JEPI icon

JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
501
Cora Capital Advisors
New Jersey
$2.63M +$132K +2,319 +5%
SLWA
502
San Luis Wealth Advisors
California
$2.62M -$1.14K -20 -0%
EH
503
Equitable Holdings
New York
$2.6M -$349K -6,147 -12%
PA
504
Parallel Advisors
California
$2.59M +$78K +1,372 +3%
CWM
505
CIBC World Markets
New York
$2.58M +$132K +2,327 +5%
PWM
506
Purus Wealth Management
California
$2.58M -$14K -247 -0.5%
FCMA
507
Foresight Capital Management Advisors
Michigan
$2.58M +$2.58M +45,333 New
CD
508
Chapin Davis
Maryland
$2.57M +$393K +6,918 +18%
BlackRock
509
BlackRock
New York
$2.57M +$700K +12,315 +38%
GFP
510
Guardian Financial Partners
California
$2.56M +$140K +2,470 +6%
OHWP
511
Oak Harbor Wealth Partners
North Carolina
$2.55M -$181K -3,183 -7%
AC
512
Avestar Capital
New York
$2.54M -$17.9K -314 -0.7%
OPWM
513
Oxinas Partners Wealth Management
Indiana
$2.53M +$91.9K +1,616 +4%
TNA
514
True North Advisors
Texas
$2.52M +$485K +8,530 +24%
PCS
515
Private Client Services
Kentucky
$2.51M +$137K +2,406 +6%
FMTCOCP
516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.51M +$472K +8,296 +23%
CBT
517
CoreFirst Bank & Trust
Kansas
$2.5M +$40.7K +716 +2%
OIA
518
OneDigital Investment Advisors
Kansas
$2.5M +$183K +3,220 +8%
CFG
519
Carr Financial Group
Massachusetts
$2.49M +$191K +3,357 +8%
WFA
520
Websterrogers Financial Advisors
South Carolina
$2.48M -$139K -2,443 -5%
QC
521
Quadrature Capital
United Kingdom
$2.44M +$2.44M +42,916 New
BRWA
522
B. Riley Wealth Advisors
Florida
$2.44M +$2.44M +42,846 New
KIM
523
Kestra Investment Management
Texas
$2.43M +$1.09M +19,081 +81%
WWM
524
Whalen Wealth Management
Nevada
$2.42M +$398K +6,993 +20%
RIA
525
Regal Investment Advisors
Michigan
$2.41M -$652K -11,467 -21%