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JPMorgan Equity Premium Income ETF
JEPI

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: 142 → 157 (+15)

1% more funds holding

Funds holding: 1,254 → 1,264 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$434M
2
Morgan Stanley
Morgan Stanley
New York
+$140M
3
Bank of America
Bank of America
North Carolina
+$83.1M
4
Wells Fargo
Wells Fargo
California
+$67.5M
5
Raymond James Financial
Raymond James Financial
Florida
+$48.5M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$49M
2
EFH
Eaton Financial Holdings
Florida
-$42.1M
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 		Change in
Stake
SAS
1276
Stelac Advisory Services
New York
– -$4.35M -75,302 Closed
EP
1277
Essential Planning
New Hampshire
– -$4.33M -72,855 Closed
ETC
1278
Exchange Traded Concepts
Oklahoma
– -$4.11M -71,454 Closed
Renaissance Technologies
1279
Renaissance Technologies
New York
– -$3.94M -68,500 Closed
CAS
1280
Coppell Advisory Solutions
Texas
– -$3.38M -58,267 Closed
CFGS
1281
Concourse Financial Group Securities
Alabama
– -$2.13M -36,256 Closed
D.E. Shaw & Co
1282
D.E. Shaw & Co
New York
– -$1.98M -34,422 Closed
GCM
1283
Glaxis Capital Management
Florida
– -$1.73M -30,000 Closed
EFS
1284
Econ Financial Services
Pennsylvania
– -$1.72M -29,966 Closed
CWM
1285
Chronos Wealth Management
Florida
– -$1.35M -23,415 Closed
SRA
1286
Secured Retirement Advisors
Minnesota
– -$977K -16,986 Closed
EAM
1287
Empirical Asset Management
Massachusetts
– -$166K -14,571 Closed
LWL
1288
Leo Wealth LLC
Texas
– -$716K -12,444 Closed
XPN
1289
XY Planning Network
Montana
– -$346K -6,018 Closed
HCM
1290
Hall Capital Management
Rhode Island
– -$345K -6,003 Closed
SA
1291
Stewardship Advisors
Pennsylvania
– -$337K -5,860 Closed
OCM
1292
Objective Capital Management
Ohio
– -$327K -5,685 Closed
SIMC
1293
Squire Investment Management Company
Utah
– -$325K -5,649 Closed
REMPR
1294
Roof Eidam Maycock Peralta (REMP)
California
– -$316K -5,500 Closed
HW
1295
Hamilton Wealth
California
– -$295K -5,125 Closed
WH
1296
Willner & Heller
California
– -$280K -4,860 Closed
BOC
1297
Blue Oak Capital
California
– -$276K -4,759 Closed
APA
1298
Astoria Portfolio Advisors
New York
– -$264K -4,583 Closed
Neuberger Berman Group
1299
Neuberger Berman Group
New York
– -$261K -4,533 Closed
PAMG
1300
Patton Albertson Miller Group
Tennessee
– -$260K -4,515 Closed
50 51
52
53 54

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.