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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
WS
176
Wedbush Securities
California
$12M +$885K +15,975 +8%
CC
177
Courier Capital
New York
$11.9M +$1.36M +24,511 +13%
DADC
178
D.A. Davidson & Co
Montana
$11.8M +$1.04M +18,810 +10%
VWA
179
Visionary Wealth Advisors
Illinois
$11.8M -$1.64M -29,658 -13%
SFP
180
Sandbox Financial Partners
Maryland
$11.7M -$57.4K -1,037 -0.5%
SPC
181
Sigma Planning Corp
Michigan
$11.7M -$1.23M -22,156 -10%
FF
182
Financial Futures
New Jersey
$11.6M +$186K +3,353 +2%
IAIM
183
International Assets Investment Management
Florida
$11.6M -$48K -866 -0.4%
SNB
184
Security National Bank
Nebraska
$11.4M +$146K +2,627 +1%
WIA
185
World Investment Advisors
California
$11.4M +$197K +3,563 +2%
CFO
186
CVA Family Office
Colorado
$11.4M -$867K -15,653 -7%
FMI
187
F/M Investments
District of Columbia
$11.4M -$95.3K -1,720 -0.9%
BCA
188
Bay Colony Advisors
Massachusetts
$11.3M -$353K -6,375 -3%
CCP
189
Cassia Capital Partners
North Carolina
$11.2M +$593K +10,710 +6%
HW
190
Hedeker Wealth
Illinois
$11M +$1.1M +19,771 +11%
CL
191
Choreo LLC
Illinois
$11M -$595K -10,736 -5%
FGG
192
Financial Guidance Group
Florida
$11M -$514K -9,270 -5%
FFO
193
Fiduciary Family Office
Florida
$11M -$244K -4,406 -2%
HI
194
Harbour Investments
Wisconsin
$11M +$293K +5,284 +3%
ETC
195
Exchange Traded Concepts
Oklahoma
$10.9M +$10.6M +191,752 New
LFG
196
Larson Financial Group
Missouri
$10.8M +$2.37M +42,848 +29%
MA
197
Mutual Advisors
Nebraska
$10.8M +$695K +12,543 +7%
IWA
198
IVC Wealth Advisors
Pennsylvania
$10.7M -$168K -3,033 -2%
CAL
199
Capital Analysts LLC
Pennsylvania
$10.6M +$561K +10,119 +6%
Cerity Partners
200
Cerity Partners
New York
$10.6M +$1.68M +30,308 +19%

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.