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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
AWM
301
Avior Wealth Management
Nebraska
$5.79M +$1.38M +24,224 +31%
EFS
302
Essex Financial Services
Connecticut
$5.77M -$89.2K -1,570 -2%
GMFG
303
Greater Midwest Financial Group
Minnesota
$5.72M +$245K +4,311 +4%
CWG
304
Cornerstone Wealth Group
North Carolina
$5.72M +$63.9K +1,125 +1%
CFA
305
Cahill Financial Advisors
Minnesota
$5.71M -$267K -4,706 -4%
KFP
306
KMG Fiduciary Partners
Ohio
$5.65M +$267K +4,707 +5%
TCMP
307
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.62M +$401K +7,070 +8%
BAAM
308
Baker Avenue Asset Management
California
$5.6M -$3.21M -56,505 -37%
AssetMark Inc
309
AssetMark Inc
California
$5.56M +$730K +12,854 +15%
SPC
310
Spirepoint Private Client
Florida
$5.54M +$5.51M +96,984 New
T
311
Tableaux
Massachusetts
$5.5M +$1.74M +30,658 +47%
TGAM
312
TBH Global Asset Management
Tennessee
$5.47M +$5.44M +95,755 New
SM
313
Stonegate Management
Illinois
$5.42M +$5.39M +94,877 New
Corient Private Wealth
314
Corient Private Wealth
Florida
$5.39M -$454K -7,993 -8%
FIA
315
Foundations Investment Advisors
Arizona
$5.28M -$13.9M -244,049 -73%
EBWM
316
Eagle Bluffs Wealth Management
Missouri
$5.24M +$133K +2,346 +3%
JTF
317
J. Team Financial
Texas
$5.23M +$5.2M +91,513 New
UIA
318
Ulland Investment Advisors
Minnesota
$5.2M -$147K -2,596 -3%
SFWA
319
Summit Financial Wealth Advisors
Louisiana
$5.2M +$307K +5,412 +6%
GAM
320
Gotham Asset Management
New York
$5.19M +$71.4K +1,257 +1%
2WWM
321
21 West Wealth Management
California
$5.18M +$78.9K +1,390 +2%
PF
322
Penney Financial
Texas
$5.17M +$235K +4,138 +5%
MWA
323
Merkkuri Wealth Advisors
New York
$5.13M +$313K +5,517 +7%
EWM
324
Evermay Wealth Management
Virginia
$5.07M -$574K -10,115 -10%
FWM
325
Focused Wealth Management
New York
$5.07M +$59.3K +1,045 +1%

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.