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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
CWP
726
Cyndeo Wealth Partners
Florida
$1.04M
HW
727
Hancock Whitney
Mississippi
$1.04M +$636K +10,917 +151%
BWM
728
BCS Wealth Management
Tennessee
$1.03M +$1.05M +18,025 New
CAM
729
Cozad Asset Management
Illinois
$1.03M +$42.8K +734 +4%
CFB
730
Cullen/Frost Bankers
Texas
$1.02M -$161K -2,764 -13%
IWB
731
Innovative Wealth Building
Maryland
$1.01M +$607K +10,420 +142%
LAM
732
Lewis Asset Management
California
$1.01M +$127K +2,178 +14%
TF
733
Tandem Financial
Colorado
$1.01M +$265K +4,548 +35%
ACP
734
Aviance Capital Partners
Florida
$1M +$21.4K +368 +2%
SPWG
735
Syntegra Private Wealth Group
Missouri
$1M -$41.3K -709 -4%
MSFS
736
Main Street Financial Solutions
Pennsylvania
$992K -$1.14M -19,608 -53%
NA
737
Nautilus Advisors
California
$990K +$35.7K +613 +4%
DWM
738
Dakota Wealth Management
Florida
$979K -$5.13K -88 -0.5%
PWM
739
Prosperity Wealth Management
California
$978K -$3.9K -67 -0.4%
DA
740
Dover Advisors
Virginia
$977K -$231K -3,958 -19%
LWM
741
LongView Wealth Management
Georgia
$976K +$401K +6,885 +67%
BMCM
742
Bryn Mawr Capital Management
Pennsylvania
$969K -$15.1K -260 -2%
XF
743
XML Financial
Maryland
$966K +$603K +10,350 +158%
AT
744
American Trust
Kentucky
$963K -$4.1M -70,441 -81%
CIA
745
Compass Ion Advisors
Pennsylvania
$959K -$119K -2,050 -11%
RWS
746
Resolute Wealth Strategies
Mississippi
$959K -$35.3K -606 -3%
MFG
747
Menard Financial Group
Texas
$955K -$35.1K -603 -3%
NL
748
NVWM LLC
Pennsylvania
$954K +$17.5K +301 +2%
GM
749
GeoWealth Management
Illinois
$954K -$248K -4,249 -20%
LB
750
Legacy Bridge
Iowa
$952K -$48.1K -826 -5%

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.