We are live on ! Find out more
JEPI icon

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
VFM
1201
Vision Financial Markets
Connecticut
$48.5K +$1.16K +21 +3%
PCM
1202
Perritt Capital Management
Illinois
$48.3K +$1.16K +21 +3%
BCMLT
1203
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.4K -$63K -1,138 -58%
GIM
1204
Glenmede Investment Management
Pennsylvania
$47.2K +$46K +830 New
VWWMG
1205
Vermillion & White Wealth Management Group
Pennsylvania
$46.2K -$5.65K -102 -11%
BLC
1206
Brown, Lisle/Cummings
Rhode Island
$44.7K
Russell Investments Group
1207
Russell Investments Group
United Kingdom
$44.3K -$19.3K -349 -31%
FRA
1208
Front Row Advisors
California
$40.1K
PSFG
1209
Park Square Financial Group
Georgia
$39.8K
CPG
1210
Cornerstone Planning Group
New Jersey
$38.3K +$37.9K +685 New
FFO
1211
Fortitude Family Office
Arizona
$36.4K
OLVIG
1212
Oliver Lagore Vanvalin Investment Group
Michigan
$32.3K +$31.3K +565 New
MWA
1213
Miller Wealth Advisors
Colorado
$31.8K -$3.99K -72 -11%
CWM
1214
Crowley Wealth Management
Delaware
$31.3K
BPAMU
1215
BTG Pactual Asset Management US
New York
$30.7K +$29.9K +540 New
SC
1216
SouthState Corp
Florida
$29.8K -$133K -2,400 -82%
DSC
1217
Duncker Streett & Co
Missouri
$28.1K
POIA
1218
Pin Oak Investment Advisors
Texas
$28K +$11.7K +212 +74%
ADL
1219
Asset Dedication LLC
California
$27.9K +$27.1K +490 New
FMP
1220
Financial Management Professionals
Texas
$27.5K +$720 +13 +3%
BOJHT
1221
Bank of Jackson Hole Trust
Wyoming
$27.5K
GTAM
1222
Global Trust Asset Management
Florida
$27K -$37.4K -675 -59%
OSAM
1223
O'Shaughnessy Asset Management
Connecticut
$25.9K -$195K -3,529 -89%
BCWM
1224
Bartlett & Co Wealth Management
Ohio
$25.5K +$24.8K +448 New
GIA
1225
GHP Investment Advisors
Colorado
$24.6K +$23.9K +432 New

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.