JEPI icon

JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $17.7B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 641 increasing their positions, 412 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
120
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
Jane Street
376
Jane Street
New York
$3.99M
SFB
377
STAR Financial Bank
Indiana
$3.98M
BWM
378
Base Wealth Management
Florida
$3.98M
MWM
379
Modern Wealth Management
Kansas
$3.96M
PCM
380
Parsons Capital Management
Rhode Island
$3.95M
SNB
381
Security National Bank
Nebraska
$3.95M
EFMC
382
Empire Financial Management Company
New York
$3.95M
BIS
383
BG Investment Services
Guam
$3.93M
WCFA
384
Walkner Condon Financial Advisors
Wisconsin
$3.92M
BRWA
385
B. Riley Wealth Advisors
Florida
$3.91M
WFAG
386
Worth Financial Advisory Group
North Carolina
$3.91M
HT
387
Heritage Trust
Oklahoma
$3.88M
CWMGO
388
Capstone Wealth Management Group (Oregon)
Oregon
$3.88M
WA
389
Whipplewood Advisors
Colorado
$3.86M
LPT
390
Legacy Private Trust
Wisconsin
$3.85M
NFSG
391
Newbridge Financial Services Group
Florida
$3.83M
LHC
392
Little House Capital
Massachusetts
$3.82M
SAM
393
Smartleaf Asset Management
Massachusetts
$3.82M
MEAC
394
M.E. Allison & Co
Texas
$3.82M
FF
395
Fairway Financial
Florida
$3.81M
FFN
396
Focus Financial Network
Minnesota
$3.81M
MSA
397
Marino Stram & Associates
Massachusetts
$3.8M
PGAM
398
Princeton Global Asset Management
New Jersey
$3.78M
CWA
399
Clarity Wealth Advisors
California
$3.77M
SW
400
SkyOak Wealth
Michigan
$3.75M