We are live on ! Find out more
JEPI icon

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
III
751
Independent Investors Inc
New York
$952K +$131K +2,245 +16%
WKSWA
752
White Knight Strategic Wealth Advisors
New Jersey
$937K -$219K -3,754 -19%
IA
753
IAM Advisory
Pennsylvania
$936K +$78.4K +1,345 +9%
JSL
754
JT Stratford LLC
Georgia
$935K +$130K +2,231 +16%
MCM
755
Monument Capital Management
Virginia
$932K -$136K -2,341 -13%
RFA
756
Reyes Financial Architecture
California
$925K -$197K -3,378 -17%
BCP
757
Blue Chip Partners
Michigan
$924K -$23.4K -402 -2%
AA
758
Acorns Advisers
California
$922K +$182K +3,125 +24%
TWP
759
Tyche Wealth Partners
Texas
$921K +$574K +9,860 +157%
SFG
760
SNS Financial Group
Minnesota
$921K +$13.8K +237 +1%
IAA
761
Independent Advisor Alliance
North Carolina
$921K +$166K +2,857 +22%
DA
762
Detalus Advisors
Missouri
$917K -$252K -4,332 -21%
JWM
763
Jupiter Wealth Management
Colorado
$915K
TSS
764
Two Sigma Securities
New York
$909K +$484K +8,303 +109%
LWA
765
Lineweaver Wealth Advisors
Ohio
$893K -$4.43K -76 -0.5%
AFP
766
Alpha Financial Partners
Kentucky
$892K +$207K +3,550 +29%
ACP
767
Argyle Capital Partners
California
$892K -$13.7K -235 -1%
OWP
768
ORG Wealth Partners
Texas
$884K +$905K +15,539 New
S4W
769
Solutions 4 Wealth
Texas
$882K +$10.7K +183 +1%
CP
770
Camelot Portfolios
Ohio
$867K +$884K +15,178 New
HH
771
Hilltop Holdings
Texas
$865K -$3.15M -54,039 -78%
CAL
772
Capital Advisors Ltd
Ohio
$861K +$66.1K +1,135 +8%
CCA
773
Cooper Capital Advisors
California
$858K -$123K -2,115 -12%
BONH
774
Bank of New Hampshire
New Hampshire
$857K -$39.3K -675 -4%
ZBNA
775
Zions Bancorporation, National Association
Utah
$857K +$874K +15,000 New

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.