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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
EWA
576
Etesian Wealth Advisors
Oregon
$2.01M +$19.9K +350 +1%
SFG
577
Sovereign Financial Group
Connecticut
$2M +$198K +3,488 +11%
IIA
578
Integral Investment Advisors
California
$2M +$44.5K +783 +2%
NCG
579
Newport Capital Group
New Jersey
$1.99M +$30.8K +542 +2%
NA
580
Note Advisors
New York
$1.98M +$353K +6,215 +22%
RRA
581
Round Rock Advisors
Connecticut
$1.98M -$31.8K -560 -2%
TCM
582
Triumph Capital Management
Colorado
$1.95M +$80.5K +1,418 +4%
SCM
583
Sage Capital Management
New Jersey
$1.94M +$14.7K +258 +0.8%
LWM
584
LongView Wealth Management
Georgia
$1.89M +$429K +7,562 +30%
WIM
585
WealthPlan Investment Management
Nebraska
$1.88M +$24K +423 +1%
Brown Advisory
586
Brown Advisory
Maryland
$1.87M +$643K +11,314 +53%
PP
587
PDS Planning
Ohio
$1.87M +$146K +2,577 +9%
CAGAS
588
Capital Advisory Group Advisory Services
Minnesota
$1.87M -$77.8K -1,370 -4%
CPC
589
Consolidated Planning Corp
Georgia
$1.86M -$25.3K -446 -1%
KIA
590
Kraematon Investment Advisors
Massachusetts
$1.85M +$7.55K +133 +0.4%
WANY
591
Wealthspire Advisors (New York)
New York
$1.84M +$1.76K +31 +0.1%
GPWM
592
Grant Private Wealth Management
California
$1.84M +$1.83M +32,224 New
ST
593
Somerset Trust
Pennsylvania
$1.84M -$7.21K -127 -0.4%
RMF
594
Red Mountain Financial
Colorado
$1.82M +$7.89K +139 +0.4%
LWM
595
Lionsbridge Wealth Management
Florida
$1.82M +$1.12M +19,705 +161%
TWP
596
Triad Wealth Partners
Kansas
$1.82M +$1.1M +19,325 +154%
GCM
597
Gables Capital Management
Florida
$1.82M -$34.1K -600 -2%
MA
598
Modus Advisors
Minnesota
$1.8M +$205K +3,610 +13%
SIS
599
Sound Income Strategies
Florida
$1.8M -$161K -2,833 -8%
WE
600
Wealth Effects
Massachusetts
$1.79M +$280K +4,922 +19%

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.