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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
SHIM
1326
Stone House Investment Management
Pennsylvania
– -$245K -4,294 Closed
BWM
1327
BlackDiamond Wealth Management
New York
– -$218K -3,915 Closed
JCM
1328
Jacobi Capital Management
Pennsylvania
– -$223K -3,907 Closed
FAG
1329
Fortitude Advisory Group
Washington
– -$206K -3,851 Closed
ZF
1330
Zhang Financial
Michigan
– -$218K -3,807 Closed
FCA
1331
FLC Capital Advisors
California
– -$210K -3,672 Closed
EWM
1332
Empirical Wealth Management
Washington
– -$206K -3,612 Closed
NP
1333
NorthRock Partners
Minnesota
– -$205K -3,590 Closed
BWM
1334
Brown Wealth Management
Illinois
– -$201K -3,522 Closed
WW
1335
Winnow Wealth
Texas
– -$122K -2,137 Closed
GA
1336
GoalVest Advisory
New York
– -$114K -2,000 Closed
SW
1337
SVB Wealth
Massachusetts
– -$105K -1,834 Closed
HFS
1338
Hughes Financial Services
Virginia
– -$86.8K -1,529 Closed
QCG
1339
Quadrant Capital Group
Ohio
– -$85.7K -1,500 Closed
FPF
1340
First Pacific Financial
Washington
– -$82.4K -1,442 Closed
OP
1341
ORG Partners
Indiana
– -$80K -1,410 Closed
LAMC
1342
Longview Asset Management (California)
California
– -$80.3K -1,406 Closed
WT
1343
Washington Trust
Rhode Island
– -$72.6K -1,270 Closed
AEPWM
1344
Atlantic Edge Private Wealth Management
Florida
– -$57.1K -1,000 Closed
FUBT
1345
First United Bank & Trust
Maryland
– -$44.6K -780 Closed
PA
1346
PSI Advisors
Florida
– -$39.1K -685 Closed
GWSA
1347
Global Wealth Strategies & Associates
Colorado
– -$36.1K -632 Closed
MSWM
1348
Mowery & Schoenfeld Wealth Management
Illinois
– -$29.2K -511 Closed
MG
1349
Mather Group
Illinois
– -$25.3K -444 Closed
AF
1350
Atala Financial
California
– -$17.1K -300 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.