JEPI icon

JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
FW
251
Fairway Wealth
Ohio
$8.04M +$497K +8,746 +7%
NCM
252
NCM Capital Management
New Jersey
$7.96M +$214K +3,773 +3%
SCA
253
Snowden Capital Advisors
New York
$7.89M -$975K -17,156 -11%
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$7.87M -$1.03M -18,042 -12%
BMWS
255
Brady Martz Wealth Solutions
North Dakota
$7.76M -$163K -2,870 -2%
VAM
256
Verity Asset Management
North Carolina
$7.76M +$158K +2,782 +2%
EB
257
Eastern Bank
Massachusetts
$7.73M +$1.07M +18,745 +16%
IFPG
258
Intrepid Financial Planning Group
Indiana
$7.62M +$707K +12,442 +10%
PI
259
PFG Investments
New York
$7.61M +$1.31M +22,988 +21%
MC
260
Moors & Cabot
Massachusetts
$7.52M +$1.67M +29,432 +29%
FHB
261
First Hawaiian Bank
Hawaii
$7.5M +$2.47M +43,444 +49%
DWP
262
Daymark Wealth Partners
Ohio
$7.46M -$584K -10,276 -7%
VC
263
Vicus Capital
Pennsylvania
$7.45M +$232K +4,088 +3%
LSPW
264
Lake Street Private Wealth
Illinois
$7.43M -$96.9K -1,705 -1%
MA
265
MBA Advisors
Pennsylvania
$7.41M +$969K +17,039 +15%
HAIM
266
Hunter Associates Investment Management
Pennsylvania
$7.31M +$442K +7,779 +6%
SIAP
267
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.22M +$501K +8,804 +7%
FFG
268
Floyd Financial Group
Missouri
$7.21M +$6.38M +112,022 +765%
KWA
269
Kingswood Wealth Advisors
California
$7.12M +$325K +5,712 +5%
FA
270
Financial Alternatives
California
$7.11M +$418K +7,359 +6%
FFWA
271
FRG Family Wealth Advisors
Washington
$7.04M +$273K +4,808 +4%
DWP
272
Destiny Wealth Partners
Florida
$6.97M +$189K +3,326 +3%
GSIAS
273
Garden State Investment Advisory Services
New Jersey
$6.91M -$173K -3,041 -2%
AWM
274
Aprio Wealth Management
Georgia
$6.89M -$402K -7,080 -6%
BEI
275
Benjamin Edwards Inc
Missouri
$6.88M +$946K +16,646 +16%