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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
ARG
201
Advisory Resource Group
Oklahoma
$10.6M +$785K +14,175 +8%
MAG
202
Mayfair Advisory Group
Alabama
$10.6M +$46.4K +838 +0.4%
HNWAG
203
High Net Worth Advisory Group
Florida
$10.5M +$399K +7,198 +4%
AIA
204
Armor Investment Advisors
North Carolina
$10.4M -$322K -5,814 -3%
MFG
205
Merit Financial Group
Georgia
$10.3M -$735K -13,271 -7%
VAM
206
Vienna Asset Management
California
$10.3M +$2.13M +38,442 +27%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$10.2M -$2.38M -42,877 -19%
Wealthfront Advisers
208
Wealthfront Advisers
California
$10.2M +$504K +9,096 +5%
EWA
209
EverSource Wealth Advisors
Alabama
$10.1M -$441K -7,965 -4%
AI
210
Atria Investments
North Carolina
$10.1M +$4.11M +74,165 +72%
CB
211
Community Bank
New York
$10M +$955K +17,236 +11%
CB
212
Cadence Bank
Mississippi
$9.92M +$180K +3,257 +2%
EIP
213
Ellis Investment Partners
Pennsylvania
$9.86M -$1.53M -27,681 -14%
PWM
214
Power Wealth Management
Georgia
$9.86M +$121K +2,182 +1%
BFG
215
Bleakley Financial Group
New Jersey
$9.82M +$7.31M +131,993 +324%
RPGNY
216
Retirement Planning Group (New York)
New York
$9.8M +$1.49M +26,876 +18%
CA
217
Cambridge Advisors
Nebraska
$9.8M +$276K +4,989 +3%
FWM
218
Forefront Wealth Management
Pennsylvania
$9.78M +$2.69M +48,526 +39%
AWMG
219
ADG Wealth Management Group
Louisiana
$9.46M -$480K -8,672 -5%
PAG
220
Private Advisor Group
New Jersey
$9.45M -$3.48M -62,768 -27%
AWM
221
AE Wealth Management
Kansas
$9.4M -$969K -17,494 -10%
BWP
222
Bernardo Wealth Planning
Pennsylvania
$9.39M -$902K -16,288 -9%
BAM
223
Belpointe Asset Management
Nevada
$9.37M +$229K +4,130 +3%
CTC
224
Central Trust Company
Missouri
$9.33M +$160K +2,896 +2%
CCB
225
Country Club Bank
Missouri
$9.32M -$27.8K -501 -0.3%

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.