JEPI icon

JPMorgan Equity Premium Income ETF

1,274 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 659 increasing their positions, 408 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
876
American Capital Advisory
Idaho
$574K
MWM
877
Mattern Wealth Management
Kansas
$573K
TC
878
Trust Company
Kansas
$569K
SFWC
879
Strategic Family Wealth Counselors
New Jersey
$564K
KFI
880
Key Financial Inc
Pennsylvania
$561K
BAM
881
BTS Asset Management
Massachusetts
$549K
FA
882
Fortis Advisors
Pennsylvania
$548K
FT
883
Fiduciary Trust
Massachusetts
$545K
CFG
884
Chapman Financial Group
Hawaii
$543K
PM
885
Penbrook Management
New York
$540K
SMH
886
Sanders Morris Harris
Texas
$539K
CPIA
887
Cornell Pochily Investment Advisors
New York
$537K
BBL
888
Beck Bode LLC
Massachusetts
$534K
JWWM
889
Johnson & White Wealth Management
Pennsylvania
$533K
First Trust Advisors
890
First Trust Advisors
Illinois
$529K
CCA
891
Coign Capital Advisors
Utah
$528K
CFP
892
Cascade Financial Partners
California
$527K
MWM
893
Modera Wealth Management
New Jersey
$525K
HIS
894
Harvest Investment Services
Illinois
$515K
CHJWM
895
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K
HC
896
Hurley Capital
New York
$507K
RCG
897
Regatta Capital Group
California
$505K
AFA
898
American Financial Advisors
Georgia
$505K
HFRG
899
Houlihan Financial Resource Group
Virginia
$503K
SMF
900
Sterling Manor Financial
New York
$502K