JEPI icon

JPMorgan Equity Premium Income ETF

1,243 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PSIWM
651
Paradigm Strategies in Wealth Management
Minnesota
$1.33M +$218K +3,817 +20%
CCM
652
Coldstream Capital Management
Washington
$1.33M +$151K +2,639 +13%
PAG
653
Paladin Advisory Group
Iowa
$1.32M +$67.8K +1,186 +5%
TC
654
TownSquare Capital
Utah
$1.31M +$652K +11,418 +99%
LFA
655
LGT Financial Advisors
Texas
$1.31M +$396K +6,925 +43%
MFGM
656
Marshall Financial Group (Maryland)
Maryland
$1.31M -$5.24M -91,707 -80%
ACM
657
Aurdan Capital Management
Pennsylvania
$1.3M +$591K +10,344 +83%
SFC
658
Strategic Financial Concepts
Texas
$1.3M +$9.09K +159 +0.7%
WIM
659
WealthPlan Investment Management
Nebraska
$1.3M +$108K +1,895 +9%
MLRA
660
Main Line Retirement Advisors
Montana
$1.29M -$96.6K -1,690 -7%
RA
661
RoundAngle Advisors
New Jersey
$1.29M +$11.2K +196 +0.9%
TWM
662
Trueblood Wealth Management
Ohio
$1.29M -$84.8K -1,484 -6%
GCM
663
Generation Capital Management
New York
$1.28M +$709K +12,415 +124%
EFL
664
ERn Financial LLC
Wisconsin
$1.26M +$36.2K +633 +3%
FHC
665
First Heartland Consultants
Missouri
$1.26M -$118K -2,068 -9%
BI
666
Beckerman Institutional
New Jersey
$1.25M -$118K -2,066 -9%
JIC
667
Johnson Investment Counsel
Ohio
$1.25M -$266K -4,659 -18%
AGP
668
Autumn Glory Partners
Texas
$1.24M +$70.9K +1,240 +6%
SDH
669
Sloy Dahl & Holst
Washington
$1.24M +$523K +9,145 +73%
Northern Trust
670
Northern Trust
Illinois
$1.24M -$106K -1,851 -8%
CWIG
671
Chung Wu Investment Group
Texas
$1.23M -$28.6K -500 -2%
LI
672
LRI Investments
Florida
$1.23M -$18K -315 -1%
SFA
673
Sequoia Financial Advisors
Ohio
$1.23M +$868K +15,185 +240%
CWMS
674
Cannon Wealth Management Services
North Carolina
$1.23M +$142K +2,554 +13%
PCM
675
Pointe Capital Management
Michigan
$1.22M -$39.6K -693 -3%