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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
QWM
876
Quadcap Wealth Management
Texas
$589K +$21.5K +388 +4%
AMM
877
American Money Management
California
$589K -$27.8K -502 -5%
PCA
878
Prosperity Capital Advisors
Ohio
$588K -$6.92K -125 -1%
ACA
879
Ascension Capital Advisors
Texas
$587K +$720 +13 +0.1%
OCM
880
One Capital Management
California
$581K -$4.04K -73 -0.7%
MWM
881
Mascagni Wealth Management
Mississippi
$581K -$69.5K -1,254 -11%
ACA
882
American Capital Advisory
Idaho
$574K -$388 -7 -0.1%
MWM
883
Mattern Wealth Management
Kansas
$573K +$9.86K +178 +2%
TC
884
Trust Company
Kansas
$569K +$166 +3 +0%
SFWC
885
Strategic Family Wealth Counselors
New Jersey
$564K -$82.3K -1,486 -13%
KFI
886
Key Financial Inc
Pennsylvania
$561K +$4.16K +75 +0.8%
BAM
887
BTS Asset Management
Massachusetts
$549K +$15K +271 +3%
FA
888
Fortis Advisors
Pennsylvania
$548K +$13.5K +244 +3%
FT
889
Fiduciary Trust
Massachusetts
$545K -$776 -14 -0.1%
CFG
890
Chapman Financial Group
Hawaii
$543K +$529K +9,553 New
PM
891
Penbrook Management
New York
$540K +$240K +4,325 +84%
SMH
892
Sanders Morris Harris
Texas
$539K -$152K -2,742 -22%
CPIA
893
Cornell Pochily Investment Advisors
New York
$537K +$114K +2,066 +28%
BBL
894
Beck Bode LLC
Massachusetts
$534K -$308K -5,553 -37%
JWWM
895
Johnson & White Wealth Management
Pennsylvania
$533K +$104K +1,871 +25%
First Trust Advisors
896
First Trust Advisors
Illinois
$529K +$516K +9,308 New
CCA
897
Coign Capital Advisors
Utah
$528K -$27.9K -503 -5%
CFP
898
Cascade Financial Partners
California
$527K +$111 +2 +0%
MWM
899
Modera Wealth Management
New Jersey
$525K +$112K +2,019 +28%
HIS
900
Harvest Investment Services
Illinois
$515K +$285K +5,141 +131%

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.