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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
ACG
151
Allen Capital Group
Nebraska
$13.7M +$2.08M +35,773 +18%
DAS
152
Dynamic Advisor Solutions
Arizona
$13.7M +$3.96M +68,011 +40%
VWA
153
Visionary Wealth Advisors
Illinois
$13.6M -$474K -8,134 -3%
OC
154
Oppenheimer & Co
New York
$13.4M +$3.97M +68,111 +41%
GWANC
155
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.1M -$25.2K -433 -0.2%
PAG
156
Private Advisor Group
New Jersey
$13.1M +$4.36M +74,756 +48%
RWA
157
Rooted Wealth Advisors
Illinois
$13M +$83.9K +1,440 +0.6%
SPC
158
Sigma Planning Corp
Michigan
$13M +$816K +14,008 +7%
SWMP
159
Signature Wealth Management Partners
New Jersey
$12.8M +$2.38M +40,810 +22%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$12.7M -$204K -3,502 -2%
MCIA
161
Mountain Capital Investment Advisors
Colorado
$12.7M +$1.99M +34,177 +17%
SS
162
SBI Securities
Japan
$12.7M +$386K +6,622 +3%
CAG
163
Curtis Advisory Group
California
$12.6M -$16.4K -281 -0.1%
WCP
164
Wick Capital Partners
Pennsylvania
$12.6M -$797K -13,683 -6%
FNA
165
First National Advisers
Nebraska
$12.5M +$1.02M +17,569 +9%
CWM
166
Centurion Wealth Management
Virginia
$12.5M
CFO
167
CVA Family Office
Colorado
$12.3M +$638K +10,957 +5%
CWA
168
Cascade Wealth Advisors
Washington
$12M +$4.57M +78,381 +55%
ATC
169
Argent Trust Co
Tennessee
$12M +$668K +11,474 +6%
PAS
170
Park Avenue Securities
New York
$11.9M +$7.8M +133,851 +178%
SFP
171
Sandbox Financial Partners
Maryland
$11.9M +$643K +11,042 +6%
IAIM
172
International Assets Investment Management
Florida
$11.7M -$464K -7,961 -4%
CL
173
Choreo LLC
Illinois
$11.7M +$4.66M +79,900 +64%
BCA
174
Bay Colony Advisors
Massachusetts
$11.7M +$644K +11,050 +6%
FGG
175
Financial Guidance Group
Florida
$11.6M +$475K +8,149 +4%

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.