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JPMorgan Equity Premium Income ETF

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: 1,2631,283 (+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: 157142 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BDWCC
126
B&D White Capital Company
Texas
$16.3M +$492K +8,873 +3%
CAM
127
Cresset Asset Management
Illinois
$16.3M +$46.5K +840 +0.3%
GWM
128
Geneos Wealth Management
Colorado
$16.2M -$13.5M -242,964 -46%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$16.1M +$2.16M +38,911 +16%
IAN
130
Integrated Advisors Network
Texas
$16M +$5.87M +106,040 +60%
OC
131
Oppenheimer & Co
New York
$15.8M +$2.48M +44,841 +19%
RWM
132
Rezny Wealth Management
Florida
$15.8M +$567K +10,230 +4%
CCA
133
Childress Capital Advisors
Texas
$15.3M -$2.29M -41,373 -13%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$15.3M +$411K +7,413 +3%
EA
135
Ergawealth Advisors
Illinois
$15.2M -$840K -15,164 -5%
RWA
136
Rooted Wealth Advisors
Illinois
$15M +$812K +14,661 +6%
1NWS
137
1 North Wealth Services
Maryland
$15M +$290K +5,228 +2%
EWA
138
EP Wealth Advisors
California
$15M -$396K -7,156 -3%
MFG
139
Magnus Financial Group
New York
$14.9M -$17.6M -318,558 -55%
TFA
140
Tobias Financial Advisors
Florida
$14.8M +$14.5M +260,970 New
SWA
141
SFMG Wealth Advisors
Texas
$14.8M +$925K +16,693 +7%
AP
142
Appleton Partners
Massachusetts
$14.8M +$22.8K +412 +0.2%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$14.8M +$948K +17,119 +7%
TLP
144
Trinity Legacy Partners
Texas
$14.6M +$306K +5,522 +2%
BWG
145
Beta Wealth Group
California
$14.5M -$9.05M -163,304 -39%
ACG
146
Allen Capital Group
Nebraska
$14.5M +$812K +14,654 +6%
EFH
147
Eaton Financial Holdings
Florida
$14.4M +$118K +2,124 +0.8%
CWA
148
Cascade Wealth Advisors
Washington
$14.2M +$1.87M +33,796 +15%
Creative Planning
149
Creative Planning
Kansas
$14.1M +$481K +8,674 +4%
CWM
150
Centurion Wealth Management
Virginia
$14.1M +$1.71M +30,785 +14%

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.