JEPI icon

JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1101
First Trust Advisors
Illinois
$281K
ZI
1102
ZEGA Investments
Florida
$280K
FI
1103
Finivi Inc
Massachusetts
$280K
HKIMG
1104
Hutchens & Kramer Investment Management Group
Indiana
$280K
EW
1105
Element Wealth
Mississippi
$280K
DCM
1106
Dudley Capital Management
Virginia
$279K
PCA
1107
Private Capital Advisors
Connecticut
$276K
SWRP
1108
Summit Wealth & Retirement Planning
California
$275K
STA
1109
Smith Thornton Advisors
Alabama
$275K
T
1110
Transce3nd
Texas
$274K
AAS
1111
Annex Advisory Services
Wisconsin
$273K
GCM
1112
Gallacher Capital Management
Colorado
$273K
AG
1113
AlTi Global
New York
$273K
WFG
1114
Wills Financial Group
Virginia
$270K
MWP
1115
Meriwether Wealth & Planning
Louisiana
$268K
WIA
1116
Wetzel Investment Advisors
Indiana
$267K
BA
1117
Bridgewater Advisors
New York
$267K
QFW
1118
QTR Family Wealth
Florida
$266K
AWM
1119
Able Wealth Management
New Jersey
$264K
PWA
1120
Physician Wealth Advisors
Utah
$261K
RAS
1121
RPS Advisory Solutions
Kentucky
$260K
CAMG
1122
CWA Asset Management Group
Florida
$259K
EWA
1123
Exencial Wealth Advisors
Oklahoma
$259K
BSSFA
1124
Baron Silver Stevens Financial Advisors
Florida
$258K
FFM
1125
Forum Financial Management
Illinois
$257K