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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
HCM
1026
Hengehold Capital Management
Ohio
$318K +$30.3K +533 +11%
LPAM
1027
Lodestar Private Asset Management
California
$313K
LMKC
1028
L.M. Kohn & Company
Ohio
$312K -$1.7K -30 -0.5%
TWA
1029
Talisman Wealth Advisors
New Jersey
$311K +$29.9K +527 +11%
EWP
1030
Equity Wealth Partners
Missouri
$311K +$309K +5,439 New
MHWM
1031
Montz Harcus Wealth Management
Louisiana
$310K -$42.1K -742 -12%
CMMS
1032
Comprehensive Money Management Services
Florida
$310K +$10.7K +188 +4%
HPC
1033
HM Payson & Co
Maine
$310K
CPA
1034
Clear Point Advisors
New York
$309K +$22.3K +392 +8%
CCG
1035
Cypress Capital Group
Florida
$308K
KCIC
1036
Kuhn & Co Investment Counsel
Illinois
$308K
GFPC
1037
Global Financial Private Client
Florida
$304K +$10.7K +189 +4%
EW
1038
Element Wealth
Mississippi
$303K +$82.9K +1,459 +38%
SCA
1039
STALEY CAPITAL ADVISERS
Pennsylvania
$302K +$3.69K +65 +1%
SPA
1040
Sentinel Pension Advisors
Massachusetts
$301K +$68.7K +1,210 +30%
SAM
1041
SP Asset Management
California
$301K +$70.6K +1,243 +31%
CA
1042
Carson Advisory
Georgia
$300K +$4.6K +81 +2%
AWM
1043
Able Wealth Management
New Jersey
$299K -$3.86K -68 -1%
CSPIA
1044
Cary Street Partners Investment Advisory
Virginia
$299K
MWP
1045
Meriwether Wealth & Planning
Louisiana
$298K -$56.5K -995 -16%
BAM
1046
BOS Asset Management
Illinois
$298K +$10.1K +178 +4%
VAG
1047
VisionPoint Advisory Group
Texas
$297K +$40K +705 +16%
NF
1048
NavPoint Financial
Minnesota
$294K +$45.3K +798 +18%
MCFP
1049
Mallini Complete Financial Planning
Florida
$292K
RDWM
1050
Red Door Wealth Management
Tennessee
$288K -$7.04K -124 -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.