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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
Wolverine Trading
1301
Wolverine Trading
Illinois
– -$255K -4,383 Closed
CL
1302
Cabana LLC
Arkansas
– -$250K -4,343 Closed
WPC
1303
Wedmont Private Capital
Pennsylvania
– -$244K -4,280 Closed
NGA
1304
Naples Global Advisors
Florida
– -$237K -4,090 Closed
CB
1305
Chris Bulman
California
– -$233K -4,049 Closed
UWP
1306
Uniting Wealth Partners
Kansas
– -$230K -4,000 Closed
FIC
1307
Family Investment Center
Missouri
– -$229K -3,982 Closed
WCA
1308
Westover Capital Advisors
Delaware
– -$224K -3,897 Closed
SF
1309
Schaeffer Financial
Maryland
– -$218K -3,792 Closed
AWM
1310
Accurate Wealth Management
Florida
– -$215K -3,740 Closed
ZIM
1311
Zacks Investment Management
Illinois
– -$209K -3,629 Closed
CAMV
1312
Concord Asset Management (Virginia)
Virginia
– -$206K -3,574 Closed
FF
1313
Fluent Financial
Texas
– -$203K -3,530 Closed
RWP
1314
Ridgecrest Wealth Partners
California
– -$201K -3,500 Closed
EBA
1315
Eagle Bay Advisors
New York
– -$187K -3,230 Closed
TIA
1316
Tiemann Investment Advisors
California
– -$186K -3,225 Closed
PFT
1317
Providence First Trust
Arizona
– -$138K -2,400 Closed
LSIA
1318
LaSalle St. Investment Advisors
Illinois
– -$125K -2,186 Closed
GP
1319
Greenline Partners
New York
– -$125K -2,172 Closed
NWWA
1320
New Wave Wealth Advisors
Arkansas
– -$124K -2,154 Closed
KC
1321
Knuff & Co
California
– -$120K -2,094 Closed
Belvedere Trading
1322
Belvedere Trading
Illinois
– -$118K -2,049 Closed
RCM
1323
Ravenstone Capital Management
– -$115K -2,000 Closed
OC
1324
Oarsman Capital
Wisconsin
– -$111K -1,936 Closed
SMAM
1325
Sugar Maple Asset Management
Wisconsin
– -$93.7K -1,628 Closed
50 51 52
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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.