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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
AWA
801
Arete Wealth Advisors
Illinois
$758K +$13.9K +245 +2%
CFS
802
Commonwealth Financial Services
West Virginia
$753K +$749K +13,186 New
AWAP
803
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$750K +$2.16K +38 +0.3%
RA
804
Rockingstone Advisors
Massachusetts
$749K -$12.5K -220 -2%
CCIA
805
Cherry Creek Investment Advisors
Colorado
$746K -$15.9K -280 -2%
WSCM
806
Wellington Shields Capital Management
New York
$738K +$170 +3 +0%
MAMG
807
Milestone Asset Management Group
Connecticut
$735K +$49.4K +869 +7%
MWP
808
Madison Wealth Partners
Wisconsin
$734K +$27.1K +477 +4%
IBOK
809
Independence Bank of Kentucky
Kentucky
$727K -$3.58K -63 -0.5%
FGA
810
Fortis Group Advisors
New Jersey
$726K +$50.4K +888 +7%
FFA
811
Florida Financial Advisors
Florida
$724K -$65.9K -1,160 -8%
WB
812
West Bancorporation
Iowa
$722K +$49.7K +875 +7%
AI
813
Auour Investments
Massachusetts
$722K -$6.59K -116 -0.9%
HAP
814
Harbor Asset Planning
Massachusetts
$722K -$68.4K -1,204 -9%
EFA
815
Edge Financial Advisors
Illinois
$720K +$716K +12,607 New
MGIA
816
Moneta Group Investment Advisors
Missouri
$715K +$378K +6,664 +114%
AWM
817
AllSquare Wealth Management
New York
$713K +$5.11K +90 +0.7%
LWA
818
Lineweaver Wealth Advisors
Ohio
$710K -$187K -3,301 -21%
OPWM
819
Oxinas Partners Wealth Management
Indiana
$709K -$1.82M -32,016 -72%
CRWM
820
Castle Rock Wealth Management
California
$707K -$23.5K -413 -3%
LWM
821
Lakeridge Wealth Management
Ohio
$707K +$8.75K +154 +1%
IAA
822
Independence Asset Advisors
Pennsylvania
$706K -$177K -3,111 -20%
GAM
823
Grandview Asset Management
Pennsylvania
$704K -$151K -2,653 -18%
NWA
824
Navis Wealth Advisors
New York
$703K -$22.5K -396 -3%
DIM
825
Delta Investment Management
California
$702K -$3.46M -60,907 -83%

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.