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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
SDH
676
Sloy Dahl & Holst
Washington
$1.24M +$533K +9,145 +73%
Northern Trust
677
Northern Trust
Illinois
$1.24M -$108K -1,851 -8%
CWIG
678
Chung Wu Investment Group
Texas
$1.23M -$29.1K -500 -2%
LI
679
LRI Investments
Florida
$1.23M -$18.4K -315 -1%
SFA
680
Sequoia Financial Advisors
Ohio
$1.23M +$885K +15,185 +240%
CWMS
681
Cannon Wealth Management Services
North Carolina
$1.23M +$149K +2,554 +13%
PCM
682
Pointe Capital Management
Michigan
$1.22M -$40.4K -693 -3%
RCWM
683
Red Crane Wealth Management
California
$1.21M +$23.5K +404 +2%
APW
684
Aurora Private Wealth
New Jersey
$1.2M -$75.8K -1,301 -6%
ACM
685
Andina Capital Management
Utah
$1.19M -$40.2K -690 -3%
MCA
686
Millennium Capital Advisors
Arkansas
$1.19M +$76.4K +1,312 +7%
HFS
687
Howard Financial Services
Texas
$1.18M -$49.4K -848 -4%
MPPLM
688
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.17M +$59.7K +1,025 +5%
SNBOSD
689
Security National Bank of So Dak
Iowa
$1.17M +$1.19M +20,435 New
Bessemer Group
690
Bessemer Group
New Jersey
$1.17M -$10.7M -184,329 -90%
NWMP
691
Noble Wealth Management PBC
Colorado
$1.16M -$1.21M -20,811 -51%
KF
692
KKM Financial
Illinois
$1.15M +$65.5K +1,125 +6%
ACM
693
Alpha Capital Management
Texas
$1.15M +$2.04K +35 +0.2%
MWM
694
Meridian Wealth Management
Kentucky
$1.15M +$54K +926 +5%
PPW
695
Pasadena Private Wealth
California
$1.14M +$1.16M +19,985 New
FA
696
Fountainhead AM
New Jersey
$1.14M +$56.6K +972 +5%
NA
697
Novus Advisors
South Carolina
$1.14M +$16K +274 +1%
MCM
698
Mendel Capital Management
Arkansas
$1.14M +$1.17K +20 +0.1%
ATS
699
Ashton Thomas Securities
New York
$1.13M +$31.1K +533 +3%
HWM
700
Howard Wealth Management
Connecticut
$1.12M +$58 +1 +0%

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.