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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
TWM
701
TCFG Wealth Management
California
$1.2M +$1.19K +21 +0.1%
BAM
702
BTS Asset Management
Massachusetts
$1.2M +$645K +11,357 +118%
JIC
703
Johnson Investment Counsel
Ohio
$1.19M +$55.4K +975 +5%
BMWM
704
Brown Miller Wealth Management
Virginia
$1.19M +$279K +4,907 +31%
HFS
705
Howard Financial Services
Texas
$1.19M +$3.18K +56 +0.3%
MCM
706
Mendel Capital Management
Arkansas
$1.17M +$27K +475 +2%
SFA
707
Sequoia Financial Advisors
Ohio
$1.16M +$121K +2,125 +12%
MYIA
708
Mount Yale Investment Advisors
Colorado
$1.16M +$1.16M +20,344 New
ACM
709
Alpha Capital Management
Texas
$1.16M +$14.4K +254 +1%
Bessemer Group
710
Bessemer Group
New Jersey
$1.16M +$10.5K +185 +0.9%
HCMT
711
Highland Capital Management (Tennessee)
Tennessee
$1.15M +$388K +6,830 +51%
Citadel Advisors
712
Citadel Advisors
Florida
$1.14M
SWIM
713
Smallwood Wealth Investment Management
New Jersey
$1.13M +$208K +3,664 +23%
BCP
714
Blue Chip Partners
Michigan
$1.13M +$193K +3,392 +21%
BFWA
715
Benchmark Financial Wealth Advisors
Florida
$1.12M -$129K -2,265 -10%
TW
716
TritonPoint Wealth
Maryland
$1.12M -$67.1K -1,181 -6%
NA
717
Nordwand Advisors
Pennsylvania
$1.12M
BI
718
Beckerman Institutional
New Jersey
$1.12M -$24.8K -437 -2%
CWMS
719
Cannon Wealth Management Services
North Carolina
$1.12M -$164K -2,894 -13%
FH
720
FWG Holdings
Florida
$1.12M +$20.1K +354 +2%
TWP
721
Tempus Wealth Planning
California
$1.11M +$48.3K +850 +5%
CAM
722
Cozad Asset Management
Illinois
$1.11M +$124K +2,191 +13%
SPWG
723
Syntegra Private Wealth Group
Missouri
$1.11M +$15.4K +271 +1%
BA
724
Bellwether Advisors
Nebraska
$1.11M
PWM
725
Prosperity Wealth Management
California
$1.09M -$256K -4,516 -19%

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.