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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
HPC
1201
HM Payson & Co
Maine
$33.7K -$58.3K -1,000 -63%
CWM
1202
Crowley Wealth Management
Delaware
$31.4K
MPWT
1203
MassMutual Private Wealth & Trust
Connecticut
$29.2K -$59.5K -1,021 -67%
MSWM
1204
Mowery & Schoenfeld Wealth Management
Illinois
$29.2K +$29.8K +511 New
MEG
1205
Millstone Evans Group
Colorado
$28.9K +$29.4K +505 New
BOJHT
1206
Bank of Jackson Hole Trust
Wyoming
$28.7K
DSC
1207
Duncker Streett & Co
Missouri
$28.3K
POIA
1208
Pin Oak Investment Advisors
Texas
$28K +$10.2K +175 +155%
FMP
1209
Financial Management Professionals
Texas
$27K +$466 +8 +2%
MG
1210
Mather Group
Illinois
$25.3K +$25.9K +444 New
AWM
1211
Abound Wealth Management
Tennessee
$23.6K -$39.7K -681 -62%
MBFW
1212
Morton Brown Family Wealth
Pennsylvania
$23.3K +$58 +1 +0.2%
SL
1213
Salomon & Ludwin
Virginia
$22.9K -$8.21K -141 -26%
AWM
1214
Angeles Wealth Management
California
$22.9K
Q1WB
1215
Quest 10 Wealth Builders
Virginia
$22.9K
GBT
1216
Grove Bank & Trust
Florida
$22.9K +$23.3K +400 New
CFS
1217
Compass Financial Services
Iowa
$22.6K +$23.1K +396 New
1IA
1218
1620 Investment Advisors
Massachusetts
$20.6K +$6.41K +110 +44%
NRG
1219
Nemes Rush Group
Michigan
$20.5K
OA
1220
Operose Advisors
Wisconsin
$20.2K +$20.6K +354 New
RMC
1221
Resources Management Corp
Connecticut
$20K
CWM
1222
Consultiva Wealth Management
Puerto Rico
$20K +$20.4K +350 New
DWM
1223
Dogwood Wealth Management
Kansas
$17.4K +$291 +5 +2%
AF
1224
Atala Financial
California
$17.1K
NC
1225
NewSquare Capital
Pennsylvania
$17.1K +$17.5K +300 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.