JEPI icon

JPMorgan Equity Premium Income ETF

1,339 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 580 increasing their positions, 484 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1026
Meridian Financial Partners
Virginia
$352K
ECA
1027
Elevate Capital Advisors
Colorado
$351K
PP
1028
Patron Partners
Texas
$350K
PMSA
1029
Patrick M. Sweeney & Associates
Illinois
$348K
EWM
1030
EPG Wealth Management
Georgia
$347K
CWP
1031
Core Wealth Partners
California
$345K
1WM
1032
1900 Wealth Management
Texas
$344K
TR
1033
Tepp RIA
New Jersey
$344K
WFP
1034
Welch Financial Planning
Colorado
$343K
RFA
1035
Rollins Financial Advisors
New York
$339K
CWA
1036
Crux Wealth Advisors
California
$333K
GFPC
1037
Global Financial Private Client
Florida
$332K
WIC
1038
Woodmont Investment Counsel
Tennessee
$329K
FFG
1039
Fortress Financial Group
Minnesota
$329K
FCA
1040
Fortis Capital Advisors
Kansas
$328K
CMMS
1041
Comprehensive Money Management Services
Florida
$328K
CB
1042
Chris Bulman
California
$324K
IC
1043
IEQ Capital
California
$324K
HCM
1044
Hengehold Capital Management
Ohio
$322K
PFA
1045
Pinnacle Family Advisors
Missouri
$322K
QFA
1046
Quattro Financial Advisors
Texas
$320K
OC
1047
Oarsman Capital
Wisconsin
$320K
NS
1048
Northland Securities
Minnesota
$320K
MWM
1049
Mission Wealth Management
California
$319K
MHWM
1050
Montz Harcus Wealth Management
Louisiana
$317K