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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
MA
526
MAS Advisors
Florida
$2.45M +$77.2K +1,360 +3%
GFG
527
Grantvest Financial Group
New Jersey
$2.44M +$539K +9,499 +29%
AAG
528
Armstrong Advisory Group
Massachusetts
$2.44M +$62.6K +1,103 +3%
RIA
529
Regal Investment Advisors
Michigan
$2.43M +$9.09K +160 +0.4%
IWN
530
Independent Wealth Network
Iowa
$2.43M +$124K +2,186 +5%
JSL
531
JT Stratford LLC
Georgia
$2.42M +$1.58M +27,742 +190%
RWM
532
Riverbend Wealth Management
South Carolina
$2.41M +$83.8K +1,475 +4%
SIC
533
SFE Investment Counsel
California
$2.41M -$397K -6,993 -14%
S
534
Sachetta
Massachusetts
$2.4M +$13.6K +240 +0.6%
UCFA
535
United Capital Financial Advisors
Texas
$2.39M +$656K +11,557 +38%
IP
536
Integras Partners
Georgia
$2.38M +$316K +5,557 +15%
RMC
537
Ring Mountain Capital
California
$2.38M +$80.6K +1,420 +4%
SSWM
538
Sheets Smith Wealth Management
North Carolina
$2.36M +$76.4K +1,345 +3%
WCP
539
Wealthcare Capital Partners
Pennsylvania
$2.33M +$491K +8,653 +27%
LFA
540
LGT Financial Advisors
Texas
$2.33M -$53.3K -938 -2%
SAS
541
Stelac Advisory Services
New York
$2.3M -$1.06M -18,665 -32%
I
542
INVST
Indiana
$2.29M +$1.31M +23,049 +135%
ACMG
543
Anchor Capital Management Group
California
$2.28M
CA
544
CoreCap Advisors
Michigan
$2.28M +$1.15M +20,249 +103%
HWMO
545
Heritage Wealth Management (Ohio)
Ohio
$2.28M +$270K +4,762 +14%
CCFM
546
Clear Creek Financial Management
Washington
$2.28M +$258K +4,544 +13%
CFG
547
Citizens Financial Group
Rhode Island
$2.27M -$2.19M -38,519 -49%
VHAM
548
Van Hulzen Asset Management
California
$2.27M +$69.2K +1,219 +3%
SW
549
Simplicity Wealth
New Jersey
$2.25M +$675K +11,890 +43%
TSS
550
Two Sigma Securities
New York
$2.25M +$2.24M +39,411 New

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.