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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
DF
1176
Dunhill Financial
United Kingdom
$95.3K +$15.8K +279 +20%
FGAM
1177
Financial Gravity Asset Management
Texas
$93.2K +$92.7K +1,632 New
AT
1178
Arlington Trust
Alabama
$92.2K -$50.3K -885 -35%
PC
1179
Promus Capital
Illinois
$91.4K +$90.9K +1,600 New
OIA
1180
Optimum Investment Advisors
Illinois
$91K
MA
1181
Montag & Associates
Georgia
$89.5K +$1.08K +19 +1%
AP
1182
Atwood & Palmer
Missouri
$89.5K +$75.7K +1,333 +570%
CTA
1183
Colonial Trust Advisors
South Carolina
$88.6K +$1.14K +20 +1%
PWM
1184
Peck Wealth Management
New York
$85.5K +$85K +1,497 New
BBHC
1185
Brown Brothers Harriman & Co
New York
$78.4K -$64.9K -1,143 -45%
VNA
1186
Valley National Advisers
Pennsylvania
$75K
TSMHT
1187
Thurston Springer Miller Herd & Titak
Indiana
$72.8K -$2.01M -35,395 -97%
GF
1188
GGM Financials
Ohio
$70.6K +$70.2K +1,236 New
CA
1189
Centerpoint Advisors
Massachusetts
$68K +$12.5K +220 +23%
BWL
1190
Bogart Wealth LLC
Virginia
$67.1K +$57 +1 +0.1%
NWMP
1191
Noble Wealth Management PBC
Colorado
$66.6K +$66.2K +1,166 New
HFS
1192
Hantz Financial Services
Michigan
$65K -$377K -6,642 -85%
LWMI
1193
Legacy Wealth Management (Idaho)
Idaho
$63.6K +$1.48K +26 +2%
WA
1194
Westfuller Advisors
New York
$63.2K +$62.9K +1,107 New
JFGIW
1195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63.1K
RMP
1196
Richards, Merrill & Peterson
Washington
$62.8K
NSG
1197
Nalls Sherbakoff Group
Tennessee
$62.5K +$62.2K +1,095 New
RWM
1198
Rialto Wealth Management
New York
$61.8K -$28.8K -507 -32%
WW
1199
Winnow Wealth
Texas
$61.4K +$60.1K +1,059 New
NSIM
1200
North Star Investment Management
Illinois
$60.8K +$1.19K +21 +2%

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.