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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
EWA
1076
Exencial Wealth Advisors
Oklahoma
$256K +$31.3K +552 +14%
AB
1077
Atlas Brown
Kentucky
$256K +$568 +10 +0.2%
SCG
1078
Sonata Capital Group
Washington
$255K +$341 +6 +0.1%
MFG
1079
Midwest Financial Group
Kansas
$254K +$253K +4,452 New
WG
1080
Welch Group
Alabama
$254K +$625 +11 +0.2%
QCIG
1081
Quad-Cities Investment Group
Iowa
$253K +$3.75K +66 +2%
NA
1082
Nautilus Advisors
California
$252K -$231K -4,071 -48%
CJ
1083
Caitlin John
Michigan
$250K +$4.77K +84 +2%
PP
1084
Patron Partners
Texas
$250K +$5.68K +100 +2%
OC
1085
Oarsman Capital
Wisconsin
$247K +$246K +4,332 New
LWMNY
1086
Landmark Wealth Management (New York)
New York
$247K +$341 +6 +0.1%
PM
1087
Penbrook Management
New York
$247K -$292K -5,150 -54%
RZH
1088
Relyea Zuckerberg Hanson
Connecticut
$246K +$245K +4,315 New
BBA
1089
BLB&B Advisors
Pennsylvania
$244K -$104K -1,830 -30%
EMAM
1090
Encompass More Asset Management
California
$243K +$3.12K +55 +1%
KIM
1091
Kane Investment Management
California
$241K -$8.86K -156 -4%
KWM
1092
Koa Wealth Management
California
$241K -$18.9K -333 -7%
HKIMG
1093
Hutchens & Kramer Investment Management Group
Indiana
$237K +$235K +4,143 New
SAS
1094
Sage Advisory Services
Texas
$236K +$5.51K +97 +2%
FFG
1095
Fortem Financial Group
California
$233K
FFM
1096
Forum Financial Management
Illinois
$232K -$33.7K -593 -13%
MMA
1097
Miracle Mile Advisors
California
$232K +$230K +4,058 New
PWM
1098
Palacios Wealth Management
Florida
$232K -$130K -2,297 -36%
FNT
1099
First National Trust
Pennsylvania
$231K +$230K +4,043 New
PWPS
1100
Pinnacle Wealth Planning Services
Ohio
$230K +$229K +4,031 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.