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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
CCA
1001
Corps Capital Advisors
Texas
$351K -$52.5K -925 -13%
ECA
1002
Elevate Capital Advisors
Colorado
$348K +$347K +6,102 New
MHFA
1003
Mission Hills Financial Advisory
California
$347K +$116K +2,039 +50%
NIWA
1004
New Insight Wealth Advisors
California
$343K +$81.5K +1,435 +31%
PMSA
1005
Patrick M. Sweeney & Associates
Illinois
$342K +$20.2K +356 +6%
BSSFA
1006
Baron Silver Stevens Financial Advisors
Florida
$340K -$28.4K -500 -8%
BPWM
1007
Badgley Phelps Wealth Managers
Washington
$339K -$153K -2,700 -31%
MWM
1008
Maripau Wealth Management
Indiana
$337K +$335K +5,896 New
OWM
1009
Orgel Wealth Management
Wisconsin
$336K +$46.1K +812 +16%
EWM
1010
EPG Wealth Management
Georgia
$334K +$18.8K +331 +6%
SIC
1011
Samalin Investment Counsel
New York
$334K -$114K -2,003 -25%
VWM
1012
Venturi Wealth Management
Texas
$331K +$2.9K +51 +0.9%
EFG
1013
Embree Financial Group
Illinois
$330K -$78.1K -1,375 -19%
AWM
1014
Accel Wealth Management
Iowa
$329K -$111K -1,946 -25%
WIC
1015
Woodmont Investment Counsel
Tennessee
$329K
CWA
1016
Crux Wealth Advisors
California
$328K +$6.42K +113 +2%
NAS
1017
Nicolet Advisory Services
Wisconsin
$327K +$25.7K +452 +9%
HT
1018
Headlands Technologies
Illinois
$325K
CWM
1019
Collaborative Wealth Management
Florida
$324K +$58.9K +1,037 +22%
DIA
1020
Dana Investment Advisors
Wisconsin
$324K -$15.6K -274 -5%
FFG
1021
Fortress Financial Group
Minnesota
$322K +$13.3K +235 +4%
CB
1022
Chris Bulman
California
$321K -$5.39K -95 -2%
CGA
1023
Crescent Grove Advisors
Illinois
$321K -$3.15M -55,547 -91%
CS
1024
Cannell & Spears
New York
$320K
QFA
1025
Quattro Financial Advisors
Texas
$320K

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.