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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
FA
1101
Fedenia Advisers
Wisconsin
$229K +$228K +4,014 New
TA
1102
TFB Advisors
Kansas
$229K +$11.2K +197 +5%
WAS
1103
WESPAC Advisors SoCal
California
$229K +$227K +4,004 New
GLR
1104
Great Lakes Retirement
Ohio
$226K
DFA
1105
Davies Financial Advisors
California
$226K -$65.5K -1,153 -23%
MWM
1106
Maridea Wealth Management
New York
$222K +$221K +3,887 New
AWS
1107
Aspen Wealth Strategies
Colorado
$221K +$4.6K +81 +2%
KLCM
1108
KG&L Capital Management
Louisiana
$221K +$220K +3,869 New
NF
1109
Nvest Financial
New Hampshire
$220K +$2.9K +51 +1%
CHAM
1110
Clear Harbor Asset Management
Connecticut
$220K +$17K +300 +8%
DWT
1111
Dorsey & Whitney Trust
South Dakota
$220K
ALC
1112
Alexander Labrunerie & Co
Missouri
$220K +$218K +3,847 New
GRR
1113
Golden Reserve Retirement
Ohio
$219K +$217K +3,827 New
FIC
1114
Family Investment Center
Missouri
$218K +$5K +88 +2%
SAM
1115
Seelaus Asset Management
New Jersey
$217K
AIA
1116
Arbor Investment Advisors
North Carolina
$217K +$216K +3,797 New
NFG
1117
Norris Financial Group
South Carolina
$216K -$3.2M -56,266 -94%
SWMG
1118
Stillwater Wealth Management Group
Florida
$215K +$214K +3,770 New
VC
1119
Veracity Capital
Georgia
$215K +$2.84K +50 +1%
CCA
1120
Coign Capital Advisors
Utah
$215K -$314K -5,526 -60%
EAM
1121
Empirical Asset Management
Massachusetts
$213K +$3.54M +62,318 New
PPG
1122
Peak Planning Group
Colorado
$212K -$74.9K -1,319 -26%
SH
1123
SLT Holdings
Arizona
$212K
RIS
1124
Retirement Income Solutions
Michigan
$212K +$210K +3,705 New
FP
1125
Financial Perspectives
Minnesota
$211K +$20.6K +362 +11%

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.