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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
CFB
476
Cullen/Frost Bankers
Texas
$2.92M +$1.58M +27,881 +120%
SLWA
477
San Luis Wealth Advisors
California
$2.91M +$273K +4,804 +10%
QCM
478
Quantinno Capital Management
New York
$2.9M +$252K +4,439 +10%
NFG
479
Nations Financial Group
Iowa
$2.9M -$2.62M -46,056 -48%
HWM
480
HB Wealth Management
Georgia
$2.89M +$511K +9,007 +22%
Natixis Advisors
481
Natixis Advisors
Massachusetts
$2.85M +$1.79M +31,547 +172%
FCMA
482
Foresight Capital Management Advisors
Michigan
$2.85M +$259K +4,564 +10%
FFS
483
Fortress Financial Solutions
Arizona
$2.82M -$413K -7,276 -13%
SOS
484
Silver Oak Securities
Tennessee
$2.81M -$10.6K -186 -0.4%
CTWM
485
Cherry Tree Wealth Management
Minnesota
$2.8M -$6.93K -122 -0.2%
3AM
486
3EDGE Asset Management
Florida
$2.8M +$57.2K +1,007 +2%
FWM
487
FMA Wealth Management
Massachusetts
$2.79M +$72.1K +1,269 +3%
PCA
488
Pallas Capital Advisors
Massachusetts
$2.79M +$63.9K +1,126 +2%
TA
489
TrueWealth Advisors
Alabama
$2.79M +$66.1K +1,164 +2%
5W
490
5T Wealth
California
$2.77M +$582K +10,257 +27%
ATPW
491
Ashton Thomas Private Wealth
Arizona
$2.76M +$29.1K +513 +1%
FPB
492
First PREMIER Bank
South Dakota
$2.75M +$92.4K +1,627 +4%
RC
493
Rovin Capital
Arizona
$2.74M +$24.8K +436 +0.9%
GFP
494
Guardian Financial Partners
California
$2.74M +$165K +2,907 +6%
GFG
495
Goldstone Financial Group
Illinois
$2.74M -$951K -16,752 -26%
RC
496
Rahlfs Capital
Texas
$2.73M -$11.8K -208 -0.4%
TNA
497
True North Advisors
Texas
$2.72M +$191K +3,356 +8%
WI
498
Westbourne Investments
Virginia
$2.71M +$749K +13,185 +38%
SW
499
SteelPeak Wealth
California
$2.71M +$316K +5,564 +13%
RAM
500
Redmond Asset Management
Virginia
$2.7M -$53.9K -949 -2%

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.