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
DWP
251
Destiny Wealth Partners
Florida
$7.59M
GF
252
Gries Financial
Ohio
$7.56M
MS
253
Madden Securities
Texas
$7.51M
V
254
VeraBank
Texas
$7.44M
CB
255
Cadence Bank
Mississippi
$7.43M
MC
256
Moors & Cabot
Massachusetts
$7.42M
SWP
257
Strategic Wealth Partners
Ohio
$7.36M
BEI
258
Benjamin Edwards Inc
Missouri
$7.27M
CF
259
Centaurus Financial
California
$7.27M
GAA
260
Global Assets Advisory
Florida
$7.23M
QC
261
Quadrature Capital
United Kingdom
$7.22M
SIAP
262
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.21M
FTS
263
Fifth Third Securities
Ohio
$7.19M
HAIM
264
Hunter Associates Investment Management
Pennsylvania
$7.12M
LSPW
265
Lake Street Private Wealth
Illinois
$7.07M
SFGP
266
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.04M
SCA
267
Scott Capital Advisors
Oregon
$7.04M
AWM
268
Aprio Wealth Management
Georgia
$6.98M
FA
269
Financial Alternatives
California
$6.96M
VAM
270
Vienna Asset Management
California
$6.95M
PIWA
271
Prevail Innovative Wealth Advisors
Kansas
$6.89M
MAM
272
Milestone Asset Management
Pennsylvania
$6.84M
TPW
273
Turn8 Private Wealth
$6.83M
DC
274
DeDora Capital
California
$6.74M
CA
275
Continuum Advisory
Idaho
$6.68M