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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
AFO
726
Arrowroot Family Office
California
$1.09M +$32.4K +570 +3%
VA
727
VestGen Advisors
Illinois
$1.09M -$103K -1,811 -9%
UW
728
Unique Wealth
Florida
$1.08M -$445K -7,833 -29%
O3W
729
Omni 360 Wealth
New Jersey
$1.07M -$31.5K -555 -3%
FLPIM
730
F.L. Putnam Investment Management
Massachusetts
$1.07M +$57.9K +1,020 +6%
CPA
731
Cardiff Park Advisors
California
$1.07M +$11K +194 +1%
EWA
732
Evolution Wealth Advisors
Florida
$1.07M -$109K -1,920 -9%
BTI
733
Blue Trust Inc
Georgia
$1.06M -$14.9K -263 -1%
MWM
734
Marion Wealth Management
Pennsylvania
$1.04M +$14.8K +260 +1%
ACP
735
Argyle Capital Partners
California
$1.04M +$111K +1,951 +12%
SFG
736
SNS Financial Group
Minnesota
$1.01M +$59.6K +1,050 +6%
MAM
737
Mainsail Asset Management
Alabama
$995K +$989K +17,423 New
EFL
738
ERn Financial LLC
Wisconsin
$994K +$13.3K +235 +1%
WKSWA
739
White Knight Strategic Wealth Advisors
New Jersey
$994K -$86.4K -1,522 -8%
WIA
740
Westbourne Investment Advisors
Maryland
$994K +$988K +17,400 New
ACM
741
Advance Capital Management
Michigan
$993K -$21.3M -374,622 -96%
PCM
742
Pointe Capital Management
Michigan
$990K -$237K -4,171 -19%
FWP
743
Falcon Wealth Planning
California
$987K +$202K +3,552 +26%
SIM
744
Studio Investment Management
Illinois
$975K +$27.7K +488 +3%
SA
745
Strategic Advisors
New York
$969K +$356K +6,274 +59%
ACP
746
Aviance Capital Partners
Florida
$968K +$2.33K +41 +0.2%
WTC
747
WhitTier Trust Company
Nevada
$966K +$22.8K +401 +2%
DWM
748
Dakota Wealth Management
Florida
$965K
CAM
749
Concorde Asset Management
Michigan
$959K +$959K +16,885 New
NL
750
NVWM LLC
Pennsylvania
$959K +$2.9K +51 +0.3%

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.