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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
JWA
1151
JFS Wealth Advisors
Pennsylvania
$149K +$6.13K +108 +4%
BHWM
1152
Beaird Harris Wealth Management
Texas
$148K
MCA
1153
Midwest Capital Advisors
Michigan
$146K -$150K -2,645 -51%
MEG
1154
Millstone Evans Group
Colorado
$146K
WSC
1155
Wellington Shields & Co
New York
$143K
AW
1156
Avion Wealth
Texas
$142K +$82.8K +1,458 +141%
ACM
1157
Anfield Capital Management
California
$133K
TPCW
1158
TD Private Client Wealth
New York
$133K -$37.1K -653 -22%
SIC
1159
Salem Investment Counselors
North Carolina
$131K +$56.8K +1,000 +77%
CMA
1160
Cedar Mountain Advisors
Oregon
$129K
SHIM
1161
Stone House Investment Management
Pennsylvania
$126K +$126K +2,211 New
FDCDDQ
1162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K -$5.68K -100 -4%
LC
1163
Luminist Capital
Michigan
$121K -$4.49K -79 -4%
FC
1164
Financial Consulate
Maryland
$119K +$119K +2,088 New
HCM
1165
Hollencrest Capital Management
California
$118K -$170 -3 -0.1%
CT
1166
Coastline Trust
Rhode Island
$113K
APCM
1167
Alaska Permanent Capital Management
Alaska
$112K -$9.88K -174 -8%
CH
1168
Canton Hathaway
Rhode Island
$111K
PB
1169
Pinnacle Bancorp
Nebraska
$108K -$51.1K -900 -32%
CIA
1170
Cape Investment Advisory
Georgia
$107K -$11.4K -200 -10%
SMA
1171
Sage Mountain Advisors
Georgia
$106K
EWP
1172
Elevation Wealth Partners
California
$105K +$2.04K +36 +2%
RFP
1173
Root Financial Partners
California
$102K +$102K +1,795 New
FMII
1174
Farmers & Merchants Investments Inc
Nebraska
$97.1K
FFWM
1175
Future Financial Wealth Management
Ohio
$96.1K +$38.7K +682 +68%

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.