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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
TMWM
801
Taylor & Morgan Wealth Management
Michigan
$801K -$17.4K -314 -2%
BWM
802
BCS Wealth Management
Tennessee
$788K -$231K -4,167 -23%
FFA
803
Florida Financial Advisors
Florida
$787K +$96.8K +1,748 +14%
HAP
804
Harbor Asset Planning
Massachusetts
$787K +$767K +13,839 New
BWP
805
Balboa Wealth Partners
Arizona
$786K +$80.4K +1,451 +12%
FA
806
Fountainhead AM
New Jersey
$785K -$341K -6,162 -31%
ARC
807
Advisor Resource Council
Texas
$783K -$58.2K -1,051 -7%
BFG
808
Berger Financial Group
Minnesota
$781K +$298K +5,374 +64%
FWP
809
Falcon Wealth Planning
California
$780K +$275K +4,972 +57%
AAS
810
Annex Advisory Services
Wisconsin
$779K +$55 +1 +0%
CAM
811
Columbia Asset Management
Michigan
$775K
LWL
812
Leo Wealth LLC
Texas
$766K +$746K +13,470 New
PCS
813
Personal CFO Solutions
New Jersey
$765K +$95K +1,714 +15%
CCIA
814
Cherry Creek Investment Advisors
Colorado
$759K -$80.5K -1,453 -10%
RA
815
Rockingstone Advisors
Massachusetts
$758K -$55.4K -1,000 -7%
HCMT
816
Highland Capital Management (Tennessee)
Tennessee
$756K +$737K +13,300 New
GS
817
GWN Securities
Florida
$756K -$17.6M -317,857 -96%
PFA
818
Pure Financial Advisors
California
$753K +$734K +13,248 New
AWP
819
Axis Wealth Partners
Rhode Island
$747K +$365K +6,581 +100%
AWAP
820
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$744K +$14.5K +261 +2%
AWA
821
Arete Wealth Advisors
Illinois
$741K -$3.8M -68,580 -84%
SAI
822
Savvy Advisors Inc
New York
$741K +$722K +13,029 New
WSCM
823
Wellington Shields Capital Management
New York
$735K +$28K +505 +4%
CRWM
824
Castle Rock Wealth Management
California
$734K -$78.6K -1,419 -10%
SIAG
825
Safeguard Investment Advisory Group
California
$733K +$423K +7,640 +145%

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.