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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
TPCW
1151
TD Private Client Wealth
New York
$96.6K
CAM
1152
Costello Asset Management
Pennsylvania
$95.4K +$816 +14 +0.8%
CH
1153
Canton Hathaway
Rhode Island
$94K +$96.1K +1,650 New
AAP
1154
Arax Advisory Partners
Colorado
$92.2K +$38.2K +656 +69%
OIA
1155
Optimum Investment Advisors
Illinois
$91.1K
RWM
1156
Rialto Wealth Management
New York
$90.8K
HFS
1157
Hughes Financial Services
Virginia
$86.8K +$89.1K +1,529 New
CTA
1158
Colonial Trust Advisors
South Carolina
$86K +$87.7K +1,506 New
WTC
1159
WhitTier Trust Company
Nevada
$85.9K +$58.3K +1,000 +198%
QCG
1160
Quadrant Capital Group
Ohio
$85.7K
FPF
1161
First Pacific Financial
Washington
$82.4K +$84K +1,442 New
LAMC
1162
Longview Asset Management (California)
California
$80.3K
OP
1163
ORG Partners
Indiana
$80K -$876K -15,031 -91%
HWP
1164
Highline Wealth Partners
California
$76.5K
AWM
1165
Atticus Wealth Management
Florida
$75.7K +$1.4K +24 +2%
BWL
1166
Bogart Wealth LLC
Virginia
$75.1K +$8.91K +153 +13%
WT
1167
Washington Trust
Rhode Island
$72.6K +$74K +1,270 New
SWA
1168
SOA Wealth Advisors
New York
$70.5K +$4.11M +70,522 New
LWMI
1169
Legacy Wealth Management (Idaho)
Idaho
$70.3K -$17.9K -307 -20%
SIC
1170
Salem Investment Counselors
North Carolina
$68.1K +$4.37K +75 +7%
CIA
1171
Cape Investment Advisory
Georgia
$68K +$45.2K +775 +187%
CI
1172
CX Institutional
Indiana
$66K +$67.5K +1,159 New
GTAM
1173
Global Trust Asset Management
Florida
$65.7K -$75.6K -1,298 -53%
Russell Investments Group
1174
Russell Investments Group
United Kingdom
$64.5K +$44K +755 +202%
ARC
1175
Advisor Resource Council
Texas
$60.8K +$864K +14,822 New

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.