JEPI icon

JPMorgan Equity Premium Income ETF

1,282 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 654 increasing their positions, 417 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$306M)

1.29% less ownership

Funds ownership: 44.35%43.06% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$8.71M
EIA
227
Edgemoor Investment Advisors
Maryland
$8.66M
TWC
228
TD Waterhouse Canada
Ontario, Canada
$8.66M
PAG
229
Private Advisor Group
New Jersey
$8.53M
SG
230
StoneX Group
New York
$8.49M
FW
231
Fairway Wealth
Ohio
$8.4M
MF
232
Montis Financial
Massachusetts
$8.32M
PI
233
PFG Investments
New York
$8.26M
SWM
234
Selective Wealth Management
Virginia
$8.24M
FPAS
235
Focus Partners Advisor Solutions
Missouri
$8.11M
SWM
236
SeaCrest Wealth Management
New York
$8.09M
WCP
237
Wick Capital Partners
Pennsylvania
$8.05M
NCM
238
NCM Capital Management
New Jersey
$7.99M
IFPG
239
Intrepid Financial Planning Group
Indiana
$7.98M
PCTC
240
Perkins Coie Trust Company
Washington
$7.97M
EB
241
Eastern Bank
Massachusetts
$7.97M
SCA
242
Snowden Capital Advisors
New York
$7.97M
LJCM
243
Lee Johnson Capital Management
Texas
$7.93M
EIP
244
Ellis Investment Partners
Pennsylvania
$7.93M
MA
245
MBA Advisors
Pennsylvania
$7.82M
BMWS
246
Brady Martz Wealth Solutions
North Dakota
$7.81M
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$7.78M
BIP
248
Bouvel Investment Partners
Pennsylvania
$7.75M
GSIAS
249
Garden State Investment Advisory Services
New Jersey
$7.65M
SW
250
StrongBox Wealth
Missouri
$7.63M