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JPMorgan Equity Premium Income ETF
JEPI

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: 1,263 → 1,283 (+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: 157 → 142 (-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

Top Buyers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
+$387M
2
Morgan Stanley
Morgan Stanley
New York
+$106M
3
LPL Financial
LPL Financial
California
+$78.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73.6M
5
HC
Hamilton Capital
Ohio
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$818M
2
RCM
Requisite Capital Management
Texas
-$57.1M
3
AWS
Atria Wealth Solutions
New York
-$47.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$39M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
51
Lebenthal Global Advisors
New York
$41.9M +$5.79M +104,604 +17%
P
52
&Partners
Tennessee
$41.8M +$7.26M +131,064 +22%
HCM
53
Hilton Capital Management
New York
$41.8M +$11.4M +205,641 +39%
HIP
54
HUB Investment Partners
Texas
$39.1M +$858K +15,493 +2%
PA
55
Pinnacle Associates
New York
$38.9M +$289K +5,209 +0.8%
KCM
56
Kathmere Capital Management
Pennsylvania
$37.6M +$1.48M +26,742 +4%
TCM
57
Traynor Capital Management
Pennsylvania
$37.5M +$29.4M +531,388 +414%
OC
58
Oakworth Capital
Alabama
$37.1M +$112K +2,020 +0.3%
SF
59
Synovus Financial
Georgia
$37M +$1.49M +26,911 +4%
SC
60
Savant Capital
Illinois
$36.8M +$34.8M +628,572 +3,280%
MW
61
Melia Wealth
Oklahoma
$36.7M +$1.85M +33,358 +5%
CBA
62
Coastal Bridge Advisors
Connecticut
$35.8M +$34.9M +630,278 New
CIA
63
Capital Investment Advisors
Georgia
$35.4M -$1.62M -29,154 -4%
NA
64
Nottingham Advisors
New York
$35.3M +$117K +2,105 +0.3%
KPWS
65
Kestra Private Wealth Services
Texas
$35.1M +$3.14M +56,713 +10%
SI
66
Stephens Inc
Arkansas
$34.9M +$1.33M +24,034 +4%
PS
67
Principal Securities
Iowa
$31.9M +$8.95M +161,516 +41%
WAM
68
WNY Asset Management
New York
$31.5M +$12.1M +218,251 +65%
NA
69
NewEdge Advisors
Louisiana
$31.3M +$16.1M +289,862 +111%
PFS
70
Prospera Financial Services
Texas
$30.9M +$1.9M +34,372 +7%
FFBTD
71
First Financial Bank - Trust Division
Ohio
$30.1M +$29.3M +528,608 New
HAS
72
HBW Advisory Services
California
$29.8M -$1.32M -23,844 -4%
SIM
73
Stratos Investment Management
Ohio
$29.8M +$4.38M +79,063 +18%
JWCA
74
J.W. Cole Advisors
Florida
$29.7M +$9.92M +179,086 +52%
RA
75
Rational Advisors
New York
$29.2M +$136K +2,456 +0.5%
1 2
3
4 5

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.