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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
DC
276
DeDora Capital
California
$6.74M +$1.28M +22,482 +24%
CA
277
Continuum Advisory
Idaho
$6.68M +$1.22M +21,479 +22%
HWA
278
Heritage Wealth Architects
Minnesota
$6.64M +$1.62M +28,504 +32%
CFSG
279
Community Financial Services Group
Vermont
$6.63M +$165K +2,904 +3%
SB
280
Strategic Blueprint
Georgia
$6.57M -$157K -2,766 -2%
DWP
281
Daymark Wealth Partners
Ohio
$6.54M -$952K -16,769 -13%
LWA
282
Lowe Wealth Advisors
Maryland
$6.51M -$93.4K -1,645 -1%
KIG
283
Kennedy Investment Group
New Jersey
$6.45M +$240K +4,230 +4%
CAWM
284
Capital Advisors Wealth Management
Washington
$6.41M +$351K +6,188 +6%
PWP
285
Principle Wealth Partners
Connecticut
$6.38M +$2.16K +38 +0%
BAG
286
Bridgewealth Advisory Group
California
$6.36M +$492K +8,672 +8%
AIC
287
Archer Investment Corporation
Indiana
$6.34M +$377K +6,637 +6%
PPWM
288
Perissos Private Wealth Management
Oklahoma
$6.28M +$47.9K +844 +0.8%
AI
289
Atria Investments
North Carolina
$6.25M -$3.85M -67,725 -38%
ABWM
290
Alpine Bank Wealth Management
Colorado
$6.24M +$306K +5,392 +5%
SW
291
SMART Wealth
Nebraska
$6.13M -$2.39M -42,078 -28%
AWA
292
Arkadios Wealth Advisors
Georgia
$6.11M +$1.55M +27,251 +34%
AIA
293
Armor Investment Advisors
North Carolina
$6.1M -$4.28M -75,320 -41%
IIA
294
Integrity Investment Advisors
Colorado
$6.03M -$773K -13,609 -11%
SWM
295
Spire Wealth Management
Virginia
$5.99M -$2.99M -52,651 -33%
VWM
296
Vivid Wealth Management
Iowa
$5.98M +$134K +2,364 +2%
SFS
297
Sowell Financial Services
Arkansas
$5.91M -$66.6K -1,173 -1%
HNB
298
Huntington National Bank
Ohio
$5.9M
SAA
299
Southeast Asset Advisors
Georgia
$5.85M -$477K -8,404 -8%
FFWA
300
FRG Family Wealth Advisors
Washington
$5.83M -$1.23M -21,739 -18%

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.