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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
SMA
1126
Sage Mountain Advisors
Georgia
$156K
APCM
1127
Alaska Permanent Capital Management
Alaska
$154K
MWA
1128
Medallion Wealth Advisors
Connecticut
$154K +$25.8K +442 +20%
BHWM
1129
Beaird Harris Wealth Management
Texas
$148K
WSC
1130
Wellington Shields & Co
New York
$143K
ACM
1131
Anfield Capital Management
California
$133K
LC
1132
Luminist Capital
Michigan
$129K +$2.39K +41 +2%
CMA
1133
Cedar Mountain Advisors
Oregon
$129K +$131K +2,251 New
WW
1134
Winnow Wealth
Texas
$122K -$1.34M -23,039 -92%
WIM
1135
Westside Investment Management
California
$120K +$17.5K +300 +17%
HCM
1136
Hollencrest Capital Management
California
$118K +$49.2K +845 +70%
FHA
1137
First Horizon Advisors
Tennessee
$116K -$229K -3,923 -66%
Qube Research & Technologies (QRT)
1138
Qube Research & Technologies (QRT)
United Kingdom
$116K -$433K -7,427 -79%
OWA
1139
Opal Wealth Advisors
New York
$116K +$118K +2,024 New
GA
1140
GoalVest Advisory
New York
$114K
CCM
1141
Chilton Capital Management
Texas
$114K +$117K +2,000 New
BCMLT
1142
Beacon Capital Management LLC (Tennessee)
Tennessee
$113K +$10.1K +173 +10%
TCOV
1143
Trust Company of Vermont
Vermont
$109K
DF
1144
Dunhill Financial
United Kingdom
$106K -$84.4K -1,449 -44%
SFA
1145
Semmax Financial Advisors
North Carolina
$106K +$107K +1,828 +2,202%
SW
1146
SVB Wealth
Massachusetts
$105K +$107K +1,834 New
ANBT
1147
American National Bank & Trust
Texas
$103K
EWP
1148
Elevation Wealth Partners
California
$100K +$1.81K +31 +2%
CT
1149
Coastline Trust
Rhode Island
$99.3K
FMII
1150
Farmers & Merchants Investments Inc
Nebraska
$97.1K

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.