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JPMorgan Equity Premium Income ETF
JEPI

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: 142 → 157 (+15)

1% more funds holding

Funds holding: 1,254 → 1,264 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$434M
2
Morgan Stanley
Morgan Stanley
New York
+$140M
3
Bank of America
Bank of America
North Carolina
+$83.1M
4
Wells Fargo
Wells Fargo
California
+$67.5M
5
Raymond James Financial
Raymond James Financial
Florida
+$48.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$49M
2
EFH
Eaton Financial Holdings
Florida
-$42.1M
3
QC
Quadrature Capital
United Kingdom
-$37.6M
4
LFG
Leverty Financial Group
Wisconsin
-$29.6M
5
CBA
Coastal Bridge Advisors
Connecticut
-$28.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1101
Weatherly Asset Management
California
$213K – – –
CT
1102
Colonial Trust
South Carolina
$213K -$274K -4,710 -56%
NF
1103
Nvest Financial
New Hampshire
$212K +$3.85K +66 +2%
SH
1104
SLT Holdings
Arizona
$212K – – –
SAM
1105
Seelaus Asset Management
New Jersey
$211K – – –
C
1106
Certuity
Florida
$211K +$1.22K +21 +0.6%
FCA
1107
FLC Capital Advisors
California
$210K – – –
GWS
1108
Greykasell Wealth Strategies
California
$209K +$213K +3,654 New
JHCP
1109
Jackson Hole Capital Partners
Oklahoma
$208K – – –
HCA
1110
Heck Capital Advisors
Wisconsin
$208K +$30K +515 +17%
FAG
1111
Fortitude Advisory Group
Washington
$206K – – –
EWM
1112
Empirical Wealth Management
Washington
$206K -$42.8K -734 -17%
NP
1113
NorthRock Partners
Minnesota
$205K +$130K +2,226 +163%
BWM
1114
Brown Wealth Management
Illinois
$201K -$1.63K -28 -0.8%
3IP
1115
3Chopt Investment Partners
Virginia
$200K +$204K +3,507 New
FGAM
1116
Financial Gravity Asset Management
Texas
$199K +$203K +3,487 New
BL
1117
BFSG LLC
California
$197K +$874 +15 +0.4%
PTC
1118
Private Trust Company
Ohio
$196K -$40.5K -695 -17%
RBC
1119
Roble Belko & Company
Pennsylvania
$173K +$132K +2,264 +297%
CFD
1120
Creative Financial Designs
Indiana
$170K -$3.09K -53 -2%
FDCDDQ
1121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168K +$160K +2,750 +1,375%
SC
1122
SouthState Corp
Florida
$167K +$170K +2,925 New
BBPWM
1123
Blue Bell Private Wealth Management
Pennsylvania
$164K – – –
ST
1124
Smithfield Trust
Pennsylvania
$161K – – –
PB
1125
Pinnacle Bancorp
Nebraska
$160K – – –
43 44
45
46 47

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.