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
EFG
951
Embree Financial Group
Illinois
$407K
M&T Bank
952
M&T Bank
New York
$406K
SL
953
Sentinus LLC
Illinois
$406K
XT
954
XTX Topco
Cayman Islands
$405K
FA
955
Fiduciary Alliance
South Carolina
$405K
CCT
956
Capital City Trust
Florida
$404K
FWA
957
FSC Wealth Advisors
New York
$404K
CCA
958
Corps Capital Advisors
Texas
$402K
TC
959
TAGStone Capital
North Carolina
$401K
APW
960
Atlantic Private Wealth
North Carolina
$400K
TWM
961
Tanglewood Wealth Management
Texas
$400K
SEP
962
Southland Equity Partners
Missouri
$396K
RWP
963
Reliant Wealth Planning
Kentucky
$396K
ICM
964
IMS Capital Management
Oregon
$394K
PGF
965
Plan Group Financial
Oklahoma
$394K
LBC
966
Leigh Baldwin & Co
New York
$392K
ML
967
McAdam LLC
Pennsylvania
$391K
OPWM
968
Oregon Pacific Wealth Management
Oregon
$391K
PAM
969
PVG Asset Management
Colorado
$390K
RFA
970
Rollins Financial Advisors
New York
$383K
ACM
971
Aurdan Capital Management
Pennsylvania
$381K
WFPG
972
Waller Financial Planning Group
Ohio
$378K
PPC
973
Park Place Capital
Alabama
$374K
SP
974
Stablepoint Partners
Massachusetts
$373K
SAF
975
Smith Anglin Financial
Texas
$373K