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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
BMWM
776
Brown Miller Wealth Management
Virginia
$855K +$151K +2,585 +21%
BBL
777
Beck Bode LLC
Massachusetts
$854K -$184K -3,158 -17%
CCAM
778
Cascades Capital Asset Management
North Carolina
$851K +$334K +5,739 +63%
Goldman Sachs
779
Goldman Sachs
New York
$847K +$864K +14,830 New
CCIA
780
Cherry Creek Investment Advisors
Colorado
$845K +$699 +12 +0.1%
TP
781
Tranquility Partners
Tennessee
$837K +$60.2K +1,034 +8%
FFG
782
Floyd Financial Group
Missouri
$836K +$86K +1,476 +11%
PCTC
783
Perkins Coie Trust Company
Washington
$828K +$844K +14,485 New
SIM
784
Studio Investment Management
Illinois
$824K +$840K +14,415 New
SFB
785
STAR Financial Bank
Indiana
$823K -$27.9K -479 -3%
TMWM
786
Taylor & Morgan Wealth Management
Michigan
$823K -$109K -1,865 -11%
SA
787
Skyline Advisors
Washington
$823K +$177K +3,039 +27%
LSA
788
L & S Advisors
California
$822K -$25.7K -441 -3%
TDC
789
Thompson Davis & Co
Virginia
$820K +$58.8K +1,009 +8%
RA
790
Rockingstone Advisors
Massachusetts
$819K -$39K -670 -4%
MMCM
791
Murphy & Mullick Capital Management
New York
$818K +$167K +2,869 +25%
MAG
792
MRA Advisory Group
New Jersey
$818K +$7.81K +134 +0.9%
DWG
793
Darden Wealth Group
Michigan
$814K +$5.83K +100 +0.7%
CP
794
Capital Planning
Washington
$811K +$260K +4,467 +46%
CRWM
795
Castle Rock Wealth Management
California
$810K -$38.7K -664 -4%
DPI
796
Diversified Portfolios Inc
Michigan
$806K +$14.5K +249 +2%
NWA
797
Navis Wealth Advisors
New York
$805K -$469K -8,056 -36%
KIM
798
Kane Investment Management
California
$798K +$20.9K +359 +3%
GAM
799
Grandview Asset Management
Pennsylvania
$788K +$583 +10 +0.1%
SIM
800
Seaview Investment Managers
Florida
$787K -$95.4K -1,638 -11%

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.