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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
TCWM
1126
Total Clarity Wealth Management
Illinois
$208K -$815K -14,720 -80%
RWP
1127
Ridgecrest Wealth Partners
California
$208K +$202K +3,650 New
HCA
1128
Heck Capital Advisors
Wisconsin
$207K +$886 +16 +0.4%
KCFA
1129
Key Client Fiduciary Advisors
New Jersey
$206K +$201K +3,628 New
FF
1130
Friday Financial
Iowa
$206K +$201K +3,620 New
WWG
1131
West Wealth Group
California
$204K -$165K -2,971 -45%
3IP
1132
3Chopt Investment Partners
Virginia
$204K +$4.27K +77 +2%
NW
1133
Naviter Wealth
Arkansas
$204K -$353K -6,364 -64%
OAS
1134
Optivise Advisory Services
Tennessee
$202K -$187K -3,373 -49%
CHAM
1135
Clear Harbor Asset Management
Connecticut
$202K +$197K +3,555 New
BL
1136
BFSG LLC
California
$201K +$4.99K +90 +3%
FCP
1137
Fidelis Capital Partners
Florida
$201K +$199K +3,584 New
FGC
1138
Financial Gravity Companies
Texas
$199K +$194K +3,502 New
RBC
1139
Roble Belko & Company
Pennsylvania
$199K +$26.1K +472 +16%
PTC
1140
Private Trust Company
Ohio
$195K – – –
FP
1141
Financial Perspectives
Minnesota
$190K -$23.5K -424 -11%
BBPWM
1142
Blue Bell Private Wealth Management
Pennsylvania
$188K +$23.4K +423 +15%
HBW
1143
Hazlett, Burt & Watson
West Virginia
$186K -$145K -2,613 -44%
CFD
1144
Creative Financial Designs
Indiana
$173K +$4.21K +76 +3%
TPCW
1145
TD Private Client Wealth
New York
$169K +$71.2K +1,286 +76%
ST
1146
Smithfield Trust
Pennsylvania
$160K – – –
PB
1147
Pinnacle Bancorp
Nebraska
$159K – – –
MWA
1148
Medallion Wealth Advisors
Connecticut
$152K -$1.11K -20 -0.7%
SSA
1149
SSA Swiss Advisors
$152K +$147K +2,659 New
BHWM
1150
Beaird Harris Wealth Management
Texas
$147K – – –
44 45
46
47 48

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.