JEPI icon

JPMorgan Equity Premium Income ETF

1,243 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCG
526
Bravias Capital Group
New Jersey
$2.27M +$199K +3,488 +10%
RRA
527
Round Rock Advisors
Connecticut
$2.27M +$235K +4,116 +12%
AA
528
Ancora Advisors
Ohio
$2.27M -$24.7K -432 -1%
SSWM
529
Sheets Smith Wealth Management
North Carolina
$2.25M +$520K +9,106 +30%
T
530
Tableaux
Massachusetts
$2.24M +$2.03M +35,450 +950%
TCA
531
Transcend Capital Advisors
New Jersey
$2.24M +$193K +3,371 +9%
IWN
532
Independent Wealth Network
Iowa
$2.24M +$163K +2,859 +8%
VVP
533
Venture Visionary Partners
Ohio
$2.2M +$246K +4,313 +13%
CD
534
Chapin Davis
Maryland
$2.19M +$991K +17,346 +83%
GWM
535
Greenwich Wealth Management
Connecticut
$2.19M -$1.43M -25,082 -40%
TSMHT
536
Thurston Springer Miller Herd & Titak
Indiana
$2.18M +$787K +13,781 +57%
IP
537
Integras Partners
Georgia
$2.17M +$300K +5,250 +16%
WI
538
Westbourne Investments
Virginia
$2.17M -$169K -2,950 -7%
BIG
539
Brookwood Investment Group
Arizona
$2.16M +$2.16M +37,831 New
RC
540
Rahlfs Capital
Texas
$2.15M
SIG
541
Spinnaker Investment Group
California
$2.14M +$831K +14,537 +63%
CCFM
542
Clear Creek Financial Management
Washington
$2.13M -$15.8K -276 -0.7%
HCP
543
Hexagon Capital Partners
Arkansas
$2.1M -$125K -2,193 -6%
BSSFA
544
Baron Silver Stevens Financial Advisors
Florida
$2.1M -$233K -4,079 -10%
AAG
545
Armstrong Advisory Group
Massachusetts
$2.09M
MCM
546
Mainstream Capital Management
California
$2.08M -$197K -3,451 -9%
OC
547
Optima Capital
Oregon
$2.07M +$1.47M +25,655 +243%
VHAM
548
Van Hulzen Asset Management
California
$2.07M +$46.9K +820 +2%
VWM
549
Vigilare Wealth Management
Arizona
$2.06M -$94.6K -1,656 -4%
FMTCOCP
550
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.05M +$21.5K +377 +1%