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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
OHWP
501
Oak Harbor Wealth Partners
North Carolina
$2.68M +$113K +1,984 +4%
CBU
502
CIBC Bancorp USA
Illinois
$2.67M +$2.65M +46,718 New
ZI
503
ZEGA Investments
Florida
$2.65M -$2.78M -48,952 -51%
CBT
504
CoreFirst Bank & Trust
Kansas
$2.65M +$136K +2,391 +5%
CD
505
Chapin Davis
Maryland
$2.65M +$64.2K +1,130 +2%
PA
506
Parallel Advisors
California
$2.61M +$3.86K +68 +0.1%
PWM
507
Purus Wealth Management
California
$2.6M +$6.36K +112 +0.2%
CG
508
Caprock Group
Idaho
$2.6M +$2.58M +45,425 New
JIC
509
Joel Isaacson & Co
New York
$2.59M +$1.09M +19,118 +73%
AQR Capital Management
510
AQR Capital Management
Connecticut
$2.59M -$2.73M -48,004 -51%
FMWA
511
Forvis Mazars Wealth Advisors
Missouri
$2.58M +$656K +11,552 +34%
MIC
512
Means Investment Company
Maine
$2.57M -$299K -5,258 -10%
FMTCOCP
513
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M +$42.7K +752 +2%
WFA
514
Websterrogers Financial Advisors
South Carolina
$2.56M +$65.3K +1,150 +3%
CCA
515
Cora Capital Advisors
New Jersey
$2.55M -$89.6K -1,577 -3%
OIA
516
OneDigital Investment Advisors
Kansas
$2.54M +$28.9K +509 +1%
SA
517
Sovran Advisors
California
$2.54M +$406K +7,142 +19%
LAM
518
Lifestyle Asset Management
Texas
$2.54M +$353K +6,221 +16%
KA
519
Kovack Advisors
Florida
$2.51M -$212K -3,732 -8%
AC
520
Avestar Capital
New York
$2.49M -$58.1K -1,023 -2%
MIM
521
Moseley Investment Management
Florida
$2.49M +$328K +5,783 +15%
AC
522
AIFG Consultants
New York
$2.49M -$202K -3,557 -8%
HA
523
Helium Advisors
Washington
$2.48M -$940K -16,551 -28%
AWA
524
Acorn Wealth Advisors
Michigan
$2.47M -$176K -3,106 -7%
CFG
525
Carr Financial Group
Massachusetts
$2.46M -$44K -774 -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.