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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
FLPIM
751
F.L. Putnam Investment Management
Massachusetts
$1.01M -$661K -11,928 -40%
BJL
752
Brighton Jones LLC
Washington
$990K +$562K +10,146 +139%
CAM
753
Cozad Asset Management
Illinois
$983K -$37.2K -672 -4%
BMCM
754
Bryn Mawr Capital Management
Pennsylvania
$978K +$13.4K +241 +1%
EFL
755
ERn Financial LLC
Wisconsin
$976K -$272K -4,914 -22%
RWS
756
Resolute Wealth Strategies
Mississippi
$973K +$18.4K +333 +2%
I
757
INVST
Indiana
$973K +$279K +5,029 +42%
MFG
758
Menard Financial Group
Texas
$968K -$12.8K -231 -1%
ACP
759
Aviance Capital Partners
Florida
$962K -$36.5K -659 -4%
DWM
760
Dakota Wealth Management
Florida
$960K -$13K -235 -1%
NL
761
NVWM LLC
Pennsylvania
$952K +$2.49K +45 +0.3%
SFG
762
SNS Financial Group
Minnesota
$951K +$33.5K +605 +4%
SIM
763
Studio Investment Management
Illinois
$943K +$120K +2,171 +15%
WTC
764
WhitTier Trust Company
Nevada
$940K +$833K +15,042 +1,000%
ATS
765
Ashton Thomas Securities
New York
$933K -$182K -3,291 -17%
BCP
766
Blue Chip Partners
Michigan
$930K +$10.6K +192 +1%
ACP
767
Argyle Capital Partners
California
$927K +$38.8K +701 +4%
MLRA
768
Main Line Retirement Advisors
Montana
$925K -$351K -6,343 -28%
JWM
769
Jupiter Wealth Management
Colorado
$921K
TA
770
Tactive Advisors
Florida
$919K +$895K +16,161 New
SWIM
771
Smallwood Wealth Investment Management
New Jersey
$917K +$165K +2,977 +23%
DPI
772
Diversified Portfolios Inc
Michigan
$915K +$111K +1,997 +14%
IA
773
IAM Advisory
Pennsylvania
$910K -$20.6K -372 -2%
RCWM
774
Red Crane Wealth Management
California
$906K -$289K -5,209 -25%
BMWM
775
Brown Miller Wealth Management
Virginia
$903K +$50.9K +919 +6%

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.