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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
PWM
676
Prosperity Wealth Management
California
$1.34M +$360K +6,507 +38%
CWP
677
Concord Wealth Partners
Virginia
$1.34M -$298K -5,373 -19%
CAMV
678
Concord Asset Management (Virginia)
Virginia
$1.34M +$1.31M +23,571 New
Fifth Third Bancorp
679
Fifth Third Bancorp
Ohio
$1.33M -$112K -2,017 -8%
BWP
680
Burling Wealth Partners
Illinois
$1.33M -$93.7K -1,692 -7%
MWM
681
Meridian Wealth Management
Kentucky
$1.32M +$179K +3,239 +16%
CFB
682
Cullen/Frost Bankers
Texas
$1.32M +$299K +5,403 +30%
CCM
683
Coldstream Capital Management
Washington
$1.32M -$1.72K -31 -0.1%
LI
684
LRI Investments
Florida
$1.31M +$87K +1,570 +7%
PAS
685
PKS Advisory Services
New York
$1.3M -$528K -9,526 -29%
HWM
686
Howard Wealth Management
Connecticut
$1.3M +$176K +3,180 +16%
TWM
687
Triton Wealth Management
Arizona
$1.3M +$1.26M +22,680 New
MWM
688
Mission Wealth Management
California
$1.29M -$275K -4,967 -18%
PPW
689
Pasadena Private Wealth
California
$1.29M +$145K +2,620 +13%
RA
690
RoundAngle Advisors
New Jersey
$1.28M +$3.54K +64 +0.3%
HSA
691
HBK Sorce Advisory
Pennsylvania
$1.28M -$225K -4,070 -15%
CWMS
692
Cannon Wealth Management Services
North Carolina
$1.28M +$23.5K +424 +2%
AA
693
Acorns Advisers
California
$1.27M +$343K +6,196 +38%
FHC
694
First Heartland Consultants
Missouri
$1.27M +$13.4K +242 +1%
PAG
695
Paladin Advisory Group
Iowa
$1.26M -$47K -848 -4%
TWM
696
Trueblood Wealth Management
Ohio
$1.26M -$17.1K -308 -1%
CW
697
Code Waechter
Florida
$1.26M +$642K +11,588 +110%
WN
698
Williams & Novak
California
$1.25M +$162K +2,925 +15%
BFWA
699
Benchmark Financial Wealth Advisors
Florida
$1.25M -$121K -2,178 -9%
CAM
700
CPA Asset Management
Florida
$1.23M +$136K +2,460 +13%

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.