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JPMorgan Equity Premium Income ETF
JEPI

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: 1,263 → 1,283 (+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: 157 → 142 (-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

Top Buyers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
+$387M
2
Morgan Stanley
Morgan Stanley
New York
+$106M
3
LPL Financial
LPL Financial
California
+$78.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$73.6M
5
HC
Hamilton Capital
Ohio
+$70.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$818M
2
RCM
Requisite Capital Management
Texas
-$57.1M
3
AWS
Atria Wealth Solutions
New York
-$47.3M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$39M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MHIP
1276
Mountain Hill Investment Partners
New Jersey
$979 – – –
HI
1277
Horizon Investments
North Carolina
$954 -$111 -2 -11%
TIM
1278
Tortoise Investment Management
New York
$569 -$2.77K -50 -83%
CAM
1279
Creekmur Asset Management
Illinois
$368 – – –
TRCT
1280
Tower Research Capital (TRC)
New York
$341 +$332 +6 New
MAFA
1281
MJT & Associates Financial Advisory
Minnesota
$217 – – –
GGI
1282
Godsey & Gibb Inc
Virginia
$144 -$11K -198 -99%
BCMIO
1283
Beacon Capital Management Inc (Ohio)
Ohio
$45 +$55 +1 New
MDCM
1284
Morgan Dempsey Capital Management
Wisconsin
$42 -$3.66K -66 -99%
DJSG
1285
D.J. St. Germain
Massachusetts
$30 – – –
FSA
1286
Financial Services Advisory
Maryland
– -$23.7M -415,469 Closed
FCI
1287
Financial Counselors Inc
Kansas
– -$20M -349,352 Closed
MAM
1288
Marquette Asset Management
Minnesota
– -$16.8M -294,829 Closed
WAOI
1289
Wealth Advisors of Iowa
Iowa
– -$15.5M -271,552 Closed
PAS
1290
Park Avenue Securities
New York
– -$11.9M -208,924 Closed
CAM
1291
Cobblestone Asset Management
Virginia
– -$7.49M -131,095 Closed
EWM
1292
Evergreen Wealth Management
Michigan
– -$6.88M -120,421 Closed
Susquehanna International Group
1293
Susquehanna International Group
Pennsylvania
– -$4.09M -73,834 Closed
GSEP
1294
Golden State Equity Partners
California
– -$3.77M -65,913 Closed
JFG
1295
Jefferies Financial Group
New York
– -$2.83M -49,535 Closed
VWM
1296
Vigilare Wealth Management
Arizona
– -$2.06M -36,069 Closed
AFS
1297
Anderson Financial Strategies
Ohio
– -$2.03M -35,588 Closed
GPWM
1298
Grant Private Wealth Management
California
– -$2M -34,976 Closed
PCP
1299
Proficio Capital Partners
Massachusetts
– -$1.99M -34,800 Closed
TC
1300
TownSquare Capital
Utah
– -$1.31M -23,005 Closed
50 51
52
53 54

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.