We are live on ! Find out more
JEPI icon

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
CIA
976
Compass Ion Advisors
Pennsylvania
$382K -$228K -4,023 -38%
PPC
977
Park Place Capital
Alabama
$376K
OPCM
978
Osborne Partners Capital Management
California
$374K
WIM
979
Westside Investment Management
California
$368K
GCM
980
Gallacher Capital Management
Colorado
$368K +$112K +1,971 +44%
AA
981
Armis Advisers
Georgia
$368K -$43.8K -771 -11%
TNBTD
982
Trustmark National Bank Trust Department
Mississippi
$368K -$56.8K -1,000 -13%
NP
983
NorthRock Partners
Minnesota
$366K +$364K +6,402 New
RFA
984
Rollins Financial Advisors
New York
$365K -$19.3K -340 -5%
PCA
985
Private Capital Advisors
Connecticut
$365K
TR
986
Tepp RIA
New Jersey
$364K +$362K +6,372 New
AW
987
Alteri Wealth
California
$363K +$8.63K +152 +2%
AA
988
Argent Advisors
Louisiana
$363K
HSWM
989
Hubbell Strickland Wealth Management
Louisiana
$362K +$6.25K +110 +2%
IAS
990
Integrity Advisory Solutions
Texas
$361K +$359K +6,325 New
M1FG
991
Mach-1 Financial Group
Arkansas
$361K +$359K +6,325 New
HWP
992
Highline Wealth Partners
California
$359K +$271K +4,770 +314%
WLPWM
993
Walled Lake Planning & Wealth Management
Illinois
$358K -$105K -1,844 -23%
S
994
SignatureFD
Georgia
$358K -$111K -1,959 -24%
LWMM
995
Legacy Wealth Management (Mississippi)
Mississippi
$358K +$356K +6,267 New
WMP
996
Wealth Management Partners
Arizona
$357K +$42.6K +750 +14%
CFG
997
Certior Financial Group
Pennsylvania
$357K +$355K +6,244 New
B
998
Bailard
California
$356K +$55.4K +976 +19%
PGFC
999
Peapack-Gladstone Financial Corp
New Jersey
$356K +$136K +2,400 +62%
1WM
1000
1900 Wealth Management
Texas
$352K -$5.51K -97 -2%

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.