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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
CSC
1201
Caldwell Sutter Capital
California
$58.1K +$1.42K +25 +3%
CTC
1202
Cetera Trust Company
Minnesota
$57.1K
PP
1203
Pacifica Partners
Canada
$56.9K
TC
1204
Truvestments Capital
Florida
$56.8K +$57 +1 +0.1%
OSAM
1205
O'Shaughnessy Asset Management
Connecticut
$54.8K +$28.6K +504 +111%
TCOV
1206
Trust Company of Vermont
Vermont
$53.7K
SWA
1207
SOA Wealth Advisors
New York
$50.4K
VFM
1208
Vision Financial Markets
Connecticut
$49.7K +$965 +17 +2%
PCM
1209
Perritt Capital Management
Illinois
$49.5K +$1.02K +18 +2%
VWWMG
1210
Vermillion & White Wealth Management Group
Pennsylvania
$48.8K +$2.44K +43 +5%
Russell Investments Group
1211
Russell Investments Group
United Kingdom
$46.3K +$1.7K +30 +4%
FFA
1212
Founders Financial Alliance
North Carolina
$46.2K +$37.4K +658 +439%
CCC
1213
Chelsea Counsel Company
California
$46K -$237K -4,174 -84%
UB
1214
UMB Bank
Missouri
$45.7K +$22.7K +400 +100%
AT
1215
Avalon Trust
New Mexico
$45.7K +$45.4K +800 New
BLC
1216
Brown, Lisle/Cummings
Rhode Island
$44.9K
CPG
1217
Cornerstone Planning Group
New Jersey
$44.7K +$5.74K +101 +15%
ETS
1218
ESL Trust Services
New York
$42.8K +$42.6K +750 New
FRA
1219
Front Row Advisors
California
$40.3K
Fidelity Investments
1220
Fidelity Investments
Massachusetts
$40.1K +$25.4K +448 +176%
FHC
1221
First Horizon Corporation
Tennessee
$40K +$39.8K +700 New
AA
1222
Addison Advisors
Vermont
$37.1K +$36.9K +650 New
VWA
1223
VSM Wealth Advisory
Maryland
$33.6K +$15.3K +269 +84%
LCM
1224
Logan Capital Management
Pennsylvania
$32.9K +$32.7K +576 New
CWM
1225
Crowley Wealth Management
Delaware
$31.4K

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,619 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.