JEPI icon

JPMorgan Equity Premium Income ETF

1,243 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
426
Rockport Wealth
Ohio
$3.25M -$134K -2,340 -4%
CWA
427
Clarity Wealth Advisors
California
$3.25M +$67.5K +1,182 +2%
PP
428
Prudential plc
United Kingdom
$3.22M
NCG
429
Newport Capital Group
New Jersey
$3.22M +$1.23M +21,514 +62%
PD
430
Planning Directions
Pennsylvania
$3.21M +$259K +4,530 +9%
MIC
431
Means Investment Company
Maine
$3.2M -$794K -13,901 -20%
SW
432
SkyOak Wealth
Michigan
$3.2M +$354K +6,194 +12%
Bank of Montreal
433
Bank of Montreal
Ontario, Canada
$3.17M +$547K +9,571 +21%
RFA
434
Register Financial Advisors
Georgia
$3.17M +$295K +5,163 +10%
JHC
435
J. Hagan Capital
Kentucky
$3.15M +$3.15M +54,762 New
FFN
436
Focus Financial Network
Minnesota
$3.14M +$82.8K +1,449 +3%
BAM
437
Bellevue Asset Management
Washington
$3.11M +$54.9K +960 +2%
BA
438
Bristlecone Advisors
Washington
$3.11M -$53.9K -943 -2%
SEIA
439
Signature Estate & Investment Advisors
California
$3.11M +$327K +5,716 +12%
AC
440
AlphaCore Capital
California
$3.1M +$3.1M +54,298 New
AG
441
AmeriFlex Group
Nevada
$3.1M +$527K +9,218 +20%
SCM
442
Saxony Capital Management
Missouri
$3.08M +$895K +15,667 +41%
RIA
443
Regal Investment Advisors
Michigan
$3.08M -$5.93M -103,771 -66%
GIA
444
Gladstone Institutional Advisory
Florida
$3.08M +$921K +16,122 +43%
Ameriprise
445
Ameriprise
Minnesota
$3.04M +$741K +12,965 +32%
HA
446
Herold Advisors
New York
$3.04M +$9.94K +174 +0.3%
RPGK
447
Retirement Planning Group (Kansas)
Kansas
$3.03M -$28.1K -492 -0.9%
MWA
448
Moser Wealth Advisors
Washington
$3.01M +$301K +5,275 +11%
FFS
449
Fortress Financial Solutions
Arizona
$3M +$149K +2,613 +5%
BFA
450
Beaumont Financial Advisors
Massachusetts
$2.98M +$11K +193 +0.4%