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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
BFG
76
Bouchey Financial Group
New York
$25.9M +$632K +10,841 +2%
CE
77
Cornerstone Enterprises
Wisconsin
$25.5M +$9.67M +166,029 +59%
SIM
78
Stratos Investment Management
Ohio
$25.4M +$6.13M +105,141 +31%
BPA
79
Beacon Pointe Advisors
California
$25.1M +$2.64M +45,363 +11%
MCM
80
MAI Capital Management
Ohio
$24.6M +$1.4M +24,070 +6%
Mariner
81
Mariner
Kansas
$24.4M -$1.52M -26,113 -6%
PP
82
Patten & Patten
Tennessee
$24.2M -$53.7K -922 -0.2%
BF
83
BOK Financial
Oklahoma
$24M +$2.29M +39,248 +10%
BWG
84
Beta Wealth Group
California
$23.9M +$11.2M +191,850 +85%
FSA
85
Financial Services Advisory
Maryland
$23.7M +$91.7K +1,574 +0.4%
SIC
86
Sterling Investment Counsel
New York
$23.7M +$13.4M +230,447 +126%
IWC
87
Integrated Wealth Concepts
Massachusetts
$23.6M +$921K +15,812 +4%
PS
88
Principal Securities
Iowa
$22.9M +$83.4K +1,432 +0.4%
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$22M +$2.42M +41,482 +12%
PWMAG
90
Pinnacle Wealth Management Advisory Group
New Jersey
$21.8M +$2.44M +41,850 +12%
TFS
91
Thoroughbred Financial Services
Tennessee
$21.5M +$797K +13,688 +4%
GL
92
Graypoint LLC
New York
$21.5M +$319K +5,477 +1%
ACM
93
Advance Capital Management
Michigan
$21.3M +$1.89M +32,382 +10%
TM
94
TigerOak Management
New Mexico
$21.3M +$253K +4,346 +1%
SCM
95
Steele Capital Management
Iowa
$21.1M +$1.49M +25,649 +7%
WA
96
Waverly Advisors
Alabama
$20.8M +$5.87M +100,801 +38%
OFS
97
Orrstown Financial Services
Pennsylvania
$20.7M +$10.1M +172,656 +91%
APP
98
Avantax Planning Partners
Iowa
$20.7M +$1.06M +18,174 +5%
BCI
99
Brinker Capital Investments
Pennsylvania
$20.7M +$5.36M +91,953 +34%
OPS
100
Orion Portfolio Solutions
Nebraska
$20.7M +$5.36M +91,953 +34%

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.