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 %
CAM
701
CPA Asset Management
Florida
$1.1M +$319K +5,578 +41%
SC
702
Savant Capital
Illinois
$1.09M -$82.8K -1,450 -7%
VA
703
VestGen Advisors
Illinois
$1.09M +$1.09M +19,078 New
FH
704
FWG Holdings
Florida
$1.09M +$104K +1,884 +11%
LWM
705
LJI Wealth Management
Indiana
$1.08M +$199K +3,480 +22%
WN
706
Williams & Novak
California
$1.08M +$362K +6,374 +50%
TW
707
TritonPoint Wealth
Maryland
$1.08M +$274K +4,799 +34%
BTI
708
Blue Trust Inc
Georgia
$1.08M +$629 +11 +0.1%
FRA
709
Frank Rimerman Advisors
California
$1.07M +$494K +8,643 +86%
O3W
710
Omni 360 Wealth
New Jersey
$1.07M +$24.5K +429 +2%
TWP
711
Tempus Wealth Planning
California
$1.07M +$489K +8,550 +85%
WC
712
Waterloo Capital
Texas
$1.06M -$4.36M -76,275 -80%
TCWM
713
Total Clarity Wealth Management
Illinois
$1.06M
SS
714
Sunbelt Securities
Texas
$1.05M -$765K -13,391 -42%
CPA
715
Cardiff Park Advisors
California
$1.04M +$23.8K +417 +2%
CWP
716
Cyndeo Wealth Partners
Florida
$1.04M
HW
717
Hancock Whitney
Mississippi
$1.04M +$624K +10,917 +151%
BWM
718
BCS Wealth Management
Tennessee
$1.03M +$1.03M +18,025 New
CAM
719
Cozad Asset Management
Illinois
$1.03M +$41.9K +734 +4%
CFB
720
Cullen/Frost Bankers
Texas
$1.02M -$158K -2,764 -13%
IWB
721
Innovative Wealth Building
Maryland
$1.01M +$595K +10,420 +142%
LAM
722
Lewis Asset Management
California
$1.01M +$124K +2,178 +14%
TF
723
Tandem Financial
Colorado
$1.01M +$260K +4,548 +35%
ACP
724
Aviance Capital Partners
Florida
$1M +$21K +368 +2%
SPWG
725
Syntegra Private Wealth Group
Missouri
$1M -$40.5K -709 -4%