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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
SW
1051
Solidarity Wealth
Utah
$286K
ACM
1052
Adalta Capital Management
New York
$286K +$284K +5,000 New
WA
1053
WESPAC Advisors
California
$284K +$282K +4,970 New
JLBC
1054
J.L. Bainbridge & Co
Florida
$283K -$2.33K -41 -0.8%
WWG
1055
West Wealth Group
California
$282K +$74.2K +1,307 +36%
First Trust Advisors
1056
First Trust Advisors
Illinois
$281K -$249K -4,385 -47%
WFG
1057
Wills Financial Group
Virginia
$280K -$56.6K -996 -17%
HI
1058
Hudock Inc
Pennsylvania
$279K -$57 -1 -0%
CAG
1059
Csenge Advisory Group
Florida
$279K -$192K -3,379 -41%
DCM
1060
Dudley Capital Management
Virginia
$278K +$454 +8 +0.2%
WSFS
1061
Wilmington Savings Fund Society
Delaware
$275K -$319K -5,618 -54%
SWRP
1062
Summit Wealth & Retirement Planning
California
$275K
BWM
1063
BCS Wealth Management
Tennessee
$271K -$518K -9,115 -66%
STA
1064
Smith Thornton Advisors
Alabama
$271K +$18.7K +329 +7%
AG
1065
AlTi Global
New York
$270K -$39.8K -700 -13%
RAS
1066
RPS Advisory Solutions
Kentucky
$267K -$15.2K -267 -5%
SC
1067
Sepio Capital
Utah
$264K -$46K -810 -15%
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$263K +$262K +4,611 New
I2I
1069
Insight 2811 Inc
Illinois
$263K
CCWM
1070
Cassaday & Co Wealth Management
Virginia
$262K +$260K +4,582 New
GEA
1071
Glen Eagle Advisors
New Jersey
$259K +$10.6K +187 +4%
BA
1072
Bridgewater Advisors
New York
$258K +$36.9K +650 +17%
QFW
1073
QTR Family Wealth
Florida
$257K
T
1074
Transce3nd
Texas
$257K -$4.59M -80,863 -95%
SAG
1075
SageView Advisory Group
California
$256K +$255K +4,492 New

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.