JEPI icon

JPMorgan Equity Premium Income ETF

1,281 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, 653 increasing their positions, 418 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: $

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
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
NIWA
1001
New Insight Wealth Advisors
California
$343K
PMSA
1002
Patrick M. Sweeney & Associates
Illinois
$342K
BSSFA
1003
Baron Silver Stevens Financial Advisors
Florida
$340K
BPWM
1004
Badgley Phelps Wealth Managers
Washington
$339K
MWM
1005
Maripau Wealth Management
Indiana
$337K
OWM
1006
Orgel Wealth Management
Wisconsin
$336K
EWM
1007
EPG Wealth Management
Georgia
$334K
SIC
1008
Samalin Investment Counsel
New York
$334K
VWM
1009
Venturi Wealth Management
Texas
$331K
EFG
1010
Embree Financial Group
Illinois
$330K
AWM
1011
Accel Wealth Management
Iowa
$329K
WIC
1012
Woodmont Investment Counsel
Tennessee
$329K
CWA
1013
Crux Wealth Advisors
California
$328K
NAS
1014
Nicolet Advisory Services
Wisconsin
$327K
HT
1015
Headlands Technologies
Illinois
$325K
CWM
1016
Collaborative Wealth Management
Florida
$324K
DIA
1017
Dana Investment Advisors
Wisconsin
$324K
FFG
1018
Fortress Financial Group
Minnesota
$322K
CB
1019
Chris Bulman
California
$321K
CGA
1020
Crescent Grove Advisors
Illinois
$321K
CS
1021
Cannell & Spears
New York
$320K
QFA
1022
Quattro Financial Advisors
Texas
$320K
HCM
1023
Hengehold Capital Management
Ohio
$318K
LPAM
1024
Lodestar Private Asset Management
California
$313K
LMKC
1025
L.M. Kohn & Company
Ohio
$312K