We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 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 funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
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
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Sterling Investment Counsel
New York
$30.2M
JWCA
77
J.W. Cole Advisors
Florida
$29.8M
BF
78
BOK Financial
Oklahoma
$28.5M
PCIA
79
Prime Capital Investment Advisors
Kansas
$28.4M
HAS
80
Horizon Advisory Services
New York
$28.1M
SA
81
Sanctuary Advisors
Indiana
$27.5M
Citigroup
82
Citigroup
New York
$26.9M
MT
83
Midwest Trust
Kansas
$26.7M
DC
84
Davenport & Co
Virginia
$26.6M
ACA
85
Aptus Capital Advisors
Alabama
$26.3M
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$26.3M
Lido Advisors
87
Lido Advisors
California
$26.3M
PFS
88
Prospera Financial Services
Texas
$26.1M
NYLIM
89
New York Life Investment Management
New York
$25.9M
MYIA
90
Mount Yale Investment Advisors
Colorado
$24.7M
OFS
91
Orrstown Financial Services
Pennsylvania
$24.5M
HAS
92
HBW Advisory Services
California
$24.5M
VAS
93
Vestmark Advisory Solutions
Massachusetts
$24.5M
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$23.7M
FMLI
95
Fukoku Mutual Life Insurance
Japan
$23.5M
PWMAG
96
Pinnacle Wealth Management Advisory Group
New Jersey
$23.3M
PS
97
Principal Securities
Iowa
$23.3M
CFP
98
Curran Financial Partners
South Carolina
$23M
MW
99
Melia Wealth
Oklahoma
$22.8M
APP
100
Avantax Planning Partners
Iowa
$22.4M