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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
SEP
926
Southland Equity Partners
Missouri
$432K +$1.51K +26 +0.3%
PFA
927
Pinnacle Family Advisors
Missouri
$431K -$20K -344 -4%
CS
928
Cannell & Spears
New York
$429K
JWWM
929
Johnson & White Wealth Management
Pennsylvania
$428K +$68.4K +1,174 +19%
CT
930
Clearstead Trust
Maine
$428K
CAP
931
Columbia Advisory Partners
Washington
$423K +$52.6K +902 +14%
WP
932
WealthPLAN Partners
Nebraska
$422K +$131K +2,242 +44%
CPIA
933
Cornell Pochily Investment Advisors
New York
$421K +$208K +3,565 +94%
EWM
934
Elevatus Welath Management
New York
$421K +$429K +7,364 New
SYBT
935
Stock Yards Bank & Trust
Kentucky
$421K +$39.3K +675 +10%
WB
936
WesBanco Bank
West Virginia
$420K +$52.4K +900 +14%
BJL
937
Brighton Jones LLC
Washington
$416K +$16.4K +281 +4%
WANY
938
Wealthspire Advisors (New York)
New York
$416K -$5.83K -100 -1%
FWA
939
FSC Wealth Advisors
New York
$415K -$16.5K -284 -4%
Fisher Asset Management
940
Fisher Asset Management
Washington
$413K +$72.8K +1,249 +21%
MWM
941
Modera Wealth Management
New Jersey
$413K +$421K +7,222 New
SA
942
Strategic Advisors
New York
$411K +$17.2K +296 +4%
EWM
943
EPG Wealth Management
Georgia
$411K -$118K -2,029 -22%
SI
944
SimpliFi Inc
California
$409K +$7.4K +127 +2%
ICM
945
IMS Capital Management
Oregon
$409K +$175 +3 +0%
PW
946
Potentia Wealth
California
$407K -$37.6K -646 -8%
TWP
947
Triad Wealth Partners
Kansas
$407K -$102K -1,759 -20%
KPWG
948
KFA Private Wealth Group
Virginia
$406K +$414K +7,114 New
CCT
949
Capital City Trust
Florida
$406K
OPWM
950
Oregon Pacific Wealth Management
Oregon
$406K +$18.9K +325 +5%

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.