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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
CAM
1226
Clarity Asset Management
Iowa
$24.5K +$23.9K +431 New
EWM
1227
Evolution Wealth Management
Florida
$23.5K +$22.9K +414 New
AWM
1228
Abound Wealth Management
Tennessee
$23.2K -$222 -4 -1%
MBFW
1229
Morton Brown Family Wealth
Pennsylvania
$23.2K
RAM
1230
Riggs Asset Management
Pennsylvania
$23.1K +$12.9K +233 +134%
AWM
1231
Angeles Wealth Management
California
$22.7K
GBT
1232
Grove Bank & Trust
Florida
$22.7K
Q1WB
1233
Quest 10 Wealth Builders
Virginia
$22.7K
UB
1234
UMB Bank
Missouri
$22.7K +$22.2K +400 New
SL
1235
Salomon & Ludwin
Virginia
$22.7K
CFS
1236
Compass Financial Services
Iowa
$22.5K
1IA
1237
1620 Investment Advisors
Massachusetts
$20.5K
OA
1238
Operose Advisors
Wisconsin
$20.1K
RMC
1239
Resources Management Corp
Connecticut
$20K
CWM
1240
Consultiva Wealth Management
Puerto Rico
$19.9K
AP
1241
Aspect Partners
Virginia
$19.3K +$16.1K +290 +580%
VWA
1242
VSM Wealth Advisory
Maryland
$18.2K +$4.82K +87 +37%
WP
1243
WealthShield Partners
North Carolina
$18K +$14.8K +267 +545%
PPA
1244
Painted Porch Advisors
California
$17.9K -$28.5K -514 -62%
DWM
1245
Dogwood Wealth Management
Kansas
$17.9K +$554 +10 +3%
GPFA
1246
Game Plan Financial Advisors
Ohio
$17.1K +$16.6K +300 New
DWA
1247
Delos Wealth Advisors
Texas
$16.5K -$449K -8,113 -97%
DFA
1248
DHJJ Financial Advisors
Illinois
$15.9K
MSFP
1249
Mark Sheptoff Financial Planning
Connecticut
$15.9K
SA
1250
SRH Advisors
Kansas
$15.9K +$15.5K +280 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.