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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
Morgan Stanley
1
Morgan Stanley
New York
$2.51B +$140M +2,397,056 +6%
Bank of America
2
Bank of America
North Carolina
$1.87B +$83.1M +1,427,106 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.61B +$434M +7,443,750 +36%
Wells Fargo
4
Wells Fargo
California
$898M +$67.5M +1,159,357 +8%
UBS Group
5
UBS Group
Switzerland
$477M +$39.8M +683,479 +9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$464M +$45M +772,858 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$435M +$45.1M +774,664 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$368M +$48.5M +833,285 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$352M +$29M +497,489 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$280M +$45.4M +778,433 +19%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$221M +$14.1M +241,170 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$213M +$2.7M +46,266 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$183M +$27.2M +466,204 +17%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$175M -$679K -11,650 -0.3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$173M +$11.8M +201,782 +7%
LPL Financial
16
LPL Financial
California
$143M +$16M +275,411 +12%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$142M +$1.05M +18,042 +0.7%
Stifel Financial
18
Stifel Financial
Missouri
$141M +$12.8M +219,006 +10%
RIG
19
RiverFront Investment Group
Virginia
$117M +$2.39M +41,051 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$117M +$4.28M +73,421 +4%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$111M -$2.09M -35,861 -2%
CA
22
Cornerstone Advisory
Maryland
$107M +$4.77M +81,845 +4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$97.8M +$7.62M +130,869 +8%
CWS
24
Confluence Wealth Services
Pennsylvania
$95.8M +$10.7M +182,808 +12%
EG
25
Enstar Group
Bermuda
$87.9M

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.