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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
SI
951
SimpliFi Inc
California
$428K +$8.4K +148 +2%
BJL
952
Brighton Jones LLC
Washington
$425K -$567K -9,981 -57%
CIA
953
Choate Investment Advisors
Massachusetts
$425K
NCM
954
Novare Capital Management
North Carolina
$423K -$289K -5,085 -41%
BBL
955
Beck Bode LLC
Massachusetts
$418K -$118K -2,079 -22%
WOSD
956
WFA of San Diego
California
$414K -$52.1K -917 -11%
SYBT
957
Stock Yards Bank & Trust
Kentucky
$413K
TC
958
TAGStone Capital
North Carolina
$412K +$3.58K +63 +0.9%
CCT
959
Capital City Trust
Florida
$406K
SEP
960
Southland Equity Partners
Missouri
$405K +$7.84K +138 +2%
Qube Research & Technologies (QRT)
961
Qube Research & Technologies (QRT)
United Kingdom
$404K -$39.4K -694 -9%
SL
962
Sentinus LLC
Illinois
$402K -$5.05K -89 -1%
TWM
963
Tanglewood Wealth Management
Texas
$402K
ML
964
McAdam LLC
Pennsylvania
$402K +$8.86K +156 +2%
OPWM
965
Oregon Pacific Wealth Management
Oregon
$402K +$9.37K +165 +2%
LBC
966
Leigh Baldwin & Co
New York
$398K +$4.03K +71 +1%
PFA
967
Pinnacle Family Advisors
Missouri
$397K -$41.3K -728 -9%
PGF
968
Plan Group Financial
Oklahoma
$397K +$965 +17 +0.2%
WAS
969
Winch Advisory Services
Wisconsin
$395K +$75.1K +1,322 +24%
CAM
970
Columbia Asset Management
Michigan
$394K -$383K -6,740 -49%
JHCP
971
Jackson Hole Capital Partners
Oklahoma
$389K +$160K +2,823 +71%
ANBT
972
American National Bank & Trust
Texas
$388K +$284K +5,000 +278%
ICM
973
IMS Capital Management
Oregon
$387K -$9.03K -159 -2%
SP
974
Stablepoint Partners
Massachusetts
$383K +$8.4K +148 +2%
CAMG
975
CWA Asset Management Group
Florida
$383K +$380K +6,700 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.