We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
476
Lewis Asset Management
California
$3.12M
SF
477
Slagle Financial
Illinois
$3.12M
ACS
478
Archford Capital Strategies
Illinois
$3.11M
AWAU
479
Alliance Wealth Advisors (Utah)
Utah
$3.07M
FCMA
480
Foresight Capital Management Advisors
Michigan
$3.04M
PIA
481
Panoramic Investment Advisors
Colorado
$3.03M
BAM
482
Bellevue Asset Management
Washington
$3.02M
3AM
483
3EDGE Asset Management
Florida
$3.01M
SOS
484
Silver Oak Securities
Tennessee
$2.95M
GFG
485
Goldstone Financial Group
Illinois
$2.91M
SWA
486
Stratos Wealth Advisors
Ohio
$2.91M
PCA
487
Pallas Capital Advisors
Massachusetts
$2.91M
GCP
488
Gill Capital Partners
Colorado
$2.9M
FWM
489
FMA Wealth Management
Massachusetts
$2.86M
APW
490
Aventura Private Wealth
Florida
$2.86M
AAG
491
Armstrong Advisory Group
Massachusetts
$2.86M
NWA
492
Navis Wealth Advisors
New York
$2.83M
AQR Capital Management
493
AQR Capital Management
Connecticut
$2.83M
RC
494
Rovin Capital
Arizona
$2.82M
CTWM
495
Cherry Tree Wealth Management
Minnesota
$2.81M
5W
496
5T Wealth
California
$2.79M
OHWP
497
Oak Harbor Wealth Partners
North Carolina
$2.79M
WI
498
Westbourne Investments
Virginia
$2.77M
WC
499
Weil Company
California
$2.76M
SKK
500
Shepherd Kaplan Krochuk
Massachusetts
$2.75M