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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
GLR
1101
Great Lakes Retirement
Ohio
$225K – – –
BA
1102
Bridgewater Advisors
New York
$225K +$218K +3,938 New
EWA
1103
Exencial Wealth Advisors
Oklahoma
$224K +$1.77K +32 +0.8%
LSA
1104
Lion Street Advisors
Texas
$221K -$297K -5,355 -58%
DWT
1105
Dorsey & Whitney Trust
South Dakota
$219K – – –
PGFC
1106
Peapack-Gladstone Financial Corp
New Jersey
$219K +$213K +3,851 New
EW
1107
Element Wealth
Mississippi
$219K -$28.1K -508 -12%
TA
1108
TFB Advisors
Kansas
$218K -$469K -8,470 -69%
ESB
1109
Essex Savings Bank
Connecticut
$217K – – –
NF
1110
Nvest Financial
New Hampshire
$216K +$5.32K +96 +3%
SAM
1111
Seelaus Asset Management
New Jersey
$216K +$5.54K +100 +3%
MWM
1112
MGB Wealth Management
Texas
$215K -$19.4K -350 -8%
AWS
1113
Aspen Wealth Strategies
Colorado
$215K -$8.75K -158 -4%
LWA
1114
LifeGoal Wealth Advisors
New York
$215K +$210K +3,795 New
BHWA
1115
Beacon Harbor Wealth Advisors
Virginia
$214K +$208K +3,760 New
MWA
1116
MN Wealth Advisors
Kansas
$213K -$65.6K -1,184 -24%
GWS
1117
Greykasell Wealth Strategies
California
$213K +$5.21K +94 +3%
C
1118
Certuity
Florida
$212K +$2.16K +39 +1%
FIC
1119
Family Investment Center
Missouri
$212K +$207K +3,733 New
WAM
1120
Weatherly Asset Management
California
$212K – – –
Millennium Management
1121
Millennium Management
New York
$211K +$206K +3,713 New
VC
1122
Veracity Capital
Georgia
$211K -$54.5K -984 -21%
SH
1123
SLT Holdings
Arizona
$211K – – –
MQWP
1124
Morey & Quinn Wealth Partners
Nebraska
$209K +$204K +3,685 New
WFS
1125
Walker Financial Services
Kentucky
$209K +$204K +3,676 New
43 44
45
46 47

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.