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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
RPCA
1251
Running Point Capital Advisors
California
$15.7K
Fidelity Investments
1252
Fidelity Investments
Massachusetts
$14.5K +$8.03K +145 +132%
AP
1253
Atwood & Palmer
Missouri
$13.3K +$13K +234 New
SIS
1254
Strategic Investment Solutions
Illinois
$12.7K +$332 +6 +3%
SFC
1255
SYM Financial Corp
Indiana
$11.4K
RF
1256
Rossby Financial
Florida
$11.4K +$11.1K +200 New
CAM
1257
Chesapeake Asset Management
New York
$10.8K +$4.93K +89 +89%
PWA
1258
Principia Wealth Advisory
Texas
$10.3K
PWA
1259
Physician Wealth Advisors
Utah
$9.84K
FFA
1260
Founders Financial Alliance
North Carolina
$8.53K -$34.8K -629 -81%
SRCM
1261
Signature Resources Capital Management
California
$8.53K
FCT
1262
First Community Trust
Iowa
$8.3K
NRG
1263
Nemes Rush Group
Michigan
$7.22K -$12.9K -232 -65%
TPWA
1264
Twin Peaks Wealth Advisors
California
$5.64K +$5.54K +100 New
JGIA
1265
Jackson Grant Investment Advisers
Connecticut
$5.46K +$5.32K +96 New
TCM
1266
TD Capital Management
Tennessee
$5.11K +$4.99K +90 New
QWM
1267
Quaker Wealth Management
New Jersey
$4.38K +$4.27K +77 New
CSB
1268
City State Bank
Iowa
$4.26K
MPWT
1269
MassMutual Private Wealth & Trust
Connecticut
$4.09K -$24.3K -439 -86%
VEA
1270
Virtus ETF Advisers
New York
$2.84K -$277 -5 -9%
WT
1271
Whittier Trust
California
$2.56K +$2.49K +45 New
FLFS
1272
Family Legacy Financial Solutions
North Carolina
$2.25K +$2.16K +39 New
SA
1273
Scarborough Advisors
Maryland
$1.65K +$1.61K +29 New
B
1274
Birchbrook
Maine
$1.52K +$55 +1 +4%
BGWM
1275
Bridge Generations Wealth Management
Florida
$1.19K

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.