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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
AP
626
Americana Partners
Texas
$1.58M -$15.7M -277,218 -91%
Renaissance Technologies
627
Renaissance Technologies
New York
$1.56M +$1.56M +27,400 New
GCM
628
Generation Capital Management
New York
$1.56M +$187K +3,291 +14%
CFS
629
Coordinated Financial Services
Colorado
$1.55M -$25.3K -445 -2%
BFG
630
Berger Financial Group
Minnesota
$1.55M +$761K +13,407 +98%
SDWIA
631
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$24.1K +424 +2%
LI
632
LRI Investments
Florida
$1.54M +$218K +3,847 +17%
SDH
633
Sloy Dahl & Holst
Washington
$1.52M +$116K +2,051 +8%
FPGK
634
Financial Partners Group (Kansas)
Kansas
$1.52M -$366K -6,439 -19%
PSCM
635
Per Stirling Capital Management
Texas
$1.52M -$12.1K -213 -0.8%
CPRC
636
Consolidated Portfolio Review Corp
New York
$1.52M +$305K +5,376 +25%
CAS
637
Coppell Advisory Solutions
Texas
$1.51M +$160K +2,809 +12%
PCM
638
Pennsylvania Capital Management
Pennsylvania
$1.51M -$105K -1,848 -7%
ACM
639
Andina Capital Management
Utah
$1.51M +$314K +5,533 +27%
HWM
640
Howard Wealth Management
Connecticut
$1.48M +$178K +3,135 +14%
WA
641
Wealth Alliance
New York
$1.47M +$2.33K +41 +0.2%
RAM
642
Readystate Asset Management
Illinois
$1.46M +$1.45M +25,564 New
TAM
643
Tocqueville Asset Management
New York
$1.46M
WDG
644
Wealth Dimensions Group
Ohio
$1.46M +$6.64K +117 +0.5%
KFS
645
Kelly Financial Services
Massachusetts
$1.46M +$259K +4,558 +22%
S4W
646
Solutions 4 Wealth
Texas
$1.45M +$364K +6,410 +34%
IWB
647
Innovative Wealth Building
Maryland
$1.45M +$373K +6,573 +35%
MPPLM
648
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.44M +$15.6K +274 +1%
DRP
649
Decker Retirement Planning
Utah
$1.44M +$1.43M +25,142 New
PF
650
Prosperitas Financial
California
$1.43M +$39.8K +700 +3%

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.