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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
CHJWM
901
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K -$16.5K -297 -3%
HC
902
Hurley Capital
New York
$507K -$67.5K -1,218 -12%
RCG
903
Regatta Capital Group
California
$505K +$493K +8,891 New
AFA
904
American Financial Advisors
Georgia
$505K -$80.7K -1,457 -14%
HFRG
905
Houlihan Financial Resource Group
Virginia
$503K +$493K +8,900 New
SMF
906
Sterling Manor Financial
New York
$502K +$22.7K +409 +5%
LI
907
LVZ Inc
Michigan
$497K +$57.6K +1,040 +13%
CT
908
Colonial Trust
South Carolina
$497K +$278K +5,017 +135%
SA
909
Sincerus Advisory
New York
$492K +$112K +2,014 +31%
VCM
910
Vivaldi Capital Management
Illinois
$491K -$1.5K -27 -0.3%
NB
911
NBT Bank
New York
$491K +$124K +2,245 +35%
BPWM
912
Badgley Phelps Wealth Managers
Washington
$491K -$25M -451,696 -98%
WCM
913
Wealthcare Capital Management
Virginia
$488K +$94.3K +1,702 +25%
AFG
914
Atomi Financial Group
New York
$487K -$590K -10,656 -55%
CWA
915
Canvas Wealth Advisors
Kansas
$484K +$78.4K +1,415 +20%
FAM
916
Formidable Asset Management
Ohio
$483K
AF
917
Apollon Financial
South Carolina
$482K +$167K +3,010 +55%
NA
918
Nautilus Advisors
California
$482K -$490K -8,843 -51%
MAWA
919
Moss Adams Wealth Advisors
Washington
$478K -$55.8K -1,008 -11%
RWM
920
Riverchase Wealth Management
Texas
$476K +$253K +4,566 +120%
PVI
921
Pine Valley Investments
New Jersey
$474K +$70.2K +1,268 +18%
S
922
SignatureFD
Georgia
$468K -$87.1K -1,572 -16%
PAM
923
Pegasus Asset Management
New York
$468K +$456K +8,235 New
MFP
924
Meridian Financial Partners
Virginia
$468K +$68.5K +1,237 +18%
CFP
925
Comprehensive Financial Planning
Pennsylvania
$465K +$121K +2,189 +37%

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.