JEPI icon

JPMorgan Equity Premium Income ETF

1,281 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 108 funds opening new positions, 653 increasing their positions, 418 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 (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
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
CFSG
276
Community Financial Services Group
Vermont
$6.63M
SB
277
Strategic Blueprint
Georgia
$6.57M
DWP
278
Daymark Wealth Partners
Ohio
$6.54M
LWA
279
Lowe Wealth Advisors
Maryland
$6.51M
KIG
280
Kennedy Investment Group
New Jersey
$6.45M
RFS
281
Retirement Financial Solutions
Tennessee
$6.42M
CAWM
282
Capital Advisors Wealth Management
Washington
$6.41M
PWP
283
Principle Wealth Partners
Connecticut
$6.38M
BAG
284
Bridgewealth Advisory Group
California
$6.36M
AIC
285
Archer Investment Corporation
Indiana
$6.34M
PPWM
286
Perissos Private Wealth Management
Oklahoma
$6.28M
AI
287
Atria Investments
North Carolina
$6.25M
ABWM
288
Alpine Bank Wealth Management
Colorado
$6.24M
SW
289
SMART Wealth
Nebraska
$6.13M
AWA
290
Arkadios Wealth Advisors
Georgia
$6.11M
AIA
291
Armor Investment Advisors
North Carolina
$6.1M
IIA
292
Integrity Investment Advisors
Colorado
$6.03M
SWM
293
Spire Wealth Management
Virginia
$5.99M
VWM
294
Vivid Wealth Management
Iowa
$5.98M
SFS
295
Sowell Financial Services
Arkansas
$5.91M
HNB
296
Huntington National Bank
Ohio
$5.9M
SAA
297
Southeast Asset Advisors
Georgia
$5.85M
FFWA
298
FRG Family Wealth Advisors
Washington
$5.83M
AWM
299
Avior Wealth Management
Nebraska
$5.79M
EFS
300
Essex Financial Services
Connecticut
$5.77M