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
CDWM
326
Campbell Deegan Wealth Management
Virginia
$4.99M
CA
327
Claro Advisors
Massachusetts
$4.98M
AFP
328
Ausdal Financial Partners
Iowa
$4.98M
NEWAS
329
N.E.W. Advisory Services
Wisconsin
$4.98M
EE
330
EWG Elevate
California
$4.95M
TNB
331
Thomasville National Bank
Georgia
$4.93M
AAS
332
Asset Allocation Strategies
Michigan
$4.9M
WF
333
WinCap Financial
Massachusetts
$4.88M
FA
334
Flagstar Advisors
New York
$4.87M
SWP
335
Stratos Wealth Partners
Ohio
$4.86M
RA
336
RFG Advisory
Alabama
$4.85M
ACM
337
Allred Capital Management
Texas
$4.81M
ORC
338
O'Rourke & Company
Massachusetts
$4.77M
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$4.75M
MFG
340
MidWestOne Financial Group
Iowa
$4.7M
IAS
341
Insigneo Advisory Services
Florida
$4.7M
USCWA
342
U.S. Capital Wealth Advisors
Texas
$4.69M
PWM
343
Perigon Wealth Management
California
$4.69M
4WM
344
49 Wealth Management
Texas
$4.68M
IA
345
IFP Advisors
Florida
$4.66M
JPLA
346
Joseph P. Lucia & Associates
New York
$4.64M
HG
347
Herbst Group
Connecticut
$4.64M
BRWM
348
Blue Rock Wealth Management
North Carolina
$4.63M
MFS
349
Madrona Financial Services
Washington
$4.63M
CIBC World Market
350
CIBC World Market
Ontario, Canada
$4.61M