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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
CI
1251
CX Institutional
Indiana
$17K -$49.1K -864 -75%
DWA
1252
Delos Wealth Advisors
Texas
$16.6K
PAG
1253
Paladin Advisory Group
Iowa
$16.6K -$1.25M -21,925 -99%
DFA
1254
DHJJ Financial Advisors
Illinois
$16K
MSFP
1255
Mark Sheptoff Financial Planning
Connecticut
$16K
SA
1256
SRH Advisors
Kansas
$16K
RPCA
1257
Running Point Capital Advisors
California
$15.8K
EWM
1258
Evolution Wealth Management
Florida
$15.2K -$8.35K -147 -36%
TRCT
1259
Tower Research Capital (TRC)
New York
$13.5K +$13.1K +230 +3,833%
RF
1260
Rossby Financial
Florida
$11.6K +$227 +4 +2%
SFC
1261
SYM Financial Corp
Indiana
$11.4K
RP
1262
Rice Partnership
Hawaii
$11.4K +$11.4K +200 New
CAM
1263
Chesapeake Asset Management
New York
$11K +$227 +4 +2%
JGIA
1264
Jackson Grant Investment Advisers
Connecticut
$10.5K +$5K +88 +92%
PWA
1265
Principia Wealth Advisory
Texas
$10.3K
NRC
1266
New Republic Capital
North Carolina
$9.48K +$9.43K +166 New
SRCM
1267
Signature Resources Capital Management
California
$8.56K
GIA
1268
GHP Investment Advisors
Colorado
$7.42K -$17.1K -302 -70%
TFA
1269
Transamerica Financial Advisors
Florida
$7.05K +$7.04K +124 New
MG
1270
Mather Group
Illinois
$6.74K +$6.7K +118 New
TCM
1271
TD Capital Management
Tennessee
$5.23K +$114 +2 +2%
CSB
1272
City State Bank
Iowa
$4.28K
MPWT
1273
MassMutual Private Wealth & Trust
Connecticut
$4.11K
VEA
1274
Virtus ETF Advisers
New York
$3.37K +$511 +9 +18%
SIS
1275
Strategic Investment Solutions
Illinois
$3.27K -$9.43K -166 -74%

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.