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JPMorgan Equity Premium Income ETF

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: 142157 (+15)

1% more funds holding

Funds holding: 1,2541,264 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Cresset Asset Management
Illinois
$16.3M +$535K +9,189 +3%
ASN
127
Advisory Services Network
Georgia
$16.3M +$2.47M +42,365 +17%
FA
128
Fagan Associates
New York
$16.2M +$782K +13,427 +5%
EA
129
Ergawealth Advisors
Illinois
$16.2M -$860K -14,763 -5%
BDWCC
130
B&D White Capital Company
Texas
$15.9M +$16.2M +278,502 New
IAS
131
Investment Advisory Services
Texas
$15.8M +$157K +2,698 +1%
CFP
132
Curran Financial Partners
South Carolina
$15.7M +$1.74M +29,886 +12%
PA
133
PFG Advisors
Arizona
$15.6M +$1.28M +22,028 +9%
WAOI
134
Wealth Advisors of Iowa
Iowa
$15.5M +$1.71M +29,298 +12%
EWA
135
EP Wealth Advisors
California
$15.5M -$242K -4,147 -2%
RWM
136
Rezny Wealth Management
Florida
$15.3M +$1.8M +30,921 +13%
AMG
137
Advisors Management Group
Wisconsin
$15.2M +$14.1M +242,699 +1,030%
Citadel Advisors
138
Citadel Advisors
Florida
$15.2M +$9.27M +159,112 +150%
AWM
139
Axxcess Wealth Management
California
$15M +$5.07M +86,959 +50%
NA
140
NewEdge Advisors
Louisiana
$14.9M +$572K +9,817 +4%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$14.9M +$1.35M +23,155 +10%
AP
142
Appleton Partners
Massachusetts
$14.9M +$461K +7,908 +3%
1NWS
143
1 North Wealth Services
Maryland
$14.8M +$694K +11,916 +5%
CPIG
144
Chicago Partners Investment Group
Illinois
$14.6M +$2.24M +38,418 +17%
EFH
145
Eaton Financial Holdings
Florida
$14.3M -$42.1M -723,145 -74%
TLP
146
Trinity Legacy Partners
Texas
$14.1M +$573K +9,837 +4%
SWA
147
SFMG Wealth Advisors
Texas
$13.9M +$990K +16,986 +7%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$13.9M +$542K +9,310 +4%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$13.9M +$1.26M +21,638 +10%
Creative Planning
150
Creative Planning
Kansas
$13.7M +$5.33M +91,476 +62%

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.