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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
SW
426
SlateStone Wealth
Florida
$3.52M +$234K +4,126 +7%
ACM
427
AlphaStar Capital Management
North Carolina
$3.51M -$33.6K -592 -1%
BCA
428
Bay Capital Advisors
Virginia
$3.51M +$89.3K +1,572 +3%
CIA
429
Caerus Investment Advisors
Texas
$3.5M -$305K -5,368 -8%
RSWM
430
Robertson Stephens Wealth Management
California
$3.49M -$2.44K -43 -0.1%
NW
431
NewEdge Wealth
Pennsylvania
$3.42M +$350K +6,170 +11%
WKWM
432
Walter & Keenan Wealth Management
Indiana
$3.42M -$703K -12,372 -17%
SIA
433
Soltis Investment Advisors
Utah
$3.41M +$3.15M +55,404 +1,267%
CPL
434
CAP Partners LLC
Tennessee
$3.39M -$46.3K -816 -1%
PCS
435
Private Client Services
Kentucky
$3.38M +$852K +14,995 +34%
MSFS
436
Main Street Financial Solutions
Pennsylvania
$3.36M +$286K +5,032 +9%
EFG
437
Ehrlich Financial Group
California
$3.35M -$74.8K -1,318 -2%
NS
438
NBC Securities
Alabama
$3.34M +$200K +3,528 +6%
SWA
439
Sax Wealth Advisors
New Jersey
$3.34M +$411K +7,246 +14%
PG
440
Patten Group
Tennessee
$3.33M -$26.8K -472 -0.8%
SKK
441
Shepherd Kaplan Krochuk
Massachusetts
$3.3M +$1.06M +18,623 +48%
SO
442
Sierra Ocean
California
$3.29M -$2.09M -36,818 -39%
UAG
443
United Advisor Group
Ohio
$3.27M +$972K +17,120 +43%
LA
444
LexAurum Advisors
Kansas
$3.27M +$209K +3,674 +7%
WMA
445
West Michigan Advisors
Michigan
$3.26M -$297K -5,234 -8%
SEIA
446
Signature Estate & Investment Advisors
California
$3.25M +$1.53K +27 +0%
HTC
447
Haverford Trust Company
Pennsylvania
$3.23M +$575K +10,127 +22%
GRP
448
Global Retirement Partners
California
$3.22M +$370K +6,509 +13%
JHC
449
J. Hagan Capital
Kentucky
$3.21M +$224K +3,942 +8%
JIP
450
Jaffetilchin Investment Partners
Florida
$3.2M +$131K +2,301 +4%

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.