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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
FFG
851
Fiduciary Financial Group
California
$643K +$47.9K +865 +8%
JSW
852
Journey Strategic Wealth
New Jersey
$643K +$45.5K +822 +8%
SWR
853
Spahn Wealth & Retirement
Arizona
$641K
FVWA
854
Foster Victor Wealth Advisors
South Carolina
$641K +$15.6K +281 +3%
FCBT
855
First Citizens Bank & Trust
North Carolina
$636K +$620K +11,194 New
CGH
856
Crossmark Global Holdings
Texas
$635K -$38.8K -701 -6%
FPCP
857
Fort Point Capital Partners
California
$628K +$107K +1,934 +21%
HZ
858
Hixon Zuercher
Ohio
$628K +$56.6K +1,022 +10%
DA
859
Detalus Advisors
Missouri
$627K -$278K -5,023 -31%
AFM
860
Armstrong Fleming & Moore
District of Columbia
$621K -$2.03M -36,599 -77%
EWM
861
Elevatus Welath Management
New York
$615K +$191K +3,455 +47%
KPWG
862
KFA Private Wealth Group
Virginia
$615K +$205K +3,700 +52%
SFA
863
Souders Financial Advisors
Ohio
$612K -$128K -2,316 -18%
CIA
864
Compass Ion Advisors
Pennsylvania
$609K -$337K -6,087 -36%
CFA
865
Capstone Financial Advisors
Illinois
$608K +$15K +271 +3%
SA
866
Strategic Advisors
New York
$608K +$194K +3,503 +49%
BRG
867
Bay Rivers Group
Virginia
$602K +$23.1K +417 +4%
National Bank of Canada
868
National Bank of Canada
Quebec, Canada
$600K +$76.7K +1,384 +15%
FWM
869
Fortress Wealth Management
California
$599K -$23.7K -427 -4%
PTP
870
Platform Technology Partners
New York
$598K +$121K +2,191 +26%
CP
871
Capital Planning
Washington
$597K -$204K -3,680 -26%
HH
872
Hilltop Holdings
Texas
$595K -$259K -4,681 -31%
MWM
873
Mascoma Wealth Management
New Hampshire
$595K -$140K -2,523 -19%
WSFS
874
Wilmington Savings Fund Society
Delaware
$593K -$126K -2,282 -18%
CA
875
CGN Advisors
Kansas
$591K +$136K +2,455 +31%

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.