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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
IAP
801
Indie Asset Partners
Indiana
$787K -$21.1K -363 -3%
AAS
802
Annex Advisory Services
Wisconsin
$783K -$126K -2,168 -14%
CAM
803
Columbia Asset Management
Michigan
$779K
Betterment LLC
804
Betterment LLC
New York
$772K -$92.8K -1,592 -11%
WB
805
West Bancorporation
Iowa
$771K -$14K -240 -2%
SWIM
806
Smallwood Wealth Investment Management
New Jersey
$751K +$81.3K +1,395 +12%
SFA
807
Souders Financial Advisors
Ohio
$747K +$10.4K +179 +1%
MWM
808
Mascoma Wealth Management
New Hampshire
$742K +$40.5K +696 +6%
NCM
809
Novare Capital Management
North Carolina
$738K -$105K -1,802 -12%
BCM
810
Brasada Capital Management
Texas
$736K -$120K -2,057 -13%
AWAP
811
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$733K +$12.8K +220 +2%
AWM
812
Activest Wealth Management
Florida
$732K +$2.85K +49 +0.4%
IBOK
813
Independence Bank of Kentucky
Kentucky
$731K -$29.1K -500 -4%
TSWM
814
Tyler-Stone Wealth Management
Ohio
$727K
WSFS
815
Wilmington Savings Fund Society
Delaware
$727K +$49.5K +850 +7%
CPRC
816
Consolidated Portfolio Review Corp
New York
$718K +$52.5K +901 +8%
WSCM
817
Wellington Shields Capital Management
New York
$710K +$117 +2 +0%
BWP
818
Balboa Wealth Partners
Arizona
$707K +$144K +2,475 +25%
TA
819
TFB Advisors
Kansas
$703K +$97.1K +1,667 +16%
SMH
820
Sanders Morris Harris
Texas
$698K +$233K +4,000 +49%
LA
821
Latitude Advisors
Florida
$695K +$96.1K +1,650 +16%
SIA
822
Schechter Investment Advisors
Michigan
$692K +$705K +12,106 New
I
823
INVST
Indiana
$690K +$704K +12,081 New
FFA
824
Florida Financial Advisors
Florida
$690K +$296K +5,077 +72%
CGH
825
Crossmark Global Holdings
Texas
$679K +$219K +3,755 +46%

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.