JEPI icon

JPMorgan Equity Premium Income ETF

1,257 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 647 increasing their positions, 406 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+14
Holders Change %
+1.13%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
647
Reduced
406
Closed
76
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
1026
Talisman Wealth Advisors
New Jersey
$280K +$6.31K +111 +2%
SWA
1027
Strategies Wealth Advisors
Michigan
$279K +$6.99K +123 +3%
HI
1028
Hudock Inc
Pennsylvania
$278K +$15.7K +276 +6%
MF
1029
Meridian Financial
Massachusetts
$277K +$277K +4,880 New
DCM
1030
Dudley Capital Management
Virginia
$277K -$2.84K -50 -1%
AFAS
1031
Acorn Financial Advisory Services
Virginia
$277K +$35.2K +619 +15%
MSAM
1032
Moloney Securities Asset Management
Missouri
$276K +$276K +4,857 New
TPW
1033
Talon Private Wealth
Florida
$274K +$6.54K +115 +2%
MWM
1034
MFG Wealth Management
Indiana
$274K -$64.5K -1,134 -19%
SWRP
1035
Summit Wealth & Retirement Planning
California
$273K -$5.12K -90 -2%
KP
1036
Keel Point
Alabama
$271K +$271K +4,769 New
Fisher Asset Management
1037
Fisher Asset Management
Washington
$269K -$142K -2,497 -35%
ACA
1038
Atlas Capital Advisors
Wyoming
$266K +$284 +5 +0.1%
FFM
1039
Forum Financial Management
Illinois
$265K +$12K +211 +5%
MWG
1040
Martin Worley Group
Utah
$264K
CWM
1041
Collaborative Wealth Management
Florida
$263K +$263K +4,633 New
I2I
1042
Insight 2811 Inc
Illinois
$262K -$2.84K -50 -1%
OWA
1043
Outlook Wealth Advisors
Texas
$262K
NIWA
1044
New Insight Wealth Advisors
California
$260K +$260K +4,567 New
KWM
1045
Koa Wealth Management
California
$259K +$14.2K +249 +6%
QP
1046
Quartz Partners
New York
$258K +$258K +4,540 New
QFW
1047
QTR Family Wealth
Florida
$256K
VAG
1048
VisionPoint Advisory Group
Texas
$255K -$2.27K -40 -0.9%
AB
1049
Atlas Brown
Kentucky
$255K +$2.79K +49 +1%
GCM
1050
Gallacher Capital Management
Colorado
$255K +$2.45K +43 +1%