JEPI icon

JPMorgan Equity Premium Income ETF

1,245 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
826
Caprock Group
Idaho
$655K
CAM
827
Concorde Asset Management
Michigan
$652K
SFWC
828
Strategic Family Wealth Counselors
New Jersey
$651K
FMWA
829
Forvis Mazars Wealth Advisors
Missouri
$645K
DC
830
DeDora Capital
California
$645K
JWBC
831
John W. Brooker & Co
California
$638K
DAS
832
Diversify Advisory Services
Utah
$637K
MAM
833
Morse Asset Management
Connecticut
$630K
IIA
834
IPG Investment Advisors
California
$626K
FWM
835
Fortress Wealth Management
California
$626K
FG
836
Fiduciary Group
Georgia
$624K
AMM
837
American Money Management
California
$621K
LWM
838
Lakeridge Wealth Management
Ohio
$619K
FFWM
839
Future Financial Wealth Management
Ohio
$616K
CW
840
Code Waechter
Florida
$604K
JSW
841
Journey Strategic Wealth
New Jersey
$599K
CFA
842
Capstone Financial Advisors
Illinois
$596K
PCA
843
Prosperity Capital Advisors
Ohio
$595K
FVWA
844
Foster Victor Wealth Advisors
South Carolina
$593K
AFA
845
American Financial Advisors
Georgia
$591K
ACA
846
Ascension Capital Advisors
Texas
$590K
OCM
847
One Capital Management
California
$589K
AG
848
AlTi Global
New York
$583K
BRG
849
Bay Rivers Group
Virginia
$581K
HC
850
Hurley Capital
New York
$579K