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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
AWM
826
Activest Wealth Management
Florida
$733K +$3.93K +71 +0.6%
RFA
827
Reyes Financial Architecture
California
$731K -$184K -3,314 -20%
IBOK
828
Independence Bank of Kentucky
Kentucky
$727K
AI
829
Auour Investments
Massachusetts
$725K +$31.4K +567 +5%
TSWM
830
Tyler-Stone Wealth Management
Ohio
$723K
NWA
831
Navis Wealth Advisors
New York
$723K -$76.2K -1,375 -10%
CCP
832
Clarity Capital Partners
California
$718K -$1.14M -20,631 -62%
CRC
833
Curi RMB Capital
Illinois
$716K +$61.9K +1,117 +10%
TDC
834
Thompson Davis & Co
Virginia
$715K -$99K -1,787 -12%
TWP
835
Triad Wealth Partners
Kansas
$713K +$301K +5,432 +76%
NCM
836
Novare Capital Management
North Carolina
$710K -$24K -433 -3%
AWM
837
AllSquare Wealth Management
New York
$705K -$384K -6,928 -36%
AFC
838
AFT Forsyth & Company
Florida
$704K +$181K +3,270 +36%
MWP
839
Madison Wealth Partners
Wisconsin
$704K +$28.4K +513 +4%
LWM
840
Lakeridge Wealth Management
Ohio
$696K +$77.6K +1,400 +13%
LWM
841
Lionsbridge Wealth Management
Florida
$694K -$4.1M -73,953 -86%
FG
842
Fiduciary Group
Georgia
$684K +$61.5K +1,110 +10%
MAMG
843
Milestone Asset Management Group
Connecticut
$682K +$21.1K +381 +3%
RFC
844
Regions Financial Corp
Alabama
$671K -$838K -15,131 -56%
FGA
845
Fortis Group Advisors
New Jersey
$671K +$658K +11,879 New
WB
846
West Bancorporation
Iowa
$669K -$94.7K -1,710 -13%
OWP
847
ORG Wealth Partners
Texas
$669K -$209K -3,770 -24%
DWG
848
Darden Wealth Group
Michigan
$668K -$138K -2,500 -18%
CAP
849
Columbia Advisory Partners
Washington
$666K +$240K +4,328 +59%
ACP
850
Arcus Capital Partners
Georgia
$653K -$1.99K -36 -0.3%

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.