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
CWM
501
CIBC World Markets
New York
$2.74M
HIA
502
Harbor Investment Advisory
Maryland
$2.73M
TA
503
TrueWealth Advisors
Alabama
$2.72M
BCA
504
Bay Capital Advisors
Virginia
$2.72M
LAM
505
Lifestyle Asset Management
Texas
$2.72M
CBT
506
CoreFirst Bank & Trust
Kansas
$2.72M
CD
507
Chapin Davis
Maryland
$2.69M
GA
508
GFS Advisors
Texas
$2.68M
TWC
509
TD Waterhouse Canada
Ontario, Canada
$2.66M
MIM
510
Moseley Investment Management
Florida
$2.65M
RC
511
Rahlfs Capital
Texas
$2.64M
RAM
512
Redmond Asset Management
Virginia
$2.64M
CG
513
Caprock Group
Idaho
$2.64M
RIA
514
Regal Investment Advisors
Michigan
$2.62M
FPB
515
First PREMIER Bank
South Dakota
$2.6M
SI
516
Stirlingshire Investments
New York
$2.59M
GFP
517
Guardian Financial Partners
California
$2.59M
ATPW
518
Ashton Thomas Private Wealth
Arizona
$2.59M
LWM
519
LongView Wealth Management
Georgia
$2.57M
JIC
520
Joel Isaacson & Co
New York
$2.57M
TNA
521
True North Advisors
Texas
$2.57M
FMTCOCP
522
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M
WFA
523
Websterrogers Financial Advisors
South Carolina
$2.55M
S
524
Sachetta
Massachusetts
$2.55M
WCP
525
Wealthcare Capital Partners
Pennsylvania
$2.54M