We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 84

97% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $24.6M

20% more repeat investments, than reductions

Existing positions increased: 587 | Existing positions reduced: 491

7% more funds holding

Funds holding: 1,2891,380 (+91)

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
+91
Holders Change %
+7.06%
% of All Funds
16.79%
Holding in Top 10
126
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.61%
% of All Funds
1.53%
New
198
Increased
587
Reduced
491
Closed
84
Calls
$48.5M
Puts
$24.6M
Net Calls
+$23.9M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
IAM Advisory
Pennsylvania
$923K +$13K +227 +1%
SA
802
Skyline Advisors
Washington
$919K +$77.1K +1,351 +9%
PS
803
Portfolio Strategies
New York
$919K -$1.15M -20,099 -56%
SAI
804
Savvy Advisors Inc
New York
$915K +$233K +4,083 +34%
AFC
805
AFT Forsyth & Company
Florida
$914K -$12.6K -220 -1%
MAG
806
MRA Advisory Group
New Jersey
$910K +$112K +1,954 +14%
SEP
807
Signature Equity Partners
Ohio
$910K +$908K +15,902 New
CA
808
CGN Advisors
Kansas
$889K +$17.4K +305 +2%
PCM
809
Pincus Capital Management
New York
$887K +$885K +15,500 New
CAM
810
Concorde Asset Management
Michigan
$887K -$79.4K -1,391 -8%
AWP
811
Axis Wealth Partners
Rhode Island
$886K +$27.4K +480 +3%
FNBT
812
FineMark National Bank & Trust
Florida
$886K +$278K +4,877 +46%
MFG
813
Menard Financial Group
Texas
$882K -$27.6K -483 -3%
FG
814
Fiduciary Group
Georgia
$882K +$82.2K +1,439 +10%
III
815
Independent Investors Inc
New York
$871K
MFGM
816
Marshall Financial Group (Maryland)
Maryland
$867K -$53K -929 -6%
PCA
817
Prosperity Capital Advisors
Ohio
$863K +$250K +4,374 +41%
CLA
818
Carnegie Lake Advisors
New Jersey
$860K -$5.71K -100 -0.7%
CWRP
819
Cassady Wealth & Retirement Planning
Nevada
$852K +$850K +14,880 New
CGA
820
Crescent Grove Advisors
Illinois
$850K +$524K +9,184 +164%
AWM
821
Athena Wealth Management
Nevada
$849K +$847K +14,832 New
AF
822
Apollon Financial
South Carolina
$847K +$228K +3,992 +37%
ACA
823
American Capital Advisory
Idaho
$836K -$19.5K -341 -2%
RWM
824
Ritholtz Wealth Management
New York
$835K +$832K +14,579 New
FWA
825
Fidelis Wealth Advisors
Colorado
$830K +$828K +14,496 New