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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
TWM
951
TCFG Wealth Management
California
$404K -$34.6K -594 -8%
PVI
952
Pine Valley Investments
New Jersey
$404K -$295K -5,071 -42%
APW
953
Atlantic Private Wealth
North Carolina
$402K
TWM
954
Tanglewood Wealth Management
Texas
$402K
AA
955
Armis Advisers
Georgia
$401K -$112K -1,922 -21%
PG
956
Prostatis Group
Maryland
$401K -$23.7K -407 -5%
MFP
957
Meridian Financial Partners
Virginia
$400K +$408K +6,998 New
OAS
958
Optivise Advisory Services
Tennessee
$396K -$172K -2,951 -30%
ML
959
McAdam LLC
Pennsylvania
$395K -$27.7K -475 -6%
RWP
960
Reliant Wealth Planning
Kentucky
$395K +$128K +2,194 +47%
WCM
961
Wealthcare Capital Management
Virginia
$393K -$32K -549 -7%
SIC
962
Samalin Investment Counsel
New York
$389K -$126K -2,156 -24%
BBA
963
BLB&B Advisors
Pennsylvania
$389K -$19.1K -327 -5%
EFG
964
Embree Financial Group
Illinois
$384K +$16.2K +278 +4%
LBC
965
Leigh Baldwin & Co
New York
$384K -$11.7K -201 -3%
SAF
966
Smith Anglin Financial
Texas
$382K -$862K -14,799 -69%
WFPG
967
Waller Financial Planning Group
Ohio
$381K +$49.6K +851 +15%
CWA
968
Canvas Wealth Advisors
Kansas
$380K -$31.7K -544 -7%
SP
969
Stablepoint Partners
Massachusetts
$380K -$7.69K -132 -2%
PPC
970
Park Place Capital
Alabama
$376K
SA
971
Sincerus Advisory
New York
$376K +$6.29K +108 +2%
WWG
972
West Wealth Group
California
$376K +$38.6K +663 +11%
AWP
973
Axis Wealth Partners
Rhode Island
$375K +$44.9K +771 +13%
OPCM
974
Osborne Partners Capital Management
California
$375K
EWM
975
Endowment Wealth Management
Wisconsin
$372K +$20.3K +349 +6%

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.