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
FGC
1126
Financial Gravity Companies
Texas
$199K
RBC
1127
Roble Belko & Company
Pennsylvania
$199K
PTC
1128
Private Trust Company
Ohio
$195K
FP
1129
Financial Perspectives
Minnesota
$190K
BBPWM
1130
Blue Bell Private Wealth Management
Pennsylvania
$188K
HBW
1131
Hazlett, Burt & Watson
West Virginia
$186K
CFD
1132
Creative Financial Designs
Indiana
$173K
TPCW
1133
TD Private Client Wealth
New York
$169K
ST
1134
Smithfield Trust
Pennsylvania
$160K
PB
1135
Pinnacle Bancorp
Nebraska
$159K
SSA
1136
SSA Swiss Advisors
$152K
BHWM
1137
Beaird Harris Wealth Management
Texas
$147K
MEG
1138
Millstone Evans Group
Colorado
$145K
BBHC
1139
Brown Brothers Harriman & Co
New York
$143K
JWA
1140
JFS Wealth Advisors
Pennsylvania
$142K
WSC
1141
Wellington Shields & Co
New York
$142K
AT
1142
Arlington Trust
Alabama
$142K
ACM
1143
Anfield Capital Management
California
$132K
FDCDDQ
1144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
CMA
1145
Cedar Mountain Advisors
Oregon
$128K
FHA
1146
First Horizon Advisors
Tennessee
$126K
LC
1147
Luminist Capital
Michigan
$125K
APCM
1148
Alaska Permanent Capital Management
Alaska
$122K
OWA
1149
Opal Wealth Advisors
New York
$119K
CIA
1150
Cape Investment Advisory
Georgia
$118K