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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
WAS
1001
Winch Advisory Services
Wisconsin
$321K
CCB
1002
Cutter & Co Brokerage
Missouri
$318K -$194K -3,329 -37%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$316K +$322K +5,535 New
CWA
1004
Crux Wealth Advisors
California
$316K +$322K +5,533 New
LPAM
1005
Lodestar Private Asset Management
California
$313K
WMP
1006
Wealth Management Partners
Arizona
$313K +$2.33K +40 +0.7%
AF
1007
Apollon Financial
South Carolina
$313K +$319K +5,475 New
KCIC
1008
Kuhn & Co Investment Counsel
Illinois
$309K
CMS
1009
Capital Market Strategies
Florida
$306K -$640K -10,977 -67%
JLBC
1010
J.L. Bainbridge & Co
Florida
$304K
CIC
1011
Chilton Investment Company
Connecticut
$303K
MCFP
1012
Mallini Complete Financial Planning
Florida
$303K
CFO
1013
Collective Family Office
Pennsylvania
$302K -$1.51K -26 -0.5%
Vontobel Holding
1014
Vontobel Holding
Switzerland
$301K +$6.7K +115 +2%
B
1015
Bailard
California
$301K
SIAG
1016
Safeguard Investment Advisory Group
California
$300K +$306K +5,253 New
EFG
1017
Ethos Financial Group
Pennsylvania
$300K
CSPIA
1018
Cary Street Partners Investment Advisory
Virginia
$299K +$305K +5,229 New
MCA
1019
Midwest Capital Advisors
Michigan
$297K
MHWM
1020
Montz Harcus Wealth Management
Louisiana
$296K +$34K +584 +13%
PM
1021
Penbrook Management
New York
$294K
PGF
1022
Plan Group Financial
Oklahoma
$294K +$300K +5,141 New
SCA
1023
STALEY CAPITAL ADVISERS
Pennsylvania
$294K -$641 -11 -0.2%
RWB
1024
RMR Wealth Builders
New Jersey
$293K +$18.4K +316 +7%
DFA
1025
Davies Financial Advisors
California
$292K

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.