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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
POIA
1226
Pin Oak Investment Advisors
Texas
$29.9K +$1.31K +23 +5%
DSC
1227
Duncker Streett & Co
Missouri
$29.7K +$1.42K +25 +5%
FMP
1228
Financial Management Professionals
Texas
$28.2K +$511 +9 +2%
MWA
1229
Miller Wealth Advisors
Colorado
$27.9K -$4.09K -72 -13%
BOJHT
1230
Bank of Jackson Hole Trust
Wyoming
$27.6K
GTAM
1231
Global Trust Asset Management
Florida
$27.1K
CAM
1232
Clarity Asset Management
Iowa
$25.1K +$511 +9 +2%
AWM
1233
Abound Wealth Management
Tennessee
$23.3K
CWIG
1234
Chung Wu Investment Group
Texas
$22.8K -$2.02M -35,522 -99%
AWM
1235
Angeles Wealth Management
California
$22.8K
Q1WB
1236
Quest 10 Wealth Builders
Virginia
$22.8K
GWS
1237
Glassman Wealth Services
Virginia
$22.8K +$22.7K +400 New
SL
1238
Salomon & Ludwin
Virginia
$22.8K
CFS
1239
Compass Financial Services
Iowa
$22.6K
FCT
1240
First Community Trust
Iowa
$21.4K +$12.9K +228 +156%
PAI
1241
Pittenger & Anderson Inc
Nebraska
$20.7K +$20.6K +362 New
1IA
1242
1620 Investment Advisors
Massachusetts
$20.6K
RMC
1243
Resources Management Corp
Connecticut
$20K
PIS
1244
POM Investment Strategies
North Carolina
$20K +$19.9K +350 New
IW
1245
Imprint Wealth
South Carolina
$19.5K +$19.4K +341 New
AP
1246
Aspect Partners
Virginia
$19.4K
PPA
1247
Painted Porch Advisors
California
$18.4K +$398 +7 +2%
DWM
1248
Dogwood Wealth Management
Kansas
$18.2K +$227 +4 +1%
WP
1249
WealthShield Partners
North Carolina
$18K
GPFA
1250
Game Plan Financial Advisors
Ohio
$17.1K

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.