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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
WC
1301
Waterloo Capital
Texas
– -$1.06M -18,619 Closed
TSS
1302
Two Sigma Securities
New York
– -$909K -15,906 Closed
Goldman Sachs
1303
Goldman Sachs
New York
– -$847K -14,830 Closed
IAP
1304
Indie Asset Partners
Indiana
– -$787K -13,765 Closed
JWBC
1305
John W. Brooker & Co
California
– -$638K -11,162 Closed
IIA
1306
IPG Investment Advisors
California
– -$626K -10,962 Closed
MA
1307
MONECO Advisors
Connecticut
– -$568K -9,947 Closed
NCFG
1308
New Century Financial Group
New Jersey
– -$501K -8,769 Closed
YWS
1309
Yarger Wealth Strategies
Ohio
– -$482K -8,437 Closed
MW
1310
MBL Wealth
North Carolina
– -$452K -7,915 Closed
RWM
1311
Ritholtz Wealth Management
New York
– -$447K -7,827 Closed
WP
1312
WealthPLAN Partners
Nebraska
– -$422K -7,387 Closed
PW
1313
Potentia Wealth
California
– -$407K -7,120 Closed
PG
1314
Prostatis Group
Maryland
– -$401K -7,019 Closed
WPW
1315
Warther Private Wealth
Ohio
– -$340K -5,943 Closed
GT
1316
Greenleaf Trust
Michigan
– -$326K -5,700 Closed
LIA
1317
LBMC Investment Advisors
Tennessee
– -$324K -5,664 Closed
CCB
1318
Cutter & Co Brokerage
Missouri
– -$318K -5,569 Closed
CFO
1319
Collective Family Office
Pennsylvania
– -$302K -5,284 Closed
EFG
1320
Ethos Financial Group
Pennsylvania
– -$300K -5,172 Closed
PPWM
1321
Paragon Private Wealth Management
Kentucky
– -$284K -4,976 Closed
KeyBank National Association
1322
KeyBank National Association
Ohio
– -$275K -4,810 Closed
PJSIMP
1323
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$274K -4,803 Closed
SFM
1324
Signet Financial Management
New Jersey
– -$261K -4,574 Closed
FBT
1325
First Bankers Trust
Kentucky
– -$249K -4,350 Closed
51 52
53
54 55

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.