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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
EWM
901
Endowment Wealth Management
Wisconsin
$520K +$104K +1,834 +25%
HC
902
Hurley Capital
New York
$519K +$10.1K +177 +2%
CHJWM
903
Carlton Hofferkamp & Jenks Wealth Management
Texas
$517K +$965 +17 +0.2%
MFP
904
Meridian Financial Partners
Virginia
$508K +$39.5K +696 +8%
RCG
905
Regatta Capital Group
California
$508K
CPIA
906
Cornell Pochily Investment Advisors
New York
$507K -$31.5K -554 -6%
CWA
907
Canvas Wealth Advisors
Kansas
$506K +$22.5K +397 +5%
CA
908
Crumly & Associates
Illinois
$505K +$265K +4,664 +112%
CCA
909
Cooper Capital Advisors
California
$504K -$344K -6,050 -41%
MC
910
Matisse Capital
Oregon
$497K +$494K +8,705 New
CFP
911
Comprehensive Financial Planning
Pennsylvania
$497K +$29.2K +514 +6%
FA
912
Fiduciary Alliance
South Carolina
$497K +$89.7K +1,579 +22%
RWP
913
Reliant Wealth Planning
Kentucky
$495K +$96.8K +1,704 +24%
National Bank of Canada
914
National Bank of Canada
Quebec, Canada
$494K -$108K -1,900 -18%
LAM
915
L2 Asset Management
Massachusetts
$493K +$142K +2,496 +41%
SA
916
Sincerus Advisory
New York
$491K +$852 +15 +0.2%
4WM
917
4J Wealth Management
Virginia
$491K +$489K +8,604 New
CB
918
Commerce Bank
Missouri
$487K +$49.4K +870 +11%
SMF
919
Sterling Manor Financial
New York
$484K -$20.5K -361 -4%
CPP
920
Capasso Planning Partners
South Carolina
$482K +$26.3K +463 +6%
RWM
921
Riverchase Wealth Management
Texas
$482K +$3.52K +62 +0.7%
LI
922
LVZ Inc
Michigan
$480K -$19.3K -340 -4%
CFS
923
CRA Financial Services
New Jersey
$480K +$142K +2,497 +42%
EP
924
Edgestream Partners
New Jersey
$480K +$477K +8,402 New
AFA
925
American Financial Advisors
Georgia
$478K -$29.1K -513 -6%

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.