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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
DWA
901
Delos Wealth Advisors
Texas
$480K +$490K +8,404 New
SFG
902
Shum Financial Group
California
$479K
BFG
903
Berger Financial Group
Minnesota
$478K +$20.7K +356 +4%
PTP
904
Platform Technology Partners
New York
$476K +$155K +2,659 +47%
NWM
905
Napa Wealth Management
California
$463K -$248K -4,251 -34%
MW
906
Marks Wealth
Maryland
$460K +$53.4K +916 +13%
PWAM
907
Private Wealth Asset Management
Iowa
$457K +$466K +8,000 New
AWM
908
Accel Wealth Management
Iowa
$455K -$223K -3,836 -33%
MPWS
909
McCarter Private Wealth Services
Massachusetts
$454K -$6.7K -115 -1%
FCA
910
Fortis Capital Advisors
Kansas
$454K +$64.7K +1,111 +16%
CA
911
CGN Advisors
Kansas
$453K +$148K +2,538 +47%
CCA
912
Corps Capital Advisors
Texas
$453K +$17.5K +300 +4%
LFA
913
Laraway Financial Advisors
Minnesota
$453K +$61.2K +1,050 +15%
MW
914
MBL Wealth
North Carolina
$452K +$136K +2,335 +42%
MA
915
Montag & Associates
Georgia
$452K -$205K -3,525 -31%
FPL
916
Fortress Private Ledger
North Carolina
$451K -$21.9K -376 -5%
AI
917
Accredited Investors
Minnesota
$451K +$32.2K +552 +8%
CWA
918
Consilium Wealth Advisory
Texas
$450K
RWM
919
Ritholtz Wealth Management
New York
$447K +$11.2K +192 +3%
SL
920
Sentinus LLC
Illinois
$444K -$7.52K -129 -2%
LI
921
LVZ Inc
Michigan
$440K +$12.3K +211 +3%
CA
922
CoreCap Advisors
Michigan
$438K +$42.5K +730 +11%
CB
923
Commerce Bank
Missouri
$438K -$8.51K -146 -2%
CAG
924
Csenge Advisory Group
Florida
$437K +$117 +2 +0%
RFA
925
Rollins Financial Advisors
New York
$432K -$14.4K -248 -3%

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.