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
TWA
1026
Talisman Wealth Advisors
New Jersey
$311K
EWP
1027
Equity Wealth Partners
Missouri
$311K
MHWM
1028
Montz Harcus Wealth Management
Louisiana
$310K
CMMS
1029
Comprehensive Money Management Services
Florida
$310K
HPC
1030
HM Payson & Co
Maine
$310K
CPA
1031
Clear Point Advisors
New York
$309K
KCIC
1032
Kuhn & Co Investment Counsel
Illinois
$308K
CCG
1033
Cypress Capital Group
Florida
$308K
GFPC
1034
Global Financial Private Client
Florida
$304K
EW
1035
Element Wealth
Mississippi
$303K
SCA
1036
STALEY CAPITAL ADVISERS
Pennsylvania
$302K
SPA
1037
Sentinel Pension Advisors
Massachusetts
$301K
SAM
1038
SP Asset Management
California
$301K
CA
1039
Carson Advisory
Georgia
$300K
AWM
1040
Able Wealth Management
New Jersey
$299K
CSPIA
1041
Cary Street Partners Investment Advisory
Virginia
$299K
MWP
1042
Meriwether Wealth & Planning
Louisiana
$298K
BAM
1043
BOS Asset Management
Illinois
$298K
VAG
1044
VisionPoint Advisory Group
Texas
$297K
NF
1045
NavPoint Financial
Minnesota
$294K
MCFP
1046
Mallini Complete Financial Planning
Florida
$292K
RDWM
1047
Red Door Wealth Management
Tennessee
$288K
SW
1048
Solidarity Wealth
Utah
$286K
ACM
1049
Adalta Capital Management
New York
$286K
WA
1050
WESPAC Advisors
California
$284K