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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
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$111M -$754K -13,284 -0.7%
KAS
27
Kestra Advisory Services
Texas
$109M +$6.85M +120,535 +7%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$90.2M +$2.26M +39,876 +3%
EG
29
Enstar Group
Bermuda
$87.9M
FWP
30
FAS Wealth Partners
Kansas
$87.6M +$3.12M +54,943 +4%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$86M -$883K -15,551 -1%
FFA
32
First Foundation Advisors
California
$85.3M +$3.55M +62,517 +4%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$83.3M +$7.54M +132,811 +10%
CA
34
Clearstead Advisors
Ohio
$77.9M -$3.6M -63,381 -4%
AF
35
Allworth Financial
California
$66.7M +$1.4M +24,716 +2%
PCG
36
Prosperity Consulting Group
Maryland
$64.8M +$18.1M +319,253 +39%
CAI
37
Capital Advisors Inc
Oklahoma
$61.3M +$1.66M +29,230 +3%
CSP
38
Cary Street Partners
Virginia
$60.4M +$4.29M +75,605 +8%
Franklin Resources
39
Franklin Resources
California
$60M -$24.7M -435,065 -29%
Truist Financial
40
Truist Financial
North Carolina
$58.4M +$836K +14,729 +1%
SPIA
41
Steward Partners Investment Advisory
New York
$56.2M +$2.59M +45,581 +5%
AUB
42
Atlantic Union Bankshares
Virginia
$54.8M +$205K +3,616 +0.4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$54.4M -$24.4M -430,234 -31%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$48.4M +$3.83M +67,490 +9%
BCM
45
Brookstone Capital Management
Illinois
$47M -$279K -4,908 -0.6%
TCM
46
Traynor Capital Management
Pennsylvania
$45.7M +$7.99M +140,717 +21%
AWM
47
Apollon Wealth Management
South Carolina
$44.7M -$4.01M -70,558 -8%
SA
48
Sanctuary Advisors
Indiana
$44.1M +$1.69M +29,773 +4%
LGA
49
Lebenthal Global Advisors
New York
$42.8M +$701K +12,347 +2%
HIP
50
HUB Investment Partners
Texas
$42M +$2.73M +48,002 +7%

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,619 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.