JEPI icon

JPMorgan Equity Premium Income ETF

1,272 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 648 increasing their positions, 416 reducing their positions, and 79 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$322M)

1.33% less ownership

Funds ownership: 44.31%42.99% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
951
Qube Research & Technologies (QRT)
United Kingdom
$404K
SL
952
Sentinus LLC
Illinois
$402K
TWM
953
Tanglewood Wealth Management
Texas
$402K
ML
954
McAdam LLC
Pennsylvania
$402K
OPWM
955
Oregon Pacific Wealth Management
Oregon
$402K
LBC
956
Leigh Baldwin & Co
New York
$398K
PFA
957
Pinnacle Family Advisors
Missouri
$397K
PGF
958
Plan Group Financial
Oklahoma
$397K
WAS
959
Winch Advisory Services
Wisconsin
$395K
CAM
960
Columbia Asset Management
Michigan
$394K
JHCP
961
Jackson Hole Capital Partners
Oklahoma
$389K
ANBT
962
American National Bank & Trust
Texas
$388K
ICM
963
IMS Capital Management
Oregon
$387K
SP
964
Stablepoint Partners
Massachusetts
$383K
CAMG
965
CWA Asset Management Group
Florida
$383K
CIA
966
Compass Ion Advisors
Pennsylvania
$382K
PPC
967
Park Place Capital
Alabama
$376K
OPCM
968
Osborne Partners Capital Management
California
$374K
WIM
969
Westside Investment Management
California
$368K
GCM
970
Gallacher Capital Management
Colorado
$368K
AA
971
Armis Advisers
Georgia
$368K
TNBTD
972
Trustmark National Bank Trust Department
Mississippi
$368K
NP
973
NorthRock Partners
Minnesota
$366K
RFA
974
Rollins Financial Advisors
New York
$365K
PCA
975
Private Capital Advisors
Connecticut
$365K