JEPI icon

JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
QCM
476
Quantinno Capital Management
New York
$2.9M
NFG
477
Nations Financial Group
Iowa
$2.9M
HWM
478
HB Wealth Management
Georgia
$2.89M
Natixis Advisors
479
Natixis Advisors
Massachusetts
$2.85M
FCMA
480
Foresight Capital Management Advisors
Michigan
$2.85M
FFS
481
Fortress Financial Solutions
Arizona
$2.82M
SOS
482
Silver Oak Securities
Tennessee
$2.81M
CTWM
483
Cherry Tree Wealth Management
Minnesota
$2.8M
3AM
484
3EDGE Asset Management
Florida
$2.8M
FWM
485
FMA Wealth Management
Massachusetts
$2.79M
PCA
486
Pallas Capital Advisors
Massachusetts
$2.79M
TA
487
TrueWealth Advisors
Alabama
$2.79M
5W
488
5T Wealth
California
$2.77M
ATPW
489
Ashton Thomas Private Wealth
Arizona
$2.76M
FPB
490
First PREMIER Bank
South Dakota
$2.75M
RC
491
Rovin Capital
Arizona
$2.74M
GFP
492
Guardian Financial Partners
California
$2.74M
GFG
493
Goldstone Financial Group
Illinois
$2.74M
RC
494
Rahlfs Capital
Texas
$2.73M
TNA
495
True North Advisors
Texas
$2.72M
WI
496
Westbourne Investments
Virginia
$2.71M
SW
497
SteelPeak Wealth
California
$2.71M
RAM
498
Redmond Asset Management
Virginia
$2.7M
OHWP
499
Oak Harbor Wealth Partners
North Carolina
$2.68M
CBU
500
CIBC Bancorp USA
Illinois
$2.67M