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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
RWM
1176
Rialto Wealth Management
New York
$90.3K
MA
1177
Montag & Associates
Georgia
$88.1K -$352K -6,363 -80%
CTA
1178
Colonial Trust Advisors
South Carolina
$87.1K +$1.44K +26 +2%
HWP
1179
Highline Wealth Partners
California
$86.3K +$9.97K +180 +13%
EC
1180
Elequin Capital
New York
$80.6K +$78.6K +1,418 New
DF
1181
Dunhill Financial
United Kingdom
$79K -$26.2K -473 -25%
VNA
1182
Valley National Advisers
Pennsylvania
$74K +$27.7K +500 +61%
SIC
1183
Salem Investment Counselors
North Carolina
$73.5K +$5.54K +100 +8%
BWL
1184
Bogart Wealth LLC
Virginia
$66.7K -$7.76K -140 -11%
CI
1185
CX Institutional
Indiana
$66K
JFGIW
1186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K +$61.2K +1,105 New
RMP
1187
Richards, Merrill & Peterson
Washington
$62.5K +$47.1K +850 +340%
LWMI
1188
Legacy Wealth Management (Idaho)
Idaho
$61.9K -$7.92K -143 -12%
LIS
1189
Legacy Investment Solutions
Idaho
$61.9K +$60.3K +1,088 New
NSIM
1190
North Star Investment Management
Illinois
$59.4K +$1.44K +26 +3%
AW
1191
Avion Wealth
Texas
$58K
FFWM
1192
Future Financial Wealth Management
Ohio
$56.9K -$541K -9,773 -91%
CTC
1193
Cetera Trust Company
Minnesota
$56.9K +$55.4K +1,000 New
PP
1194
Pacifica Partners
Canada
$56.7K
TC
1195
Truvestments Capital
Florida
$56.6K -$1.16K -21 -2%
CSC
1196
Caldwell Sutter Capital
California
$56.5K +$6.98K +126 +15%
CWM
1197
Centricity Wealth Management
Ohio
$55.4K
CA
1198
Centerpoint Advisors
Massachusetts
$55K +$1.33K +24 +3%
TCOV
1199
Trust Company of Vermont
Vermont
$53.4K -$53.2K -960 -51%
SWA
1200
SOA Wealth Advisors
New York
$50.4K -$1.12M -20,156 -29%

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.