We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,402 hedge funds and large institutions have $18.9B invested in JPMorgan Equity Premium Income ETF in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 718 increasing their positions, 440 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $18.1B → $18.9B (+$742M)

0% more funds holding in top 10

Funds holding in top 10: 126126 (0)

0.72% less ownership

Funds ownership: 43.81%43.09% (-0.72%)

Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$58M
Puts
$55.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1251
Beaird Harris Wealth Management
Texas
$147K
MEG
1252
Millstone Evans Group
Colorado
$145K
MCA
1253
Midwest Capital Advisors
Michigan
$144K
SHIM
1254
Stone House Investment Management
Pennsylvania
$144K
JWA
1255
JFS Wealth Advisors
Pennsylvania
$143K
HWP
1256
Highline Wealth Partners
California
$142K
WSC
1257
Wellington Shields & Co
New York
$142K
FDCDDQ
1258
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K
RMP
1259
Richards, Merrill & Peterson
Washington
$128K
SFG
1260
Strive Financial Group
Indiana
$127K
KCM
1261
KM Capital Management
Texas
$125K
IBOK
1262
Independence Bank of Kentucky
Kentucky
$122K
3IP
1263
3Chopt Investment Partners
Virginia
$121K
HCM
1264
Hollencrest Capital Management
California
$117K
MG
1265
Mather Group
Illinois
$116K
BWL
1266
Bogart Wealth LLC
Virginia
$114K
OWA
1267
Opal Wealth Advisors
New York
$114K
MCM
1268
Manchester Capital Management
Vermont
$113K
WG
1269
Wellington Group
Indiana
$112K
PB
1270
Pinnacle Bancorp
Nebraska
$108K
SMA
1271
Sage Mountain Advisors
Georgia
$105K
LC
1272
Luminist Capital
Michigan
$97.9K
PWPS
1273
Pinnacle Wealth Planning Services
Ohio
$96.6K
FMII
1274
Farmers & Merchants Investments Inc
Nebraska
$96.4K
B
1275
Bayban
Minnesota
$93K