JEPI icon

JPMorgan Equity Premium Income ETF

1,282 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 109 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 (-$306M)

1.29% less ownership

Funds ownership: 44.35%43.06% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 141123 (-18)

Holders
1,282
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
MAM
1276
Morse Asset Management
Connecticut
$971
HI
1277
Horizon Investments
North Carolina
$959
FFA
1278
Frazier Financial Advisors
Ohio
$954
TIM
1279
Tortoise Investment Management
New York
$571
CAM
1280
Creekmur Asset Management
Illinois
$378
MDCM
1281
Morgan Dempsey Capital Management
Wisconsin
$273
MAFA
1282
MJT & Associates Financial Advisory
Minnesota
$219
GGI
1283
Godsey & Gibb Inc
Virginia
$148
BCMIO
1284
Beacon Capital Management Inc (Ohio)
Ohio
$46
MWPCG
1285
Measured Wealth Private Client Group
New Hampshire
$28
BDWCC
1286
B&D White Capital Company
Texas
HW
1287
Hedeker Wealth
Illinois
OPAM
1288
Ocean Park Asset Management
California
PCM
1289
Prelude Capital Management
New York
MCWA
1290
Meadow Creek Wealth Advisors
Georgia
MHS
1291
M Holdings Securities
Oregon
PP
1292
Prudential plc
United Kingdom
SCM
1293
Schnieders Capital Management
California
FFC
1294
Frederick Financial Consultants
Maryland
GA
1295
GFS Advisors
Texas
WWM
1296
Whalen Wealth Management
Nevada
GM
1297
GeoWealth Management
Illinois
CAMV
1298
Concord Asset Management (Virginia)
Virginia
WN
1299
Williams & Novak
California
YWM
1300
Yukon Wealth Management
Kansas