JEPI icon

JPMorgan Equity Premium Income ETF

1,270 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, 656 increasing their positions, 407 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 (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
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
PCM
626
Pennsylvania Capital Management
Pennsylvania
$1.61M
BCM
627
Brasada Capital Management
Texas
$1.59M
MA
628
Modus Advisors
Minnesota
$1.59M
SIG
629
Spinnaker Investment Group
California
$1.58M
AWE
630
Avidian Wealth Enterprises
Texas
$1.58M
CFS
631
Coordinated Financial Services
Colorado
$1.57M
SW
632
Simplicity Wealth
New Jersey
$1.57M
US Bancorp
633
US Bancorp
Minnesota
$1.55M
SWP
634
Sagespring Wealth Partners
Tennessee
$1.55M
BFPW
635
BOK Financial Private Wealth
Colorado
$1.53M
UW
636
Unique Wealth
Florida
$1.52M
PEA
637
Park Edge Advisors
Ohio
$1.52M
PSCM
638
Per Stirling Capital Management
Texas
$1.52M
FPWM
639
FSB Premier Wealth Management
Iowa
$1.52M
SDWIA
640
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.51M
WE
641
Wealth Effects
Massachusetts
$1.51M
GI
642
GAMMA Investing
California
$1.5M
JIC
643
Joel Isaacson & Co
New York
$1.49M
IAA
644
Independent Advisor Alliance
North Carolina
$1.49M
PFA
645
Plotkin Financial Advisors
Maryland
$1.47M
WA
646
Wealth Alliance
New York
$1.47M
DAS
647
Diversify Advisory Services
Utah
$1.46M
PSIWM
648
Paradigm Strategies in Wealth Management
Minnesota
$1.46M
IFWM
649
Institute for Wealth Management
Colorado
$1.46M
TAM
650
Tocqueville Asset Management
New York
$1.45M