JEPI icon

JPMorgan Equity Premium Income ETF

1,256 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, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% 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
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
1051
Regal Partners
Australia
$253K +$253K +4,451 New
WG
1052
Welch Group
Alabama
$252K +$739 +13 +0.3%
STA
1053
Smith Thornton Advisors
Alabama
$251K -$15K -263 -6%
RWM
1054
RBA Wealth Management
California
$250K -$13.5K -237 -5%
KIM
1055
Kane Investment Management
California
$249K -$546K -9,596 -69%
SIA
1056
Soltis Investment Advisors
Utah
$249K +$16.7K +293 +7%
QCIG
1057
Quad-Cities Investment Group
Iowa
$248K +$4.66K +82 +2%
GEA
1058
Glen Eagle Advisors
New Jersey
$248K +$14.4K +253 +6%
NF
1059
NavPoint Financial
Minnesota
$247K +$6.03K +106 +2%
LWMNY
1060
Landmark Wealth Management (New York)
New York
$246K +$4.9K +86 +2%
RWB
1061
RMR Wealth Builders
New Jersey
$246K -$45.8K -806 -16%
CJ
1062
Caitlin John
Michigan
$244K +$11.1K +195 +5%
PP
1063
Patron Partners
Texas
$243K
EMAM
1064
Encompass More Asset Management
California
$239K -$13K -229 -5%
CA
1065
Crumly & Associates
Illinois
$238K +$238K +4,178 New
EAM
1066
Evanson Asset Management
California
$233K +$233K +4,102 New
LFG
1067
Leverty Financial Group
Wisconsin
$232K +$232K +4,088 New
FFG
1068
Fortem Financial Group
California
$232K
SPA
1069
Sentinel Pension Advisors
Massachusetts
$231K -$4.26K -75 -2%
SAS
1070
Sage Advisory Services
Texas
$230K +$14.5K +254 +7%
MHFA
1071
Mission Hills Financial Advisory
California
$230K +$230K +4,040 New
ACI
1072
Alpha Cubed Investments
California
$229K +$229K +4,035 New
SAM
1073
SP Asset Management
California
$229K +$5.06K +89 +2%
JHCP
1074
Jackson Hole Capital Partners
Oklahoma
$227K +$19.9K +350 +10%
GLR
1075
Great Lakes Retirement
Ohio
$225K