JEPI icon

JPMorgan Equity Premium Income ETF

1,274 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 659 increasing their positions, 408 reducing their positions, and 77 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 call options, than puts

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

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
626
Founders Financial Securities
Maryland
$1.65M
PRTG
627
Post Resch Tallon Group
New York
$1.63M
NA
628
Note Advisors
New York
$1.62M
PCM
629
Pennsylvania Capital Management
Pennsylvania
$1.61M
BCM
630
Brasada Capital Management
Texas
$1.59M
MA
631
Modus Advisors
Minnesota
$1.59M
SIG
632
Spinnaker Investment Group
California
$1.58M
AWE
633
Avidian Wealth Enterprises
Texas
$1.58M
CFS
634
Coordinated Financial Services
Colorado
$1.57M
SW
635
Simplicity Wealth
New Jersey
$1.57M
US Bancorp
636
US Bancorp
Minnesota
$1.55M
SWP
637
Sagespring Wealth Partners
Tennessee
$1.55M
BFPW
638
BOK Financial Private Wealth
Colorado
$1.53M
UW
639
Unique Wealth
Florida
$1.52M
PEA
640
Park Edge Advisors
Ohio
$1.52M
PSCM
641
Per Stirling Capital Management
Texas
$1.52M
FPWM
642
FSB Premier Wealth Management
Iowa
$1.52M
SDWIA
643
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.51M
WE
644
Wealth Effects
Massachusetts
$1.51M
GI
645
GAMMA Investing
California
$1.5M
JIC
646
Joel Isaacson & Co
New York
$1.49M
IAA
647
Independent Advisor Alliance
North Carolina
$1.49M
PFA
648
Plotkin Financial Advisors
Maryland
$1.47M
WA
649
Wealth Alliance
New York
$1.47M
DAS
650
Diversify Advisory Services
Utah
$1.46M