We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
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
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
526
Websterrogers Financial Advisors
South Carolina
$2.56M
GFP
527
Guardian Financial Partners
California
$2.55M
TNA
528
True North Advisors
Texas
$2.55M
SAW
529
Signal Advisors Wealth
Michigan
$2.53M
CWM
530
Collaborative Wealth Management
Florida
$2.53M
MP
531
McDonald Partners
Ohio
$2.53M
IP
532
Integras Partners
Georgia
$2.49M
FPB
533
First PREMIER Bank
South Dakota
$2.49M
RAM
534
Redmond Asset Management
Virginia
$2.48M
CA
535
CoreCap Advisors
Michigan
$2.48M
HWMO
536
Heritage Wealth Management (Ohio)
Ohio
$2.48M
GC
537
Guilbault Capital
Louisiana
$2.47M
I
538
INVST
Indiana
$2.47M
BB
539
Bell Bank
North Dakota
$2.47M
HFRG
540
Houlihan Financial Resource Group
Virginia
$2.46M
ATPW
541
Ashton Thomas Private Wealth
Arizona
$2.45M
SFG
542
Sovereign Financial Group
Connecticut
$2.44M
BAM
543
Bellevue Asset Management
Washington
$2.43M
AWE
544
Avidian Wealth Enterprises
Texas
$2.43M
CA
545
Crewe Advisors
Utah
$2.42M
CTWM
546
Cherry Tree Wealth Management
Minnesota
$2.37M
TWP
547
Tempus Wealth Planning
California
$2.37M
FFS
548
Founders Financial Securities
Maryland
$2.37M
Betterment LLC
549
Betterment LLC
New York
$2.36M
RFC
550
Regions Financial Corp
Alabama
$2.35M