JEPI icon

JPMorgan Equity Premium Income ETF

1,270 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 656 increasing their positions, 407 reducing their positions, and 77 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:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CLA
776
Carnegie Lake Advisors
New Jersey
$852K
GAM
777
Grandview Asset Management
Pennsylvania
$851K
CCA
778
Cooper Capital Advisors
California
$845K
TP
779
Tranquility Partners
Tennessee
$842K
LSA
780
L & S Advisors
California
$838K
SIM
781
Seaview Investment Managers
Florida
$836K
LB
782
Legacy Bridge
Iowa
$833K
JSAM
783
J. Safra Asset Management
New York
$832K
SA
784
Skyline Advisors
Washington
$830K
JSL
785
JT Stratford LLC
Georgia
$829K
EWM
786
Evercore Wealth Management
New York
$815K
LA
787
Latitude Advisors
Florida
$814K
KF
788
KKM Financial
Illinois
$811K
AAP
789
Arax Advisory Partners
Colorado
$807K
WB
790
WesBanco Bank
West Virginia
$807K
TMWM
791
Taylor & Morgan Wealth Management
Michigan
$801K
BWM
792
BCS Wealth Management
Tennessee
$788K
FFA
793
Florida Financial Advisors
Florida
$787K
HAP
794
Harbor Asset Planning
Massachusetts
$787K
BWP
795
Balboa Wealth Partners
Arizona
$786K
FA
796
Fountainhead AM
New Jersey
$785K
ARC
797
Advisor Resource Council
Texas
$783K
BFG
798
Berger Financial Group
Minnesota
$781K
FWP
799
Falcon Wealth Planning
California
$780K
AAS
800
Annex Advisory Services
Wisconsin
$779K