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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
SAM
401
Smartleaf Asset Management
Massachusetts
$3.82M +$1.11M +19,550 +41%
MEAC
402
M.E. Allison & Co
Texas
$3.82M +$326K +5,739 +9%
FF
403
Fairway Financial
Florida
$3.81M +$57.5K +1,012 +2%
FFN
404
Focus Financial Network
Minnesota
$3.81M +$147K +2,586 +4%
MSA
405
Marino Stram & Associates
Massachusetts
$3.8M +$204K +3,585 +6%
PGAM
406
Princeton Global Asset Management
New Jersey
$3.78M -$63.8K -1,124 -2%
CWA
407
Clarity Wealth Advisors
California
$3.77M +$339K +5,968 +10%
SW
408
SkyOak Wealth
Michigan
$3.75M +$443K +7,796 +13%
RFWA
409
RPg Family Wealth Advisory
Massachusetts
$3.74M -$15.9K -280 -0.4%
VC
410
Vicus Capital
Pennsylvania
$3.7M -$3.76M -66,268 -51%
NLP
411
Next Level Private
New York
$3.69M -$155K -2,734 -4%
HIA
412
Harbor Investment Advisory
Maryland
$3.68M -$1.39M -24,512 -28%
CW
413
Channel Wealth
California
$3.67M -$1.16M -20,371 -24%
FFA
414
Fragasso Financial Advisors
Pennsylvania
$3.67M +$118K +2,080 +3%
RFA
415
Register Financial Advisors
Georgia
$3.65M +$48.6K +856 +1%
PA
416
Procyon Advisors
Connecticut
$3.65M -$82.9K -1,460 -2%
APW
417
Aventura Private Wealth
Florida
$3.62M -$651K -11,458 -15%
ICP
418
Interchange Capital Partners
Pennsylvania
$3.59M +$6.36K +112 +0.2%
BFS
419
Bradley Foster & Sargent
Connecticut
$3.56M +$266K +4,681 +8%
JCM
420
J2 Capital Management
Michigan
$3.56M -$1.45M -25,593 -29%
BWA
421
Beam Wealth Advisors
Louisiana
$3.55M +$66.7K +1,175 +2%
RW
422
Rockport Wealth
Ohio
$3.55M +$174K +3,068 +5%
AT
423
American Trust
Kentucky
$3.55M +$96.9K +1,706 +3%
IP
424
Ignite Planners
California
$3.54M +$59.6K +1,050 +2%
KCPT
425
Kingstone Capital Partners Texas
Texas
$3.53M +$34.2K +603 +1%

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.