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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
SFG
926
Shum Financial Group
California
$477K +$475K +8,360 New
MWM
927
Modera Wealth Management
New Jersey
$476K -$51.1K -900 -10%
RIA
928
Realta Investment Advisors
Delaware
$476K +$119K +2,093 +33%
VCM
929
Vivaldi Capital Management
Illinois
$476K -$17.3K -305 -4%
BIG
930
Brookwood Investment Group
Arizona
$476K -$1.27M -22,365 -73%
NB
931
NBT Bank
New York
$475K -$54.2K -955 -11%
TF
932
Tompkins Financial
New York
$471K +$18.6K +328 +4%
QWM
933
Quadcap Wealth Management
Texas
$471K -$121K -2,127 -21%
FWA
934
FSC Wealth Advisors
New York
$469K +$63.3K +1,115 +16%
GI
935
GAMMA Investing
California
$467K -$1.04M -18,235 -69%
SEA
936
Stegent Equity Advisors
Texas
$466K -$568 -10 -0.1%
PWAM
937
Private Wealth Asset Management
Iowa
$461K +$4.26K +75 +0.9%
VFA
938
Valeo Financial Advisors
Indiana
$458K +$174K +3,062 +62%
BWG
939
Beta Wealth Group
California
$454K -$14M -247,229 -97%
CWA
940
Consilium Wealth Advisory
Texas
$452K +$2.21K +39 +0.5%
ATS
941
Ashton Thomas Securities
New York
$450K -$484K -8,525 -52%
PNC
942
Park National Corp
Ohio
$443K +$136K +2,391 +45%
HFRG
943
Houlihan Financial Resource Group
Virginia
$441K -$66.7K -1,175 -13%
AI
944
Accredited Investors
Minnesota
$440K +$6.87K +121 +2%
WFPG
945
Waller Financial Planning Group
Ohio
$437K +$56.8K +1,000 +15%
TYCC
946
Texas Yale Capital Corp
Florida
$437K +$85.2K +1,500 +24%
TDC
947
Thompson Davis & Co
Virginia
$433K -$283K -4,989 -40%
MWM
948
Mission Wealth Management
California
$432K -$861K -15,170 -67%
FSBI
949
Fearless Solutions (Best Invest)
Texas
$430K -$1.87K -33 -0.4%
LWM
950
Liberty Wealth Management
California
$430K +$427K +7,527 New

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.