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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
WFG
976
Wills Financial Group
Virginia
$367K +$17.5K +300 +5%
TC
977
TAGStone Capital
North Carolina
$367K +$6.64K +114 +2%
NB
978
NBT Bank
New York
$365K +$69.2K +1,188 +23%
LA
979
Lane & Associates
New Jersey
$364K +$12.4K +213 +3%
1WM
980
1900 Wealth Management
Texas
$362K -$20.6K -354 -5%
AW
981
Alteri Wealth
California
$354K +$27.3K +469 +8%
JBA
982
Johnson Bixby & Associates
Washington
$354K -$73.1K -1,254 -17%
PAM
983
PVG Asset Management
Colorado
$352K +$359K +6,160 New
HSWM
984
Hubbell Strickland Wealth Management
Louisiana
$350K +$4.2K +72 +1%
TF
985
Tompkins Financial
New York
$348K
RIA
986
Realta Investment Advisors
Delaware
$345K +$87.3K +1,499 +33%
CFP
987
Comprehensive Financial Planning
Pennsylvania
$343K -$302K -5,192 -46%
FNBT
988
FineMark National Bank & Trust
Florida
$342K
MWM
989
MFG Wealth Management
Indiana
$340K +$22.7K +390 +7%
WPW
990
Warther Private Wealth
Ohio
$340K +$346K +5,943 New
HBW
991
Hazlett, Burt & Watson
West Virginia
$336K -$28.2K -484 -8%
BIG
992
Brooklyn Investment Group
New York
$336K +$334K +5,735 +4,156%
MWP
993
Meriwether Wealth & Planning
Louisiana
$334K +$72.2K +1,239 +27%
DIA
994
Dana Investment Advisors
Wisconsin
$331K +$4.95K +85 +1%
TYCC
995
Texas Yale Capital Corp
Florida
$329K +$69.9K +1,200 +26%
FA
996
Fiduciary Alliance
South Carolina
$328K +$96.8K +1,662 +41%
CFS
997
CRA Financial Services
New Jersey
$326K
GT
998
Greenleaf Trust
Michigan
$326K
LIA
999
LBMC Investment Advisors
Tennessee
$324K +$330K +5,664 New
WIC
1000
Woodmont Investment Counsel
Tennessee
$323K +$329K +5,655 New

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.