JEPI icon

JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
801
Pincus Capital Management
New York
$887K
CAM
802
Concorde Asset Management
Michigan
$887K
AWP
803
Axis Wealth Partners
Rhode Island
$886K
FNBT
804
FineMark National Bank & Trust
Florida
$886K
MFG
805
Menard Financial Group
Texas
$882K
FG
806
Fiduciary Group
Georgia
$882K
III
807
Independent Investors Inc
New York
$871K
MFGM
808
Marshall Financial Group (Maryland)
Maryland
$867K
PCA
809
Prosperity Capital Advisors
Ohio
$863K
CLA
810
Carnegie Lake Advisors
New Jersey
$860K
CWRPL
811
Cassady Wealth & Retirement Planning, LLC
Nevada
$852K
CGA
812
Crescent Grove Advisors
Illinois
$850K
AF
813
Apollon Financial
South Carolina
$847K
ACA
814
American Capital Advisory
Idaho
$836K
RWM
815
Ritholtz Wealth Management
New York
$835K
FWA
816
Fidelis Wealth Advisors
Colorado
$830K
DPI
817
Diversified Portfolios Inc
Michigan
$824K
EWM
818
Elevatus Welath Management
New York
$824K
ACM
819
Advance Capital Management
Michigan
$819K
TP
820
Tranquility Partners
Tennessee
$818K
KFAS
821
Keating Financial Advisory Services
Kansas
$815K
CFA
822
Capstone Financial Advisors
Illinois
$814K
LB
823
Legacy Bridge
Iowa
$813K
CAL
824
Capital Advisors Ltd
Ohio
$811K
FVWA
825
Foster Victor Wealth Advisors
South Carolina
$798K