JEPI icon

JPMorgan Equity Premium Income ETF

1,378 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 586 increasing their positions, 491 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 123125 (+2)

1% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$265M)

0.71% more ownership

Funds ownership: 43.08%43.79% (+0.71%)

Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
251
Moors & Cabot
Massachusetts
$7.58M
MA
252
Mutual Advisors
Nebraska
$7.57M
SW
253
StrongBox Wealth
Missouri
$7.54M
GAA
254
Global Assets Advisory
Florida
$7.53M
SIAP
255
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.52M
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$7.41M
CCA
257
Childress Capital Advisors
Texas
$7.4M
FA
258
Financial Alternatives
California
$7.4M
CT
259
Clearstead Trust
Maine
$7.36M
SFGP
260
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.32M
BJL
261
Brighton Jones LLC
Washington
$7.3M
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$7.3M
HAIM
263
Hunter Associates Investment Management
Pennsylvania
$7.24M
MAM
264
Milestone Asset Management
Pennsylvania
$7.24M
AWM
265
Aprio Wealth Management
Georgia
$7.11M
FIT
266
Financially in Tune
Massachusetts
$7.1M
AWA
267
Arkadios Wealth Advisors
Georgia
$7.08M
SPC
268
Spirepoint Private Client
Florida
$7.05M
CAWM
269
Capital Advisors Wealth Management
Washington
$6.97M
CW
270
Channel Wealth
California
$6.97M
SWP
271
Strategic Wealth Partners
Ohio
$6.97M
RDFA
272
Ritter Daniher Financial Advisory
Ohio
$6.87M
AssetMark Inc
273
AssetMark Inc
California
$6.84M
TPW
274
Turn8 Private Wealth
$6.82M
LSPW
275
Lake Street Private Wealth
Illinois
$6.8M