JEPI icon

JPMorgan Equity Premium Income ETF

1,245 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
155
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.2M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CE
76
Cornerstone Enterprises
Wisconsin
$25.5M
SIM
77
Stratos Investment Management
Ohio
$25.4M
BPA
78
Beacon Pointe Advisors
California
$25.1M
MCM
79
MAI Capital Management
Ohio
$24.6M
Mariner
80
Mariner
Kansas
$24.4M
PP
81
Patten & Patten
Tennessee
$24.2M
BF
82
BOK Financial
Oklahoma
$24M
BWG
83
Beta Wealth Group
California
$23.9M
FSA
84
Financial Services Advisory
Maryland
$23.7M
SIC
85
Sterling Investment Counsel
New York
$23.7M
IWC
86
Integrated Wealth Concepts
Massachusetts
$23.6M
PS
87
Principal Securities
Iowa
$22.9M
WWM
88
Wagner Wealth Management
South Carolina
$22M
PWMAG
89
Pinnacle Wealth Management Advisory Group
New Jersey
$21.8M
TFS
90
Thoroughbred Financial Services
Tennessee
$21.5M
GL
91
Graypoint LLC
New York
$21.5M
ACM
92
Advance Capital Management
Michigan
$21.3M
TM
93
TigerOak Management
New Mexico
$21.3M
SCM
94
Steele Capital Management
Iowa
$21.1M
WA
95
Waverly Advisors
Alabama
$20.8M
OFS
96
Orrstown Financial Services
Pennsylvania
$20.7M
APP
97
Avantax Planning Partners
Iowa
$20.7M
OPS
98
Orion Portfolio Solutions
Nebraska
$20.7M
BCI
99
Brinker Capital Investments
Pennsylvania
$20.7M
CFG
100
Cooper Financial Group
California
$20.6M