JEPI icon

JPMorgan Equity Premium Income ETF

1,281 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 654 increasing their positions, 417 reducing their positions, and 79 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 call options, than puts

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

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$307M)

1.29% less ownership

Funds ownership: 44.34%43.05% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
123
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.1M
Puts
$35.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
1251
Tower Research Capital (TRC)
New York
$13.5K
RF
1252
Rossby Financial
Florida
$11.6K
SFC
1253
SYM Financial Corp
Indiana
$11.4K
RP
1254
Rice Partnership
Hawaii
$11.4K
CAM
1255
Chesapeake Asset Management
New York
$11K
JGIA
1256
Jackson Grant Investment Advisers
Connecticut
$10.5K
PWA
1257
Principia Wealth Advisory
Texas
$10.3K
NRC
1258
New Republic Capital
North Carolina
$9.48K
SRCM
1259
Signature Resources Capital Management
California
$8.56K
GIA
1260
GHP Investment Advisors
Colorado
$7.42K
TFA
1261
Transamerica Financial Advisors
Florida
$7.05K
MG
1262
Mather Group
Illinois
$6.74K
TCM
1263
TD Capital Management
Tennessee
$5.23K
CSB
1264
City State Bank
Iowa
$4.28K
MPWT
1265
MassMutual Private Wealth & Trust
Connecticut
$4.11K
VEA
1266
Virtus ETF Advisers
New York
$3.37K
SIS
1267
Strategic Investment Solutions
Illinois
$3.27K
QWM
1268
Quaker Wealth Management
New Jersey
$2.97K
WT
1269
Whittier Trust
California
$2.57K
UFPG
1270
United Financial Planning Group
New York
$2.07K
SA
1271
Scarborough Advisors
Maryland
$1.66K
B
1272
Birchbrook
Maine
$1.56K
BGWM
1273
Bridge Generations Wealth Management
Florida
$1.2K
MHIP
1274
Mountain Hill Investment Partners
New Jersey
$1K
MAM
1275
Morse Asset Management
Connecticut
$971