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JPMorgan Equity Premium Income ETF
JEPI

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: 1,263 → 1,283 (+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: 157 → 142 (-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

Top Buyers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
+$387M
2
Morgan Stanley
Morgan Stanley
New York
+$106M
3
LPL Financial
LPL Financial
California
+$78.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73.6M
5
HC
Hamilton Capital
Ohio
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$818M
2
RCM
Requisite Capital Management
Texas
-$57.1M
3
AWS
Atria Wealth Solutions
New York
-$47.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$39M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1026
Chilton Investment Company
Connecticut
$302K – – –
AWM
1027
Able Wealth Management
New Jersey
$301K +$13K +234 +5%
B
1028
Bailard
California
$299K – – –
CMMS
1029
Comprehensive Money Management Services
Florida
$298K +$290K +5,240 New
CSPIA
1030
Cary Street Partners Investment Advisory
Virginia
$297K – – –
SCA
1031
STALEY CAPITAL ADVISERS
Pennsylvania
$297K +$4.49K +81 +2%
MCA
1032
Midwest Capital Advisors
Michigan
$296K – – –
RDWM
1033
Red Door Wealth Management
Tennessee
$294K +$287K +5,175 New
NAS
1034
Nicolet Advisory Services
Wisconsin
$294K +$16.1K +290 +6%
CA
1035
Carson Advisory
Georgia
$294K +$44.4K +802 +18%
GFPC
1036
Global Financial Private Client
Florida
$292K +$284K +5,128 New
MCFP
1037
Mallini Complete Financial Planning
Florida
$291K – – –
DFA
1038
Davies Financial Advisors
California
$290K – – –
OWM
1039
Orgel Wealth Management
Wisconsin
$289K +$281K +5,080 New
PPG
1040
Peak Planning Group
Colorado
$286K +$38.7K +699 +16%
BAM
1041
BOS Asset Management
Illinois
$286K +$2.94K +53 +1%
HCM
1042
Hengehold Capital Management
Ohio
$286K +$11.2K +203 +4%
CMS
1043
Capital Market Strategies
Florida
$286K -$18.1K -326 -6%
SW
1044
Solidarity Wealth
Utah
$285K – – –
CPA
1045
Clear Point Advisors
New York
$285K +$6.09K +110 +2%
JLBC
1046
J.L. Bainbridge & Co
Florida
$284K -$18.1K -326 -6%
CCC
1047
Chelsea Counsel Company
California
$283K – – –
VFA
1048
Valeo Financial Advisors
Indiana
$282K +$50.2K +907 +22%
RAS
1049
RPS Advisory Solutions
Kentucky
$281K -$8.03K -145 -3%
TWA
1050
Talisman Wealth Advisors
New Jersey
$280K +$6.15K +111 +2%
40 41
42
43 44

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.