JEPI icon

JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Cyndeo Wealth Partners
Florida
$1.54M
HWM
652
Howard Wealth Management
Connecticut
$1.54M
SWA
653
Strategic Wealth Advisors
Arizona
$1.54M
DCA
654
DB&C Advisors
Michigan
$1.53M
HSA
655
HBK Sorce Advisory
Pennsylvania
$1.53M
WANY
656
Wealthspire Advisors (New York)
New York
$1.52M
FH
657
FWG Holdings
Florida
$1.51M
TWP
658
Triad Wealth Partners
Kansas
$1.5M
AGP
659
Autumn Glory Partners
Texas
$1.49M
PF
660
Prosperitas Financial
California
$1.49M
MWM
661
Meridian Wealth Management
Kentucky
$1.49M
AAS
662
Ameritas Advisory Services
Nebraska
$1.49M
SDH
663
Sloy Dahl & Holst
Washington
$1.48M
VAM
664
Verity Asset Management
North Carolina
$1.47M
AIM
665
Aspen Investment Management
Michigan
$1.47M
TAM
666
Tocqueville Asset Management
New York
$1.46M
CCM
667
Coldstream Capital Management
Washington
$1.46M
TCA
668
Transcend Capital Advisors
New Jersey
$1.45M
SMC
669
Smith, Moore & Co
Missouri
$1.45M
IFWM
670
Institute for Wealth Management
Colorado
$1.45M
FFC
671
Frederick Financial Consultants
Maryland
$1.43M
WA
672
Wealth Alliance
New York
$1.42M
Brown Advisory
673
Brown Advisory
Maryland
$1.42M
ACM
674
Andina Capital Management
Utah
$1.42M
T
675
Tableaux
Massachusetts
$1.41M