JEPI icon

JPMorgan Equity Premium Income ETF

1,342 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$45.5M)

0.19% more ownership

Funds ownership: 43.05%43.24% (+0.19%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
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
HIS
876
Harvest Investment Services
Illinois
$629K
FFG
877
Fortune Financial Group
Florida
$625K
PGF
878
Plan Group Financial
Oklahoma
$621K
FAM
879
Formidable Asset Management
Ohio
$618K
EWA
880
Evolution Wealth Advisors
Florida
$613K
RWP
881
RWA Wealth Partners
Massachusetts
$607K
VVP
882
Venture Visionary Partners
Ohio
$607K
HZ
883
Hixon Zuercher
Ohio
$605K
PAM
884
PVG Asset Management
Colorado
$603K
FT
885
Fiduciary Trust
Massachusetts
$596K
DIM
886
Delta Investment Management
California
$596K
CP
887
Camelot Portfolios
Ohio
$595K
BWM
888
BCS Wealth Management
Tennessee
$592K
ACM
889
Aurdan Capital Management
Pennsylvania
$587K
TL
890
Tradewinds LLC
North Carolina
$586K
AMM
891
American Money Management
California
$585K
SMH
892
Sanders Morris Harris
Texas
$584K
MWM
893
Mascoma Wealth Management
New Hampshire
$583K
FCFC
894
First Commonwealth Financial Corp
Pennsylvania
$583K
MCM
895
Monument Capital Management
Virginia
$579K
SMF
896
Sterling Manor Financial
New York
$576K
FA
897
Fortis Advisors
Pennsylvania
$574K
MWM
898
Mattern Wealth Management
Kansas
$570K
CCIA
899
Cherry Creek Investment Advisors
Colorado
$569K
LI
900
LVZ Inc
Michigan
$567K