We are live on ! Find out more
JEPI icon

JPMorgan Equity Premium Income ETF

1,380 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 587 increasing their positions, 491 reducing their positions, and 84 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:

2% more funds holding in top 10

Funds holding in top 10: 124126 (+2)

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$267M)

0.71% more ownership

Funds ownership: 43.1%43.81% (+0.71%)

Holders
1,380
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
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1251
Elevation Wealth Partners
California
$107K
SMA
1252
Sage Mountain Advisors
Georgia
$106K
FMII
1253
Farmers & Merchants Investments Inc
Nebraska
$101K
LC
1254
Luminist Capital
Michigan
$101K
EI
1255
eCIO Inc
Wisconsin
$97.1K
RFP
1256
Root Financial Partners
California
$95K
B
1257
Bayban
Minnesota
$93.9K
DF
1258
Dunhill Financial
United Kingdom
$91.7K
MA
1259
Montag & Associates
Georgia
$91.5K
GWSA
1260
Global Wealth Strategies & Associates
Colorado
$90.2K
CTA
1261
Colonial Trust Advisors
South Carolina
$90K
PWM
1262
Peck Wealth Management
New York
$85.9K
ANBT
1263
American National Bank & Trust
Texas
$85.9K
CI
1264
CX Institutional
Indiana
$85K
CA
1265
Centerpoint Advisors
Massachusetts
$83K
BBHC
1266
Brown Brothers Harriman & Co
New York
$78.6K
VNA
1267
Valley National Advisers
Pennsylvania
$75K
Russell Investments Group
1268
Russell Investments Group
United Kingdom
$70.2K
BWL
1269
Bogart Wealth LLC
Virginia
$67.3K
WA
1270
Westfuller Advisors
New York
$65K
LGWM
1271
Litman Gregory Wealth Management
California
$64.3K
HFS
1272
Hantz Financial Services
Michigan
$64K
RMP
1273
Richards, Merrill & Peterson
Washington
$63K
OSAM
1274
O'Shaughnessy Asset Management
Connecticut
$62.8K
NSG
1275
Nalls Sherbakoff Group
Tennessee
$62.7K