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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
SWP
651
Sagespring Wealth Partners
Tennessee
$1.43M -$123K -2,170 -8%
SAW
652
Signal Advisors Wealth
Michigan
$1.43M -$7.59M -133,714 -84%
IFWM
653
Institute for Wealth Management
Colorado
$1.43M -$36.5K -643 -3%
MWM
654
Meridian Wealth Management
Kentucky
$1.43M +$94.3K +1,661 +7%
NG
655
Novem Group
New York
$1.42M +$18.3K +322 +1%
MPWS
656
McCarter Private Wealth Services
Massachusetts
$1.41M +$960K +16,896 +217%
DOA
657
D'Orazio & Associates
Virginia
$1.41M -$255K -4,487 -15%
KFP
658
Kerr Financial Planning
California
$1.4M +$1.4M +24,688 New
GIA
659
Gladstone Institutional Advisory
Florida
$1.4M -$827K -14,566 -37%
FPWM
660
FSB Premier Wealth Management
Iowa
$1.38M -$143K -2,526 -9%
CWP
661
Concord Wealth Partners
Virginia
$1.38M +$34.5K +607 +3%
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$1.37M -$69.9K -1,230 -5%
TAM
663
Tucker Asset Management
Colorado
$1.37M +$255K +4,486 +23%
PSIWM
664
Paradigm Strategies in Wealth Management
Minnesota
$1.36M -$111K -1,950 -8%
FRA
665
Frank Rimerman Advisors
California
$1.35M
SNBOSCI
666
Security National Bank of Sioux City Iowa
Iowa
$1.35M
BWM
667
BCGM Wealth Management
Indiana
$1.35M -$77.6K -1,366 -5%
PFA
668
Plotkin Financial Advisors
Maryland
$1.34M -$132K -2,319 -9%
Fifth Third Bancorp
669
Fifth Third Bancorp
Ohio
$1.34M -$1.65K -29 -0.1%
HSA
670
HBK Sorce Advisory
Pennsylvania
$1.32M +$44.8K +788 +4%
BWP
671
Burling Wealth Partners
Illinois
$1.32M -$13.5K -237 -1%
Northern Trust
672
Northern Trust
Illinois
$1.31M +$127K +2,233 +11%
WCM
673
Winebrenner Capital Management
Kentucky
$1.31M -$86.4K -1,521 -6%
PAS
674
PKS Advisory Services
New York
$1.31M -$1.02K -18 -0.1%
UB
675
Umpqua Bank
Oregon
$1.3M +$1.3M +22,916 New

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.