JEPI icon

JPMorgan Equity Premium Income ETF

1,361 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 583 increasing their positions, 489 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.8B → $18B (+$151M)

1% more funds holding in top 10

Funds holding in top 10: 123124 (+1)

0.43% more ownership

Funds ownership: 43.06%43.49% (+0.43%)

Holders
1,361
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1201
Seven Mile Advisory
New Jersey
$201K
BB
1202
Burford Brothers
Texas
$201K
C
1203
Certuity
Florida
$201K
RWP
1204
Ridgecrest Wealth Partners
California
$200K
BFS
1205
Boyer Financial Services
California
$200K
BL
1206
BFSG LLC
California
$198K
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
$187K
PTC
1208
Private Trust Company
Ohio
$174K
WSC
1209
Wellington Shields & Co
New York
$172K
CFD
1210
Creative Financial Designs
Indiana
$171K
ST
1211
Smithfield Trust
Pennsylvania
$162K
HHCP
1212
Hilton Head Capital Partners
South Carolina
$161K
HBW
1213
Hazlett, Burt & Watson
West Virginia
$161K
SSA
1214
SSA Swiss Advisors
$152K
BHWM
1215
Beaird Harris Wealth Management
Texas
$148K
MEG
1216
Millstone Evans Group
Colorado
$146K
SHIM
1217
Stone House Investment Management
Pennsylvania
$145K
JWA
1218
JFS Wealth Advisors
Pennsylvania
$144K
MCA
1219
Midwest Capital Advisors
Michigan
$144K
HWP
1220
Highline Wealth Partners
California
$143K
ACM
1221
Anfield Capital Management
California
$138K
CJ
1222
Caitlin John
Michigan
$133K
NL
1223
Navalign LLC
California
$131K
EW
1224
Elyxium Wealth
California
$130K
CMA
1225
Cedar Mountain Advisors
Oregon
$129K