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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
BONH
776
Bank of New Hampshire
New Hampshire
$857K
ACA
777
American Capital Advisory
Idaho
$854K +$275K +4,851 +48%
SA
778
Skyline Advisors
Washington
$840K +$6.64K +117 +0.8%
DA
779
Dover Advisors
Virginia
$833K -$57.6K -1,014 -6%
CFA
780
Capstone Financial Advisors
Illinois
$830K +$218K +3,833 +36%
TMWM
781
Taylor & Morgan Wealth Management
Michigan
$829K +$24.2K +426 +3%
CAP
782
Columbia Advisory Partners
Washington
$825K +$155K +2,727 +23%
EPW
783
Endeavor Private Wealth
Kansas
$824K +$819K +14,426 New
GS
784
GWN Securities
Florida
$823K +$63.4K +1,117 +8%
EWM
785
Evercore Wealth Management
New York
$818K
SFWC
786
Strategic Family Wealth Counselors
New Jersey
$815K +$248K +4,365 +44%
RWS
787
Resolute Wealth Strategies
Mississippi
$810K -$166K -2,927 -17%
CWP
788
Cyndeo Wealth Partners
Florida
$808K -$235K -4,140 -23%
FG
789
Fiduciary Group
Georgia
$798K +$110K +1,936 +16%
MAG
790
MRA Advisory Group
New Jersey
$797K -$66.4K -1,169 -8%
LB
791
Legacy Bridge
Iowa
$794K -$42.5K -749 -5%
CAL
792
Capital Advisors Ltd
Ohio
$792K -$79.7K -1,404 -9%
FA
793
Fountainhead AM
New Jersey
$790K +$1.02K +18 +0.1%
MCM
794
Monument Capital Management
Virginia
$786K -$89.4K -1,574 -10%
SMH
795
Sanders Morris Harris
Texas
$782K +$239K +4,205 +44%
BCG
796
Bravias Capital Group
New Jersey
$777K -$1.32M -23,243 -63%
RCWM
797
Red Crane Wealth Management
California
$773K -$136K -2,397 -15%
FCFC
798
First Commonwealth Financial Corp
Pennsylvania
$770K -$1.86M -32,754 -71%
EWM
799
Elevatus Welath Management
New York
$769K +$150K +2,646 +24%
BWP
800
Balboa Wealth Partners
Arizona
$765K -$24.6K -434 -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.