Washington
$1.33M +$154K +2,639 +13%
PAG
660
Paladin Advisory Group
Iowa
$1.32M +$69.1K +1,186 +5%
TC
661
TownSquare Capital
Utah
$1.31M +$665K +11,418 +99%
LFA
662
LGT Financial Advisors
Texas
$1.31M +$403K +6,925 +43%
MFGM
663
Marshall Financial Group (Maryland)
Maryland
$1.31M -$5.34M -91,707 -80%
ACM
664
Aurdan Capital Management
Pennsylvania
$1.3M +$603K +10,344 +83%
SFC
665
Strategic Financial Concepts
Texas
$1.3M +$9.26K +159 +0.7%
WIM
666
WealthPlan Investment Management
Nebraska
$1.3M +$110K +1,895 +9%
MLRA
667
Main Line Retirement Advisors
Montana
$1.29M -$98.5K -1,690 -7%
RA
668
RoundAngle Advisors
New Jersey
$1.29M +$11.4K +196 +0.9%
TWM
669
Trueblood Wealth Management
Ohio
$1.29M -$86.5K -1,484 -6%
GCM
670
Generation Capital Management
New York
$1.28M +$723K +12,415 +124%
EFL
671
ERn Financial LLC
Wisconsin
$1.26M +$36.9K +633 +3%
FHC
672
First Heartland Consultants
Missouri
$1.26M -$120K -2,068 -9%
BI
673
Beckerman Institutional
New Jersey
$1.25M -$120K -2,066 -9%
JIC
674
Johnson Investment Counsel
Ohio
$1.25M -$271K -4,659 -18%
AGP
675
Autumn Glory Partners
Texas
$1.24M +$72.2K +1,240 +6%

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.