JEPI icon

JPMorgan Equity Premium Income ETF

1,270 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 656 increasing their positions, 407 reducing their positions, and 77 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:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
251
Bouvel Investment Partners
Pennsylvania
$8.07M
FFA
252
Farther Finance Advisors
California
$8.07M
FW
253
Fairway Wealth
Ohio
$8.04M
NCM
254
NCM Capital Management
New Jersey
$7.96M
SCA
255
Snowden Capital Advisors
New York
$7.89M
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$7.87M
BMWS
257
Brady Martz Wealth Solutions
North Dakota
$7.76M
VAM
258
Verity Asset Management
North Carolina
$7.76M
EB
259
Eastern Bank
Massachusetts
$7.73M
IFPG
260
Intrepid Financial Planning Group
Indiana
$7.62M
PI
261
PFG Investments
New York
$7.61M
MC
262
Moors & Cabot
Massachusetts
$7.52M
FHB
263
First Hawaiian Bank
Hawaii
$7.5M
DWP
264
Daymark Wealth Partners
Ohio
$7.46M
VC
265
Vicus Capital
Pennsylvania
$7.45M
LSPW
266
Lake Street Private Wealth
Illinois
$7.43M
MA
267
MBA Advisors
Pennsylvania
$7.41M
HAIM
268
Hunter Associates Investment Management
Pennsylvania
$7.31M
SIAP
269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.22M
FFG
270
Floyd Financial Group
Missouri
$7.21M
KWA
271
Kingswood Wealth Advisors
California
$7.12M
FA
272
Financial Alternatives
California
$7.11M
FFWA
273
FRG Family Wealth Advisors
Washington
$7.04M
DWP
274
Destiny Wealth Partners
Florida
$6.97M
GSIAS
275
Garden State Investment Advisory Services
New Jersey
$6.91M