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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
RWP
1126
Ridgecrest Wealth Partners
California
$208K
FF
1127
Friday Financial
Iowa
$207K
3IP
1128
3Chopt Investment Partners
Virginia
$207K +$1.93K +34 +0.9%
LFG
1129
Leverty Financial Group
Wisconsin
$206K -$27.1K -478 -12%
LWA
1130
LifeGoal Wealth Advisors
New York
$206K -$11K -194 -5%
WIA
1131
Wetzel Investment Advisors
Indiana
$205K +$204K +3,591 New
KFG
1132
Kelly Financial Group
Connecticut
$204K +$203K +3,575 New
RWB
1133
RMR Wealth Builders
New Jersey
$204K -$42.6K -750 -17%
RBC
1134
Roble Belko & Company
Pennsylvania
$203K +$2.78K +49 +1%
MQWP
1135
Morey & Quinn Wealth Partners
Nebraska
$203K -$7.84K -138 -4%
SMA
1136
Seven Mile Advisory
New Jersey
$201K +$200K +3,520 New
BB
1137
Burford Brothers
Texas
$201K +$200K +3,518 New
EBA
1138
Eagle Bay Advisors
New York
$200K +$199K +3,509 New
RW
1139
Rede Wealth
Virginia
$200K +$199K +3,509 New
BL
1140
BFSG LLC
California
$197K -$5.68K -100 -3%
MWM
1141
MGB Wealth Management
Texas
$188K -$28.4K -500 -13%
BPAMU
1142
BTG Pactual Asset Management US
New York
$185K +$154K +2,719 +504%
PTC
1143
Private Trust Company
Ohio
$174K -$22K -388 -11%
MWA
1144
Medallion Wealth Advisors
Connecticut
$173K +$19.8K +348 +13%
HBW
1145
Hazlett, Burt & Watson
West Virginia
$168K -$19.3K -340 -10%
CFD
1146
Creative Financial Designs
Indiana
$167K -$6.82K -120 -4%
ST
1147
Smithfield Trust
Pennsylvania
$161K
PFA
1148
Pathway Financial Advisers
Indiana
$153K +$152K +2,681 New
SSA
1149
SSA Swiss Advisors
$152K
PWA
1150
Physician Wealth Advisors
Utah
$151K +$141K +2,475 +1,431%

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.