JEPI icon

JPMorgan Equity Premium Income ETF

1,270 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 656 increasing their positions, 407 reducing their positions, and 77 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:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$222M)

1.21% less ownership

Funds ownership: 45.4%44.2% (-1.2%)

11% less funds holding in top 10

Funds holding in top 10: 155138 (-17)

Holders
1,270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1051
Forum Financial Management
Illinois
$265K
MWG
1052
Martin Worley Group
Utah
$264K
CWM
1053
Collaborative Wealth Management
Florida
$263K
I2I
1054
Insight 2811 Inc
Illinois
$262K
OWA
1055
Outlook Wealth Advisors
Texas
$262K
NIWA
1056
New Insight Wealth Advisors
California
$260K
KWM
1057
Koa Wealth Management
California
$259K
QP
1058
Quartz Partners
New York
$258K
QFW
1059
QTR Family Wealth
Florida
$256K
VAG
1060
VisionPoint Advisory Group
Texas
$255K
AB
1061
Atlas Brown
Kentucky
$255K
GCM
1062
Gallacher Capital Management
Colorado
$255K
SCG
1063
Sonata Capital Group
Washington
$254K
RP
1064
Regal Partners
Australia
$253K
WG
1065
Welch Group
Alabama
$252K
STA
1066
Smith Thornton Advisors
Alabama
$251K
RWM
1067
RBA Wealth Management
California
$250K
KIM
1068
Kane Investment Management
California
$249K
SIA
1069
Soltis Investment Advisors
Utah
$249K
QCIG
1070
Quad-Cities Investment Group
Iowa
$248K
GEA
1071
Glen Eagle Advisors
New Jersey
$248K
NF
1072
NavPoint Financial
Minnesota
$247K
LWMNY
1073
Landmark Wealth Management (New York)
New York
$246K
RWB
1074
RMR Wealth Builders
New Jersey
$246K
CJ
1075
Caitlin John
Michigan
$244K