JEPI icon

JPMorgan Equity Premium Income ETF

1,281 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 653 increasing their positions, 418 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
751
Main Line Retirement Advisors
Montana
$947K
FFG
752
Fiduciary Financial Group
California
$938K
JWM
753
Jupiter Wealth Management
Colorado
$928K
AFC
754
AFT Forsyth & Company
Florida
$925K
MFGM
755
Marshall Financial Group (Maryland)
Maryland
$918K
TWM
756
Triton Wealth Management
Arizona
$915K
PCS
757
Personal CFO Solutions
New Jersey
$909K
IA
758
IAM Advisory
Pennsylvania
$908K
MFG
759
Menard Financial Group
Texas
$907K
TF
760
Tandem Financial
Colorado
$902K
VAS
761
Vestmark Advisory Solutions
Massachusetts
$877K
RFA
762
Reyes Financial Architecture
California
$873K
DWM
763
Drive Wealth Management
Utah
$872K
FVWA
764
Foster Victor Wealth Advisors
South Carolina
$872K
LSA
765
L & S Advisors
California
$870K
CA
766
CGN Advisors
Kansas
$869K
AFG
767
Atomi Financial Group
New York
$869K
III
768
Independent Investors Inc
New York
$869K
CLA
769
Carnegie Lake Advisors
New Jersey
$864K
TP
770
Tranquility Partners
Tennessee
$859K
BMCM
771
Bryn Mawr Capital Management
Pennsylvania
$858K
AWP
772
Axis Wealth Partners
Rhode Island
$857K
BONH
773
Bank of New Hampshire
New Hampshire
$857K
ACA
774
American Capital Advisory
Idaho
$854K
SA
775
Skyline Advisors
Washington
$840K