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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
AW
1176
Avion Wealth
Texas
$59K
HFS
1177
Hantz Financial Services
Michigan
$59K +$58 +1 +0.1%
NSIM
1178
North Star Investment Management
Illinois
$58.2K +$1.05K +18 +2%
TC
1179
Truvestments Capital
Florida
$58.1K +$59.2K +1,016 New
AEPWM
1180
Atlantic Edge Private Wealth Management
Florida
$57.1K
CWM
1181
Centricity Wealth Management
Ohio
$55.7K
PP
1182
Pacifica Partners
Canada
$55.2K
CA
1183
Centerpoint Advisors
Massachusetts
$54K +$5.3K +91 +11%
VWWMG
1184
Vermillion & White Wealth Management Group
Pennsylvania
$52.2K -$3.5K -60 -6%
CSC
1185
Caldwell Sutter Capital
California
$49.5K
VFM
1186
Vision Financial Markets
Connecticut
$47.5K +$48.5K +832 New
PPA
1187
Painted Porch Advisors
California
$47.4K +$16.6K +285 +52%
PCM
1188
Perritt Capital Management
Illinois
$47.3K +$874 +15 +2%
VNA
1189
Valley National Advisers
Pennsylvania
$46K -$2.91K -50 -6%
RWML
1190
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$45.8K
BLC
1191
Brown, Lisle/Cummings
Rhode Island
$44.9K
FUBT
1192
First United Bank & Trust
Maryland
$44.6K +$45.4K +780 New
FFA
1193
Founders Financial Alliance
North Carolina
$44.5K +$641 +11 +1%
FRA
1194
Front Row Advisors
California
$40.3K
PSFG
1195
Park Square Financial Group
Georgia
$40K
PA
1196
PSI Advisors
Florida
$39.1K
FFO
1197
Fortitude Family Office
Arizona
$36.6K
GWSA
1198
Global Wealth Strategies & Associates
Colorado
$36.1K +$36.8K +632 New
MWA
1199
Miller Wealth Advisors
Colorado
$36.1K +$36.8K +632 New
AT
1200
Arlington Trust
Alabama
$34.3K +$20.4K +350 +140%

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.