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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
MFS
351
Madrona Financial Services
Washington
$4.63M +$114K +2,015 +3%
CIBC World Market
352
CIBC World Market
Ontario, Canada
$4.61M -$123K -2,165 -3%
SWP
353
Summit Wealth Partners
Florida
$4.59M +$83K +1,462 +2%
CA
354
Calton & Associates
Florida
$4.55M +$1.08K +19 +0%
CT
355
Clearstead Trust
Maine
$4.54M +$3.41M +59,999 +308%
Boston Partners
356
Boston Partners
Massachusetts
$4.53M +$4.51M +79,415 New
CWP
357
Clark Wealth Partners
Illinois
$4.53M -$162K -2,846 -3%
LFAS
358
Level Four Advisory Services
Texas
$4.53M +$1.04M +18,296 +30%
RPGK
359
Retirement Planning Group (Kansas)
Kansas
$4.51M +$1.05M +18,572 +31%
MCC
360
Money Concepts Capital
Florida
$4.5M +$454K +8,002 +11%
RFN
361
RDA Financial Network
Iowa
$4.47M +$132K +2,331 +3%
4A
362
4Wealth Advisors
Illinois
$4.4M +$589K +10,365 +16%
MAG
363
Members Advisory Group
New York
$4.37M -$379K -6,681 -8%
TW
364
Trajan Wealth
Arizona
$4.35M +$407K +7,162 +10%
IA
365
Integrity Alliance
Iowa
$4.34M +$1.33M +23,348 +44%
LTL
366
Lowery Thomas LLC
California
$4.28M +$296K +5,212 +7%
AC
367
AlphaCore Capital
California
$4.23M +$715K +12,594 +20%
WCM
368
Windsor Capital Management
Arizona
$4.23M +$163K +2,871 +4%
SWM
369
Silverlake Wealth Management
Vermont
$4.22M -$298K -5,241 -7%
SWM
370
StoneCrest Wealth Management
Arizona
$4.22M +$84.3K +1,484 +2%
KWM
371
KFG Wealth Management
Indiana
$4.21M +$1.15M +20,332 +38%
RGF
372
Retirement Guys Formula
Ohio
$4.19M +$116K +2,036 +3%
WAM
373
Weinberger Asset Management
California
$4.17M +$138K +2,427 +3%
SWP
374
Semus Wealth Partners
Florida
$4.16M +$433K +7,622 +12%
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$4.15M +$564K +9,928 +16%

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,620 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.