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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
PFA
826
Pure Financial Advisors
California
$696K -$59.8K -1,053 -8%
LA
827
Latitude Advisors
Florida
$696K -$120K -2,120 -15%
APW
828
Atlantic Private Wealth
North Carolina
$688K +$285K +5,011 +71%
BRG
829
Bay Rivers Group
Virginia
$687K +$81.9K +1,442 +14%
ZBNA
830
Zions Bancorporation, National Association
Utah
$685K -$170K -3,000 -20%
MA
831
Mezzasalma Advisors
New Jersey
$681K +$677K +11,925 New
SAI
832
Savvy Advisors Inc
New York
$680K -$63.7K -1,121 -9%
WB
833
WesBanco Bank
West Virginia
$677K -$133K -2,339 -16%
ACP
834
Arcus Capital Partners
Georgia
$676K +$20.2K +356 +3%
OWP
835
ORG Wealth Partners
Texas
$676K +$2.78K +49 +0.4%
HZ
836
Hixon Zuercher
Ohio
$659K +$28.2K +496 +4%
HH
837
Hilltop Holdings
Texas
$657K +$58.8K +1,036 +10%
SIAG
838
Safeguard Investment Advisory Group
California
$653K -$82.5K -1,452 -11%
KPWG
839
KFA Private Wealth Group
Virginia
$653K +$35.5K +626 +6%
Tudor Investment Corp
840
Tudor Investment Corp
Connecticut
$650K +$646K +11,381 New
RFC
841
Regions Financial Corp
Alabama
$647K -$26.8K -472 -4%
CT
842
Colonial Trust
South Carolina
$645K +$145K +2,556 +29%
SWR
843
Spahn Wealth & Retirement
Arizona
$644K
DA
844
Detalus Advisors
Missouri
$640K +$9.82K +173 +2%
PAM
845
Pegasus Asset Management
New York
$638K +$167K +2,937 +36%
AWM
846
Activest Wealth Management
Florida
$630K -$106K -1,858 -14%
DWG
847
Darden Wealth Group
Michigan
$625K -$45.4K -800 -7%
CP
848
Camelot Portfolios
Ohio
$625K -$271K -4,771 -30%
GCA
849
Greenwood Capital Associates
South Carolina
$624K +$620K +10,922 New
AFM
850
Armstrong Fleming & Moore
District of Columbia
$623K

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.