JEPI icon

JPMorgan Equity Premium Income ETF

1,272 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, 648 increasing their positions, 416 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
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
MSA
401
Marino Stram & Associates
Massachusetts
$3.8M
PGAM
402
Princeton Global Asset Management
New Jersey
$3.78M
CWA
403
Clarity Wealth Advisors
California
$3.77M
SW
404
SkyOak Wealth
Michigan
$3.75M
RFWA
405
RPg Family Wealth Advisory
Massachusetts
$3.74M
VC
406
Vicus Capital
Pennsylvania
$3.7M
NLP
407
Next Level Private
New York
$3.69M
HIA
408
Harbor Investment Advisory
Maryland
$3.68M
CW
409
Channel Wealth
California
$3.67M
FFA
410
Fragasso Financial Advisors
Pennsylvania
$3.67M
RFA
411
Register Financial Advisors
Georgia
$3.65M
PA
412
Procyon Advisors
Connecticut
$3.65M
APW
413
Aventura Private Wealth
Florida
$3.62M
ICP
414
Interchange Capital Partners
Pennsylvania
$3.59M
BFS
415
Bradley Foster & Sargent
Connecticut
$3.56M
JCM
416
J2 Capital Management
Michigan
$3.56M
BWA
417
Beam Wealth Advisors
Louisiana
$3.55M
RW
418
Rockport Wealth
Ohio
$3.55M
AT
419
American Trust
Kentucky
$3.55M
IP
420
Ignite Planners
California
$3.54M
KCPT
421
Kingstone Capital Partners Texas
Texas
$3.53M
SW
422
SlateStone Wealth
Florida
$3.52M
ACM
423
AlphaStar Capital Management
North Carolina
$3.51M
BCA
424
Bay Capital Advisors
Virginia
$3.51M
CIA
425
Caerus Investment Advisors
Texas
$3.5M