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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
DPI
751
Diversified Portfolios Inc
Michigan
$957K +$37.4K +658 +4%
TA
752
Tactive Advisors
Florida
$952K +$29K +511 +3%
BCM
753
Brasada Capital Management
Texas
$949K -$640K -11,277 -40%
MLRA
754
Main Line Retirement Advisors
Montana
$947K +$17.3K +304 +2%
FFG
755
Fiduciary Financial Group
California
$938K +$289K +5,096 +45%
JWM
756
Jupiter Wealth Management
Colorado
$928K
AFC
757
AFT Forsyth & Company
Florida
$925K +$216K +3,811 +31%
MFGM
758
Marshall Financial Group (Maryland)
Maryland
$918K -$126K -2,219 -12%
TWM
759
Triton Wealth Management
Arizona
$915K -$374K -6,581 -29%
PCS
760
Personal CFO Solutions
New Jersey
$909K +$140K +2,461 +18%
IA
761
IAM Advisory
Pennsylvania
$908K -$6.19K -109 -0.7%
MFG
762
Menard Financial Group
Texas
$907K -$64K -1,127 -7%
TF
763
Tandem Financial
Colorado
$902K -$145K -2,555 -14%
VAS
764
Vestmark Advisory Solutions
Massachusetts
$877K +$872K +15,362 New
RFA
765
Reyes Financial Architecture
California
$873K +$137K +2,419 +19%
DWM
766
Drive Wealth Management
Utah
$872K -$918K -16,164 -51%
FVWA
767
Foster Victor Wealth Advisors
South Carolina
$872K +$228K +4,019 +36%
LSA
768
L & S Advisors
California
$870K +$27.7K +487 +3%
CA
769
CGN Advisors
Kansas
$869K +$275K +4,838 +47%
AFG
770
Atomi Financial Group
New York
$869K +$377K +6,646 +78%
III
771
Independent Investors Inc
New York
$869K -$5.91K -104 -0.7%
CLA
772
Carnegie Lake Advisors
New Jersey
$864K +$7.55K +133 +0.9%
TP
773
Tranquility Partners
Tennessee
$859K +$12.8K +226 +2%
BMCM
774
Bryn Mawr Capital Management
Pennsylvania
$858K -$124K -2,176 -13%
AWP
775
Axis Wealth Partners
Rhode Island
$857K +$106K +1,864 +14%

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.