JEPI icon

JPMorgan Equity Premium Income ETF

1,272 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 108 funds opening new positions, 648 increasing their positions, 416 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
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
TWC
226
TD Waterhouse Canada
Ontario, Canada
$8.66M
PAG
227
Private Advisor Group
New Jersey
$8.53M
SG
228
StoneX Group
New York
$8.49M
FW
229
Fairway Wealth
Ohio
$8.4M
MF
230
Montis Financial
Massachusetts
$8.32M
PI
231
PFG Investments
New York
$8.26M
SWM
232
Selective Wealth Management
Virginia
$8.24M
FPAS
233
Focus Partners Advisor Solutions
Missouri
$8.11M
SWM
234
SeaCrest Wealth Management
New York
$8.09M
WCP
235
Wick Capital Partners
Pennsylvania
$8.05M
NCM
236
NCM Capital Management
New Jersey
$7.99M
IFPG
237
Intrepid Financial Planning Group
Indiana
$7.98M
PCTC
238
Perkins Coie Trust Company
Washington
$7.97M
EB
239
Eastern Bank
Massachusetts
$7.97M
SCA
240
Snowden Capital Advisors
New York
$7.97M
LJCM
241
Lee Johnson Capital Management
Texas
$7.93M
EIP
242
Ellis Investment Partners
Pennsylvania
$7.93M
MA
243
MBA Advisors
Pennsylvania
$7.82M
BMWS
244
Brady Martz Wealth Solutions
North Dakota
$7.81M
NEPWA
245
New England Private Wealth Advisors
Massachusetts
$7.78M
BIP
246
Bouvel Investment Partners
Pennsylvania
$7.75M
GSIAS
247
Garden State Investment Advisory Services
New Jersey
$7.65M
SW
248
StrongBox Wealth
Missouri
$7.63M
DWP
249
Destiny Wealth Partners
Florida
$7.59M
GF
250
Gries Financial
Ohio
$7.56M