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
HCM
1151
Hollencrest Capital Management
California
$117K
CCM
1152
Chilton Capital Management
Texas
$114K
CT
1153
Coastline Trust
Rhode Island
$113K
CH
1154
Canton Hathaway
Rhode Island
$111K
SFA
1155
Semmax Financial Advisors
North Carolina
$107K
SMA
1156
Sage Mountain Advisors
Georgia
$106K
BIG
1157
Brooklyn Investment Group
New York
$105K
ANBT
1158
American National Bank & Trust
Texas
$102K
EWP
1159
Elevation Wealth Partners
California
$102K
FMII
1160
Farmers & Merchants Investments Inc
Nebraska
$96.6K
CAM
1161
Costello Asset Management
Pennsylvania
$94.3K
OIA
1162
Optimum Investment Advisors
Illinois
$90.6K
RWM
1163
Rialto Wealth Management
New York
$90.3K
MA
1164
Montag & Associates
Georgia
$88.1K
CTA
1165
Colonial Trust Advisors
South Carolina
$87.1K
HWP
1166
Highline Wealth Partners
California
$86.3K
EC
1167
Elequin Capital
New York
$80.6K
DF
1168
Dunhill Financial
United Kingdom
$79K
VNA
1169
Valley National Advisers
Pennsylvania
$74K
SIC
1170
Salem Investment Counselors
North Carolina
$73.5K
BWL
1171
Bogart Wealth LLC
Virginia
$66.7K
CI
1172
CX Institutional
Indiana
$66K
JFGIW
1173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K
RMP
1174
Richards, Merrill & Peterson
Washington
$62.5K
LWMI
1175
Legacy Wealth Management (Idaho)
Idaho
$61.9K