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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
BI
726
Beckerman Institutional
New Jersey
$1.14M -$106K -1,916 -9%
Citadel Advisors
727
Citadel Advisors
Florida
$1.13M -$13.6M -245,271 -92%
JIC
728
Johnson Investment Counsel
Ohio
$1.13M -$105K -1,895 -9%
CA
729
CoreCap Advisors
Michigan
$1.12M +$664K +11,995 +156%
NA
730
Nordwand Advisors
Pennsylvania
$1.11M
CT
731
Clearstead Trust
Maine
$1.11M +$665K +12,008 +160%
TAM
732
Tucker Asset Management
Colorado
$1.11M +$63.8K +1,152 +6%
BA
733
Bellwether Advisors
Nebraska
$1.1M
O3W
734
Omni 360 Wealth
New Jersey
$1.1M +$36.3K +656 +4%
AGP
735
Autumn Glory Partners
Texas
$1.1M -$136K -2,450 -11%
SPWG
736
Syntegra Private Wealth Group
Missouri
$1.09M +$92.1K +1,662 +9%
FH
737
FWG Holdings
Florida
$1.08M -$22.5K -406 -2%
S4W
738
Solutions 4 Wealth
Texas
$1.08M +$199K +3,589 +23%
WKSWA
739
White Knight Strategic Wealth Advisors
New Jersey
$1.08M +$139K +2,517 +15%
BTI
740
Blue Trust Inc
Georgia
$1.07M +$886 +16 +0.1%
IWB
741
Innovative Wealth Building
Maryland
$1.07M +$58.3K +1,053 +6%
TWP
742
Tempus Wealth Planning
California
$1.06M
CPA
743
Cardiff Park Advisors
California
$1.05M +$13.5K +243 +1%
AFO
744
Arrowroot Family Office
California
$1.05M +$1.02M +18,496 New
Natixis Advisors
745
Natixis Advisors
Massachusetts
$1.04M +$1.02M +18,390 New
TF
746
Tandem Financial
Colorado
$1.04M +$40.5K +731 +4%
CWP
747
Cyndeo Wealth Partners
Florida
$1.04M +$5.59K +101 +0.6%
MFGM
748
Marshall Financial Group (Maryland)
Maryland
$1.04M -$253K -4,573 -20%
SFA
749
Sequoia Financial Advisors
Ohio
$1.04M -$181K -3,274 -15%
MWM
750
Marion Wealth Management
Pennsylvania
$1.02M -$71.7K -1,294 -7%

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.