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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
MFA
601
Mayflower Financial Advisors
Massachusetts
$1.79M -$26.3K -463 -1%
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$1.79M +$48.4K +853 +3%
TCA
603
Transcend Capital Advisors
New Jersey
$1.77M -$59.3K -1,044 -3%
BlackRock
604
BlackRock
New York
$1.77M -$804K -14,155 -31%
FFS
605
Founders Financial Securities
Maryland
$1.76M +$93.5K +1,647 +6%
HW
606
Hancock Whitney
Mississippi
$1.75M -$43.6K -768 -2%
DAS
607
Diversify Advisory Services
Utah
$1.74M +$282K +4,961 +19%
SMC
608
Smith, Moore & Co
Missouri
$1.74M -$2.26M -39,718 -57%
NPT
609
National Philanthropic Trust
Pennsylvania
$1.74M
OC
610
Optima Capital
Oregon
$1.73M -$477K -8,391 -22%
HC
611
Hourglass Capital
Texas
$1.72M -$681K -12,000 -28%
SNBOSD
612
Security National Bank of So Dak
Iowa
$1.71M
CIG
613
Cascade Investment Group
Colorado
$1.71M -$64.7K -1,139 -4%
BWM
614
BKM Wealth Management
Wisconsin
$1.68M -$178K -3,128 -10%
EM
615
ELCO Management
New York
$1.68M -$17K -300 -1%
MCM
616
Mainstream Capital Management
California
$1.68M -$304K -5,348 -15%
JSAM
617
J. Safra Asset Management
New York
$1.67M +$828K +14,578 +100%
SIG
618
Spinnaker Investment Group
California
$1.66M +$72.3K +1,273 +5%
IF
619
Intrua Financial
Texas
$1.65M -$2.12M -37,335 -56%
CA
620
Crewe Advisors
Utah
$1.65M -$392K -6,897 -19%
PRTG
621
Post Resch Tallon Group
New York
$1.64M +$2.44K +43 +0.1%
AWE
622
Avidian Wealth Enterprises
Texas
$1.64M +$57.4K +1,010 +4%
PEA
623
Park Edge Advisors
Ohio
$1.62M +$91.4K +1,609 +6%
IAA
624
Independent Advisor Alliance
North Carolina
$1.62M +$127K +2,229 +9%
AA
625
Acorns Advisers
California
$1.59M +$318K +5,597 +25%

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.