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
CT
1251
Caldwell Trust
Florida
$3.6K +$3.67K +63 New
Kayne Anderson Rudnick Investment Management
1252
Kayne Anderson Rudnick Investment Management
California
$3.48K +$3.5K +60 New
TIM
1253
Tortoise Investment Management
New York
$3.43K
VEA
1254
Virtus ETF Advisers
New York
$3.14K +$3.2K +55 New
AP
1255
Aspect Partners
Virginia
$2.86K
WP
1256
WealthShield Partners
North Carolina
$2.8K -$20.3K -348 -88%
JFA
1257
JNBA Financial Advisors
Minnesota
$1.81K +$291 +5 +19%
LIA
1258
Luken Investment Analytics
Tennessee
$1.77K -$1.46K -25 -45%
B
1259
Birchbrook
Maine
$1.49K
BGWM
1260
Bridge Generations Wealth Management
Florida
$1.2K +$1.22K +21 New
HI
1261
Horizon Investments
North Carolina
$1.07K
CFG
1262
CKW Financial Group
Hawaii
$1K +$1.17K +20 New
MHIP
1263
Mountain Hill Investment Partners
New Jersey
$959 +$58 +1 +6%
CAM
1264
Creekmur Asset Management
Illinois
$361
MAFA
1265
MJT & Associates Financial Advisory
Minnesota
$219 +$233 +4 New
DJSG
1266
D.J. St. Germain
Massachusetts
$29 +$58 +1 New
Jane Street
1267
Jane Street
New York
-$49M -840,282 Closed
QC
1268
Quadrature Capital
United Kingdom
-$37.6M -653,385 Closed
LFG
1269
Leverty Financial Group
Wisconsin
-$29.6M -513,776 Closed
CBA
1270
Coastal Bridge Advisors
Connecticut
-$28.9M -501,725 Closed
PFM
1271
Potomac Fund Management
Florida
-$15M -261,188 Closed
AO
1272
Advisor OS
Illinois
-$6.83M -118,728 Closed
MA
1273
MJP Associates
Connecticut
-$6.66M -115,703 Closed
AAA
1274
American Alpha Advisors
New York
-$4.48M -77,841 Closed
TGAM
1275
TBH Global Asset Management
Tennessee
-$4.46M -77,118 Closed

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.