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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,243 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 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$425M
2
Morgan Stanley
Morgan Stanley
New York
+$137M
3
Bank of America
Bank of America
North Carolina
+$81.5M
4
Wells Fargo
Wells Fargo
California
+$66.2M
5
Raymond James Financial
Raymond James Financial
Florida
+$47.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$48.3M
2
EFH
Eaton Financial Holdings
Florida
-$41.3M
3
QC
Quadrature Capital
United Kingdom
-$37.6M
4
LFG
Leverty Financial Group
Wisconsin
-$29.6M
5
CBA
Coastal Bridge Advisors
Connecticut
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1251
MJP Associates
Connecticut
– -$6.66M -115,703 Closed
AAA
1252
American Alpha Advisors
New York
– -$4.48M -77,841 Closed
TGAM
1253
TBH Global Asset Management
Tennessee
– -$4.46M -77,118 Closed
SAS
1254
Stelac Advisory Services
New York
– -$4.35M -75,302 Closed
EP
1255
Essential Planning
New Hampshire
– -$4.33M -72,855 Closed
ETC
1256
Exchange Traded Concepts
Oklahoma
– -$4.11M -71,454 Closed
Renaissance Technologies
1257
Renaissance Technologies
New York
– -$3.94M -68,500 Closed
CAS
1258
Coppell Advisory Solutions
Texas
– -$3.38M -58,267 Closed
CFGS
1259
Concourse Financial Group Securities
Alabama
– -$2.13M -36,256 Closed
D.E. Shaw & Co
1260
D.E. Shaw & Co
New York
– -$1.98M -34,422 Closed
GCM
1261
Glaxis Capital Management
Florida
– -$1.73M -30,000 Closed
EFS
1262
Econ Financial Services
Pennsylvania
– -$1.72M -29,966 Closed
CWM
1263
Chronos Wealth Management
Florida
– -$1.35M -23,415 Closed
SRA
1264
Secured Retirement Advisors
Minnesota
– -$977K -16,986 Closed
EAM
1265
Empirical Asset Management
Massachusetts
– -$166K -14,571 Closed
LWL
1266
Leo Wealth LLC
Texas
– -$716K -12,444 Closed
XPN
1267
XY Planning Network
Montana
– -$346K -6,018 Closed
HCM
1268
Hall Capital Management
Rhode Island
– -$345K -6,003 Closed
SA
1269
Stewardship Advisors
Pennsylvania
– -$337K -5,860 Closed
OCM
1270
Objective Capital Management
Ohio
– -$327K -5,685 Closed
SIMC
1271
Squire Investment Management Company
Utah
– -$325K -5,649 Closed
REMPR
1272
Roof Eidam Maycock Peralta (REMP)
California
– -$316K -5,500 Closed
WH
1273
Willner & Heller
California
– -$280K -4,860 Closed
BOC
1274
Blue Oak Capital
California
– -$276K -4,759 Closed
APA
1275
Astoria Portfolio Advisors
New York
– -$264K -4,583 Closed
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