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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
VVP
851
Venture Visionary Partners
Ohio
$618K -$1.57M -27,727 -72%
AF
852
Apollon Financial
South Carolina
$617K +$132K +2,320 +27%
XT
853
XTX Topco
Cayman Islands
$611K +$203K +3,577 +50%
PCA
854
Prosperity Capital Advisors
Ohio
$611K +$19.7K +347 +3%
FNBT
855
FineMark National Bank & Trust
Florida
$605K +$192K +3,376 +47%
JSW
856
Journey Strategic Wealth
New Jersey
$605K -$40.5K -713 -6%
KF
857
KKM Financial
Illinois
$602K -$211K -3,720 -26%
CP
858
Capital Planning
Washington
$600K
FCA
859
Fortis Capital Advisors
Kansas
$600K +$172K +3,027 +40%
MF
860
Meridian Financial
Massachusetts
$599K +$319K +5,619 +115%
MWM
861
Mascoma Wealth Management
New Hampshire
$598K +$1.14K +20 +0.2%
PTP
862
Platform Technology Partners
New York
$597K -$4.15K -73 -0.7%
CGH
863
Crossmark Global Holdings
Texas
$595K -$43.3K -762 -7%
CRC
864
Curi RMB Capital
Illinois
$591K -$127K -2,244 -18%
FCP
865
Fidelis Capital Partners
Florida
$591K +$384K +6,760 +189%
SSIM
866
Sheets Smith Investment Management
Texas
$589K +$586K +10,318 New
OCM
867
One Capital Management
California
$589K +$4.94K +87 +0.9%
Goldman Sachs
868
Goldman Sachs
New York
$588K +$585K +10,301 New
PAM
869
PVG Asset Management
Colorado
$588K +$195K +3,434 +50%
GS
870
GTS Securities
New York
$588K +$584K +10,291 New
PVI
871
Pine Valley Investments
New Jersey
$587K +$110K +1,936 +23%
FWM
872
Fortress Wealth Management
California
$586K -$15.3K -269 -3%
ACM
873
Aurdan Capital Management
Pennsylvania
$586K +$202K +3,557 +53%
ACA
874
Ascension Capital Advisors
Texas
$586K -$4.26K -75 -0.7%
AAS
875
Annex Advisory Services
Wisconsin
$583K -$198K -3,485 -25%

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.