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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
TW
876
Transform Wealth
Colorado
$548K -$1.01M -17,293 -64%
IAA
877
Independence Asset Advisors
Pennsylvania
$545K +$557K +9,568 New
MFG
878
MTM Financial Group
Pennsylvania
$544K +$554K +9,517 New
MAWA
879
Moss Adams Wealth Advisors
Washington
$538K -$52.9K -908 -9%
FA
880
Fortis Advisors
Pennsylvania
$537K -$38K -652 -6%
BAM
881
BTS Asset Management
Massachusetts
$536K -$60.9K -1,045 -10%
EWM
882
Evercore Wealth Management
New York
$533K
CIA
883
Choate Investment Advisors
Massachusetts
$531K +$333K +5,718 +160%
CFP
884
Cascade Financial Partners
California
$529K +$58 +1 +0%
LSA
885
Lion Street Advisors
Texas
$529K -$38.7K -665 -7%
CLA
886
Carnegie Lake Advisors
New Jersey
$527K -$101K -1,735 -16%
SEA
887
Stegent Equity Advisors
Texas
$525K -$1.42M -24,313 -73%
National Bank of Canada
888
National Bank of Canada
Quebec, Canada
$524K +$293K +5,023 +121%
CPP
889
Capasso Planning Partners
South Carolina
$523K +$32.7K +562 +7%
Legacy Financial Group (Iowa)
890
Legacy Financial Group (Iowa)
Iowa
$522K -$30.8K -528 -5%
FPCP
891
Fort Point Capital Partners
California
$521K +$132K +2,273 +33%
AFC
892
AFT Forsyth & Company
Florida
$521K +$30.4K +522 +6%
FSBI
893
Fearless Solutions (Best Invest)
Texas
$507K +$27K +464 +6%
NCFG
894
New Century Financial Group
New Jersey
$501K -$1.45M -24,876 -74%
FWP
895
Falcon Wealth Planning
California
$500K +$510K +8,754 New
CHJWM
896
Carlton Hofferkamp & Jenks Wealth Management
Texas
$496K -$4.25K -73 -0.8%
VCM
897
Vivaldi Capital Management
Illinois
$496K -$121K -2,083 -19%
FAM
898
Formidable Asset Management
Ohio
$483K +$33.1K +568 +7%
YWS
899
Yarger Wealth Strategies
Ohio
$482K +$492K +8,437 New
SMF
900
Sterling Manor Financial
New York
$481K -$3.55K -61 -0.7%

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.