JEPI icon

JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 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:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
CD
501
Chapin Davis
Maryland
$2.69M
GA
502
GFS Advisors
Texas
$2.68M
TWC
503
TD Waterhouse Canada
Ontario, Canada
$2.66M
MIM
504
Moseley Investment Management
Florida
$2.65M
RC
505
Rahlfs Capital
Texas
$2.64M
RAM
506
Redmond Asset Management
Virginia
$2.64M
CG
507
Caprock Group
Idaho
$2.64M
RIA
508
Regal Investment Advisors
Michigan
$2.62M
FPB
509
First PREMIER Bank
South Dakota
$2.6M
SI
510
Stirlingshire Investments
New York
$2.59M
GFP
511
Guardian Financial Partners
California
$2.59M
ATPW
512
Ashton Thomas Private Wealth
Arizona
$2.59M
LWM
513
LongView Wealth Management
Georgia
$2.57M
JIC
514
Joel Isaacson & Co
New York
$2.57M
TNA
515
True North Advisors
Texas
$2.57M
FMTCOCP
516
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.56M
WFA
517
Websterrogers Financial Advisors
South Carolina
$2.55M
S
518
Sachetta
Massachusetts
$2.55M
WCP
519
Wealthcare Capital Partners
Pennsylvania
$2.54M
RWM
520
Riverbend Wealth Management
South Carolina
$2.54M
JF
521
JSF Financial
California
$2.53M
PWM
522
Purus Wealth Management
California
$2.53M
OPWM
523
Oxinas Partners Wealth Management
Indiana
$2.5M
WA
524
Whipplewood Advisors
Colorado
$2.5M
TWP
525
Tyche Wealth Partners
Texas
$2.5M