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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
QWM
1276
Quaker Wealth Management
New Jersey
$2.97K -$1.42K -25 -32%
WT
1277
Whittier Trust
California
$2.57K
UFPG
1278
United Financial Planning Group
New York
$2.07K +$2.04K +36 New
SA
1279
Scarborough Advisors
Maryland
$1.66K
B
1280
Birchbrook
Maine
$1.56K
BGWM
1281
Bridge Generations Wealth Management
Florida
$1.2K
MHIP
1282
Mountain Hill Investment Partners
New Jersey
$1K +$57 +1 +6%
MAM
1283
Morse Asset Management
Connecticut
$971 -$428K -7,530 -100%
HI
1284
Horizon Investments
North Carolina
$959
FFA
1285
Frazier Financial Advisors
Ohio
$954 +$965 +17 New
TIM
1286
Tortoise Investment Management
New York
$571
CAM
1287
Creekmur Asset Management
Illinois
$378 +$57 +1 +17%
MDCM
1288
Morgan Dempsey Capital Management
Wisconsin
$273 +$227 +4 +400%
MAFA
1289
MJT & Associates Financial Advisory
Minnesota
$219
GGI
1290
Godsey & Gibb Inc
Virginia
$148
BCMIO
1291
Beacon Capital Management Inc (Ohio)
Ohio
$46
MWPCG
1292
Measured Wealth Private Client Group
New Hampshire
$28
BDWCC
1293
B&D White Capital Company
Texas
-$16.3M -287,375 Closed
HW
1294
Hedeker Wealth
Illinois
-$11M -194,105 Closed
OPAM
1295
Ocean Park Asset Management
California
-$6.06M -106,094 Closed
PCM
1296
Prelude Capital Management
New York
-$5.12M -90,000 Closed
MCWA
1297
Meadow Creek Wealth Advisors
Georgia
-$4.51M -79,285 Closed
MHS
1298
M Holdings Securities
Oregon
-$3.95M -69,639 Closed
PP
1299
Prudential plc
United Kingdom
-$3.25M -57,100 Closed
SCM
1300
Schnieders Capital Management
California
-$3.09M -54,408 Closed

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.