JEPI icon

JPMorgan Equity Premium Income ETF

1,256 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
16.84%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
P
51
&Partners
Tennessee
$41.8M +$7.46M +131,064 +22%
HCM
52
Hilton Capital Management
New York
$41.8M +$11.7M +205,641 +39%
HIP
53
HUB Investment Partners
Texas
$39.1M +$881K +15,493 +2%
PA
54
Pinnacle Associates
New York
$38.9M +$296K +5,209 +0.8%
KCM
55
Kathmere Capital Management
Pennsylvania
$37.6M +$1.52M +26,742 +4%
TCM
56
Traynor Capital Management
Pennsylvania
$37.5M +$30.2M +531,388 +414%
OC
57
Oakworth Capital
Alabama
$37.1M +$115K +2,020 +0.3%
SF
58
Synovus Financial
Georgia
$37M +$1.53M +26,911 +4%
MW
59
Melia Wealth
Oklahoma
$36.7M +$1.9M +33,358 +5%
SC
60
Savant Capital
Illinois
$36.5M +$35.4M +622,909 +3,251%
CBA
61
Coastal Bridge Advisors
Connecticut
$35.8M +$35.8M +630,278 New
CIA
62
Capital Investment Advisors
Georgia
$35.4M -$1.66M -29,154 -4%
NA
63
Nottingham Advisors
New York
$35.3M +$120K +2,105 +0.3%
KPWS
64
Kestra Private Wealth Services
Texas
$35.1M +$3.22M +56,713 +10%
SI
65
Stephens Inc
Arkansas
$34.9M +$1.37M +24,034 +4%
PS
66
Principal Securities
Iowa
$31.9M +$9.18M +161,516 +41%
WAM
67
WNY Asset Management
New York
$31.5M +$12.4M +218,251 +65%
NA
68
NewEdge Advisors
Louisiana
$31.3M +$16.5M +289,862 +111%
PFS
69
Prospera Financial Services
Texas
$30.9M +$1.95M +34,372 +7%
FFBTD
70
First Financial Bank - Trust Division
Ohio
$30.1M +$30.1M +528,608 New
HAS
71
HBW Advisory Services
California
$29.8M -$1.36M -23,844 -4%
SIM
72
Stratos Investment Management
Ohio
$29.8M +$4.49M +79,063 +18%
JWCA
73
J.W. Cole Advisors
Florida
$29.7M +$10.2M +179,086 +52%
RA
74
Rational Advisors
New York
$29.2M +$140K +2,456 +0.5%
ACA
75
Aptus Capital Advisors
Alabama
$29.2M -$564K -9,914 -2%