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JPMorgan Equity Premium Income ETF

1,283 hedge funds and large institutions have $18.2B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 665 increasing their positions, 411 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 665 | Existing positions reduced: 411

51% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 77

37% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $34.8M

2% more funds holding

Funds holding: 1,2631,283 (+20)

1% more capital invested

Capital invested by funds: $17.9B → $18.2B (+$234M)

1.18% less ownership

Funds ownership: 45.58%44.4% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 157142 (-15)

Holders
1,283
Holders Change
+20
Holders Change %
+1.58%
% of All Funds
16.89%
Holding in Top 10
142
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.55%
% of All Funds
1.87%
New
116
Increased
665
Reduced
411
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1001
CRA Financial Services
New Jersey
$336K +$11.1K +200 +4%
MGIA
1002
Moneta Group Investment Advisors
Missouri
$333K +$18.3K +331 +6%
JBA
1003
Johnson Bixby & Associates
Washington
$332K -$19.1K -344 -6%
Legacy Financial Group (Iowa)
1004
Legacy Financial Group (Iowa)
Iowa
$330K -$185K -3,333 -36%
WIC
1005
Woodmont Investment Counsel
Tennessee
$327K +$5.54K +100 +2%
VWM
1006
Venturi Wealth Management
Texas
$327K -$991K -17,887 -76%
CB
1007
Chris Bulman
California
$325K +$317K +5,718 New
HT
1008
Headlands Technologies
Illinois
$323K +$305K +5,506 +3,025%
CWA
1009
Crux Wealth Advisors
California
$320K +$5.76K +104 +2%
PMSA
1010
Patrick M. Sweeney & Associates
Illinois
$320K +$38.2K +690 +14%
CS
1011
Cannell & Spears
New York
$318K -$105K -1,900 -25%
WAS
1012
Winch Advisory Services
Wisconsin
$318K -$609 -11 -0.2%
QFA
1013
Quattro Financial Advisors
Texas
$318K +$310K +5,598 New
Vontobel Holding
1014
Vontobel Holding
Switzerland
$314K +$14.8K +267 +5%
EWM
1015
EPG Wealth Management
Georgia
$314K -$91.9K -1,659 -23%
WMP
1016
Wealth Management Partners
Arizona
$312K +$1.11K +20 +0.4%
LMKC
1017
L.M. Kohn & Company
Ohio
$312K +$35K +632 +13%
LPAM
1018
Lodestar Private Asset Management
California
$312K
SC
1019
Sepio Capital
Utah
$309K +$24K +434 +9%
AG
1020
AlTi Global
New York
$309K -$264K -4,768 -47%
HPC
1021
HM Payson & Co
Maine
$308K +$268K +4,836 +821%
KCIC
1022
Kuhn & Co Investment Counsel
Illinois
$307K
CCG
1023
Cypress Capital Group
Florida
$307K +$299K +5,400 New
FFG
1024
Fortress Financial Group
Minnesota
$307K +$28.6K +517 +11%
PNC
1025
Park National Corp
Ohio
$305K +$297K +5,367 New

JEPI Hedge Fund Activity: Q2 2025 in Review

1,283 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2025, worth a combined $18.2B — up 1.3% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new JEPI positions and 77 closed out — a net gain of 39 holders — while 665 added to existing stakes and 411 trimmed.

The largest buyer was Nationwide Fund Advisors, opening a new position worth an estimated $387M. The largest seller was JP Morgan Chase, cutting an estimated $818M.

  • 1,283 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2025, up from 1,263 in Q1 2025.
  • Funds reported $18.2B of JPMorgan Equity Premium Income ETF stock for Q2 2025, up 1.3% quarter-over-quarter.
  • 116 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2025 and 77 closed out, a net change of +39 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2025 was Nationwide Fund Advisors, an estimated $387M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2025 was JP Morgan Chase, an estimated $818M sold.

Based on aggregated 13F filings for Q2 2025.