We are live on ! Find out more
JEPI icon

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
CFG
101
Cooper Financial Group
California
$20.6M +$2.12M +36,371 +11%
Comerica Bank
102
Comerica Bank
Texas
$20.6M +$1.61M +27,634 +8%
FCI
103
Financial Counselors Inc
Kansas
$20M +$4.09M +70,166 +25%
JWCA
104
J.W. Cole Advisors
Florida
$19.6M -$5.3M -90,914 -21%
Citigroup
105
Citigroup
New York
$19.4M +$8.16M +139,986 +70%
SWM
106
SK Wealth Management
Rhode Island
$19.4M -$1.64M -28,128 -7%
DC
107
Davenport & Co
Virginia
$19.3M +$1.34M +22,967 +7%
WAM
108
WNY Asset Management
New York
$19.2M +$6.97M +119,622 +55%
BFA
109
Beacon Financial Advisory
Ohio
$19.1M +$382K +6,562 +2%
RIL
110
Rothschild Investment LLC
Illinois
$19.1M +$9.03M +155,032 +87%
MBTD
111
Mechanics Bank - Trust Department
California
$19M -$296K -5,086 -2%
FPGK
112
Financial Partners Group (Kansas)
Kansas
$18.6M -$7.62M -130,789 -29%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$18.5M +$1.28M +21,979 +7%
GS
114
GWN Securities
Florida
$18.5M +$18.2M +311,850 +1,615%
CCA
115
Childress Capital Advisors
Texas
$17.7M -$2.65M -45,530 -13%
MOS
116
MGO One Seven
Ohio
$17.7M -$1.79M -30,660 -9%
TWM
117
Tradition Wealth Management
Minnesota
$17.6M -$784K -13,461 -4%
LJCM
118
Lee Johnson Capital Management
Texas
$17.6M +$1.32M +22,671 +8%
MS
119
Madden Securities
Texas
$17.4M +$947K +16,258 +6%
KWM
120
Kingsview Wealth Management
Oregon
$17.2M +$4.88M +83,807 +38%
GAA
121
Global Assets Advisory
Florida
$17.2M +$12M +206,722 +188%
IHWM
122
Iron Horse Wealth Management
Iowa
$17.2M +$911K +15,639 +5%
MAM
123
Marquette Asset Management
Minnesota
$16.8M -$617K -10,592 -3%
FIA
124
Foundations Investment Advisors
Arizona
$16.6M +$96.2K +1,652 +0.6%
SCA
125
St. Clair Advisors
Ohio
$16.3M -$109K -1,874 -0.7%

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.