We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 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:

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
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
JFG
926
Jefferies Financial Group
New York
$559K
DA
927
Detalus Advisors
Missouri
$559K
CC
928
Clearwave Capital
California
$558K
Fisher Asset Management
929
Fisher Asset Management
Washington
$553K
SL
930
Sentinus LLC
Illinois
$551K
KFI
931
Key Financial Inc
Pennsylvania
$550K
PGWA
932
Plus Group Wealth Advisors
Wisconsin
$548K
KPWG
933
KFA Private Wealth Group
Virginia
$545K
KF
934
KKM Financial
Illinois
$542K
OCM
935
One Capital Management
California
$541K
RCG
936
Regatta Capital Group
California
$539K
EWM
937
Endowment Wealth Management
Wisconsin
$537K
QP
938
Quartz Partners
New York
$536K
FA
939
Fiduciary Alliance
South Carolina
$532K
BMCM
940
Bryn Mawr Capital Management
Pennsylvania
$529K
SWM
941
Sherman Wealth Management
Maryland
$525K
MWM
942
Maripau Wealth Management
Indiana
$524K
AIM
943
Advyzon Investment Management
Illinois
$520K
CRWM
944
Castle Rock Wealth Management
California
$519K
CWA
945
Canvas Wealth Advisors
Kansas
$518K
OAG
946
Oakmont Advisory Group
New Mexico
$518K
JC
947
JM2 Capital
Oklahoma
$517K
HPC
948
HM Payson & Co
Maine
$512K
CFP
949
Comprehensive Financial Planning
Pennsylvania
$510K
CHJWM
950
Carlton Hofferkamp & Jenks Wealth Management
Texas
$506K