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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
DFA
1226
DHJJ Financial Advisors
Illinois
$16K -$1.22K -21 -7%
MSFP
1227
Mark Sheptoff Financial Planning
Connecticut
$16K
RPCA
1228
Running Point Capital Advisors
California
$15.8K
CWC
1229
Carolinas Wealth Consulting
North Carolina
$15.5K
RMP
1230
Richards, Merrill & Peterson
Washington
$14.3K
GJIA
1231
Glass Jacobson Investment Advisors
Maryland
$13.5K
VWA
1232
VSM Wealth Advisory
Maryland
$13.3K +$757 +13 +6%
SIS
1233
Strategic Investment Solutions
Illinois
$12.4K +$10.4K +179 +471%
GGI
1234
Godsey & Gibb Inc
Virginia
$11.5K -$65.7K -1,128 -85%
SFC
1235
SYM Financial Corp
Indiana
$11.4K
HT
1236
Headlands Technologies
Illinois
$10.4K -$8.04K -138 -43%
RAM
1237
Riggs Asset Management
Pennsylvania
$9.94K +$10.1K +174 New
PWA
1238
Principia Wealth Advisory
Texas
$9.92K
PWA
1239
Physician Wealth Advisors
Utah
$9.89K
SRCM
1240
Signature Resources Capital Management
California
$8.57K
BBHC
1241
Brown Brothers Harriman & Co
New York
$8.4K
FCT
1242
First Community Trust
Iowa
$8.34K
Fidelity Investments
1243
Fidelity Investments
Massachusetts
$6.27K -$757 -13 -11%
CAM
1244
Chesapeake Asset Management
New York
$5.77K +$58 +1 +1%
CBT
1245
Crews Bank & Trust
Florida
$5.71K +$5.83K +100 New
GC
1246
Garde Capital
Washington
$5.71K +$5.83K +100 New
MSG
1247
Main Street Group
Virginia
$5.71K +$5.83K +100 New
MFS
1248
Mattson Financial Services
Michigan
$5.49K -$1.82M -31,203 -100%
CSB
1249
City State Bank
Iowa
$4.29K
MDCM
1250
Morgan Dempsey Capital Management
Wisconsin
$3.83K +$2.85K +49 +272%

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.