JEPI icon

JPMorgan Equity Premium Income ETF

1,272 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, 649 increasing their positions, 415 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$315M)

1.31% less ownership

Funds ownership: 44.31%43% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
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
HWM
476
HB Wealth Management
Georgia
$2.89M
Natixis Advisors
477
Natixis Advisors
Massachusetts
$2.85M
FCMA
478
Foresight Capital Management Advisors
Michigan
$2.85M
FFS
479
Fortress Financial Solutions
Arizona
$2.82M
SOS
480
Silver Oak Securities
Tennessee
$2.81M
CTWM
481
Cherry Tree Wealth Management
Minnesota
$2.8M
3AM
482
3EDGE Asset Management
Florida
$2.8M
FWM
483
FMA Wealth Management
Massachusetts
$2.79M
PCA
484
Pallas Capital Advisors
Massachusetts
$2.79M
TA
485
TrueWealth Advisors
Alabama
$2.79M
5W
486
5T Wealth
California
$2.77M
ATPW
487
Ashton Thomas Private Wealth
Arizona
$2.76M
FPB
488
First PREMIER Bank
South Dakota
$2.75M
RC
489
Rovin Capital
Arizona
$2.74M
GFP
490
Guardian Financial Partners
California
$2.74M
GFG
491
Goldstone Financial Group
Illinois
$2.74M
RC
492
Rahlfs Capital
Texas
$2.73M
TNA
493
True North Advisors
Texas
$2.72M
WI
494
Westbourne Investments
Virginia
$2.71M
SW
495
SteelPeak Wealth
California
$2.71M
RAM
496
Redmond Asset Management
Virginia
$2.7M
OHWP
497
Oak Harbor Wealth Partners
North Carolina
$2.68M
CBU
498
CIBC Bancorp USA
Illinois
$2.67M
ZI
499
ZEGA Investments
Florida
$2.65M
CBT
500
CoreFirst Bank & Trust
Kansas
$2.65M