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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
APP
101
Avantax Planning Partners
Iowa
$20.4M -$155K -2,802 -0.8%
KWM
102
Kingsview Wealth Management
Oregon
$20.3M +$3.04M +54,823 +18%
BFA
103
Beacon Financial Advisory
Ohio
$19.8M +$742K +13,386 +4%
TFS
104
Thoroughbred Financial Services
Tennessee
$19.1M -$2.22M -40,025 -11%
FIA
105
Foundations Investment Advisors
Arizona
$19.1M +$2.54M +45,803 +16%
GWMIA
106
Global Wealth Management Investment Advisory
Florida
$18.9M +$403K +7,275 +2%
RIL
107
Rothschild Investment LLC
Illinois
$18.8M -$199K -3,601 -1%
SCM
108
Steele Capital Management
Iowa
$18.8M -$2.19M -39,604 -11%
MOS
109
MGO One Seven
Ohio
$18.4M +$831K +15,007 +5%
Citigroup
110
Citigroup
New York
$18.2M -$1.14M -20,582 -6%
IHWM
111
Iron Horse Wealth Management
Iowa
$17.8M +$664K +11,991 +4%
GVAG
112
Great Valley Advisor Group
Delaware
$17.5M +$9.29M +167,697 +119%
MS
113
Madden Securities
Texas
$17.5M +$189K +3,410 +1%
AP
114
Americana Partners
Texas
$17.3M +$16.9M +304,894 New
CFP
115
Curran Financial Partners
South Carolina
$17.2M +$1.49M +26,976 +10%
CPIG
116
Chicago Partners Investment Group
Illinois
$16.9M +$1.83M +33,034 +13%
TWM
117
Tradition Wealth Management
Minnesota
$16.9M -$616K -11,117 -4%
SCA
118
St. Clair Advisors
Ohio
$16.9M +$629K +11,350 +4%
MBTD
119
Mechanics Bank - Trust Department
California
$16.9M -$1.92M -34,728 -10%
AMG
120
Advisors Management Group
Wisconsin
$16.9M +$1.69M +30,473 +11%
PA
121
PFG Advisors
Arizona
$16.6M +$1.05M +18,934 +7%
IAS
122
Investment Advisory Services
Texas
$16.6M +$812K +14,664 +5%
FA
123
Fagan Associates
New York
$16.5M +$398K +7,189 +3%
Lido Advisors
124
Lido Advisors
California
$16.4M +$13.4M +242,589 +527%
ASN
125
Advisory Services Network
Georgia
$16.4M +$302K +5,450 +2%

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.