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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
PPW
676
Pasadena Private Wealth
California
$1.3M +$12.2K +215 +1%
RA
677
RoundAngle Advisors
New Jersey
$1.28M -$6.42K -113 -0.5%
SFG
678
SevenBridge Financial Group
Pennsylvania
$1.28M -$757K -13,330 -37%
LWM
679
LJI Wealth Management
Indiana
$1.27M -$114K -2,000 -8%
MCA
680
Millennium Capital Advisors
Arkansas
$1.27M +$59.5K +1,047 +5%
XF
681
XML Financial
Maryland
$1.26M +$96.5K +1,700 +8%
CCAM
682
Cascades Capital Asset Management
North Carolina
$1.26M -$123K -2,164 -9%
CCM
683
Coldstream Capital Management
Washington
$1.26M -$66.8K -1,176 -5%
Betterment LLC
684
Betterment LLC
New York
$1.26M +$76.4K +1,345 +7%
TWM
685
Trueblood Wealth Management
Ohio
$1.25M -$13.7K -242 -1%
AAS
686
Ameritas Advisory Services
Nebraska
$1.25M -$3.57M -62,912 -74%
SS
687
Sunbelt Securities
Texas
$1.25M -$564K -9,931 -31%
MMCM
688
Murphy & Mullick Capital Management
New York
$1.24M +$101K +1,773 +9%
AGP
689
Autumn Glory Partners
Texas
$1.24M +$139K +2,450 +13%
FHC
690
First Heartland Consultants
Missouri
$1.24M -$34.3K -604 -3%
LFS
691
Legacy Financial Strategies
Kansas
$1.24M +$8.57K +151 +0.7%
LS
692
Leelyn Smith
Illinois
$1.24M -$216K -3,802 -15%
MW
693
Maia Wealth
Colorado
$1.23M -$941K -16,575 -43%
BFWM
694
Bright Futures Wealth Management
New York
$1.23M +$1.22M +21,568 New
CPA
695
Cathy Pareto & Associates
Florida
$1.23M -$3.58K -63 -0.3%
KIM
696
Kestra Investment Management
Texas
$1.22M -$1.21M -21,272 -50%
SFC
697
Strategic Financial Concepts
Texas
$1.22M -$16.2K -286 -1%
BCM
698
Boreal Capital Management
Florida
$1.22M +$58.6K +1,032 +5%
CW
699
Code Waechter
Florida
$1.21M -$52.3K -921 -4%
CAM
700
CPA Asset Management
Florida
$1.21M -$30.9K -544 -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.