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JPMorgan Equity Premium Income ETF

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: 1,2631,283 (+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: 157142 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1151
Millstone Evans Group
Colorado
$145K +$113K +2,045 +405%
BBHC
1152
Brown Brothers Harriman & Co
New York
$143K +$131K +2,369 +1,612%
JWA
1153
JFS Wealth Advisors
Pennsylvania
$142K -$75.8K -1,369 -35%
WSC
1154
Wellington Shields & Co
New York
$142K
AT
1155
Arlington Trust
Alabama
$142K +$105K +1,900 +317%
ACM
1156
Anfield Capital Management
California
$132K
FDCDDQ
1157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K -$36.9K -666 -23%
CMA
1158
Cedar Mountain Advisors
Oregon
$128K
FHA
1159
First Horizon Advisors
Tennessee
$126K +$10.1K +183 +9%
LC
1160
Luminist Capital
Michigan
$125K -$3.77K -68 -3%
APCM
1161
Alaska Permanent Capital Management
Alaska
$122K -$30.4K -549 -20%
OWA
1162
Opal Wealth Advisors
New York
$119K +$4.04K +73 +4%
CIA
1163
Cape Investment Advisory
Georgia
$118K +$48.7K +880 +74%
HCM
1164
Hollencrest Capital Management
California
$117K +$166 +3 +0.1%
CCM
1165
Chilton Capital Management
Texas
$114K
CT
1166
Coastline Trust
Rhode Island
$113K +$13.5K +243 +14%
CH
1167
Canton Hathaway
Rhode Island
$111K +$16.6K +300 +18%
SFA
1168
Semmax Financial Advisors
North Carolina
$107K
SMA
1169
Sage Mountain Advisors
Georgia
$106K -$48.3K -872 -32%
BIG
1170
Brooklyn Investment Group
New York
$105K -$223K -4,029 -69%
ANBT
1171
American National Bank & Trust
Texas
$102K
EWP
1172
Elevation Wealth Partners
California
$102K +$2.55K +46 +3%
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$96.6K
CAM
1174
Costello Asset Management
Pennsylvania
$94.3K -$499 -9 -0.5%
OIA
1175
Optimum Investment Advisors
Illinois
$90.6K

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.