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JPMorgan Equity Premium Income ETF

1,289 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 657 increasing their positions, 419 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 419

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $35.1M

0% more funds holding

Funds holding: 1,2831,289 (+6)

2% less capital invested

Capital invested by funds: $18.2B → $17.9B (-$307M)

1.29% less ownership

Funds ownership: 44.4%43.1% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 142124 (-18)

Holders
1,289
Holders Change
+6
Holders Change %
+0.47%
% of All Funds
16.92%
Holding in Top 10
124
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.68%
% of All Funds
1.63%
New
110
Increased
657
Reduced
419
Closed
79
Calls
$42.1M
Puts
$35.1M
Net Calls
+$7.03M
Net Calls Change
-$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
251
Garden State Investment Advisory Services
New Jersey
$7.65M +$712K +12,544 +10%
SW
252
StrongBox Wealth
Missouri
$7.63M -$854K -15,041 -10%
DWP
253
Destiny Wealth Partners
Florida
$7.59M +$584K +10,282 +8%
GF
254
Gries Financial
Ohio
$7.56M +$2.99M +52,671 +66%
MS
255
Madden Securities
Texas
$7.51M -$10M -176,319 -57%
V
256
VeraBank
Texas
$7.44M -$1.91M -33,680 -21%
CB
257
Cadence Bank
Mississippi
$7.43M -$2.52M -44,418 -25%
MC
258
Moors & Cabot
Massachusetts
$7.42M -$132K -2,328 -2%
SWP
259
Strategic Wealth Partners
Ohio
$7.36M +$571K +10,051 +8%
BEI
260
Benjamin Edwards Inc
Missouri
$7.27M +$366K +6,453 +5%
CF
261
Centaurus Financial
California
$7.27M +$1.5M +26,388 +26%
GAA
262
Global Assets Advisory
Florida
$7.23M +$859K +15,118 +14%
QC
263
Quadrature Capital
United Kingdom
$7.22M +$4.74M +83,482 +195%
SIAP
264
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.21M -$35.3K -622 -0.5%
FTS
265
Fifth Third Securities
Ohio
$7.19M +$1.96M +34,483 +38%
HAIM
266
Hunter Associates Investment Management
Pennsylvania
$7.12M -$229K -4,025 -3%
LSPW
267
Lake Street Private Wealth
Illinois
$7.07M -$391K -6,886 -5%
SFGP
268
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.04M +$277K +4,871 +4%
SCA
269
Scott Capital Advisors
Oregon
$7.04M +$3.89M +68,548 +124%
AWM
270
Aprio Wealth Management
Georgia
$6.98M +$64.4K +1,134 +0.9%
FA
271
Financial Alternatives
California
$6.96M -$176K -3,107 -2%
VAM
272
Vienna Asset Management
California
$6.95M -$3.35M -58,996 -33%
PIWA
273
Prevail Innovative Wealth Advisors
Kansas
$6.89M +$422K +7,424 +7%
MAM
274
Milestone Asset Management
Pennsylvania
$6.84M +$1.11M +19,580 +20%
TPW
275
Turn8 Private Wealth
$6.83M +$26.7K +470 +0.4%

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2025, worth a combined $17.9B — down 1.7% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPI positions and 79 closed out — a net gain of 31 holders — while 657 added to existing stakes and 419 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $295M.

  • 1,289 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2025, up from 1,283 in Q2 2025.
  • Funds reported $17.9B of JPMorgan Equity Premium Income ETF stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 110 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2025 and 79 closed out, a net change of +31 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $83.2M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $295M sold.

Based on aggregated 13F filings for Q3 2025.