JEPI icon

JPMorgan Equity Premium Income ETF

1,271 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, 647 increasing their positions, 416 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: $

less funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $18.1B → $17.8B (-$323M)

1.33% less ownership

Funds ownership: 44.31%42.98% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 139122 (-17)

Holders
1,271
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
122
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
HW
1276
Hedeker Wealth
Illinois
OPAM
1277
Ocean Park Asset Management
California
PCM
1278
Prelude Capital Management
New York
MCWA
1279
Meadow Creek Wealth Advisors
Georgia
MHS
1280
M Holdings Securities
Oregon
PP
1281
Prudential plc
United Kingdom
SCM
1282
Schnieders Capital Management
California
FFC
1283
Frederick Financial Consultants
Maryland
GA
1284
GFS Advisors
Texas
WWM
1285
Whalen Wealth Management
Nevada
GM
1286
GeoWealth Management
Illinois
CAMV
1287
Concord Asset Management (Virginia)
Virginia
WN
1288
Williams & Novak
California
YWM
1289
Yukon Wealth Management
Kansas
AFP
1290
Alpha Financial Partners
Kentucky
SIM
1291
Seaview Investment Managers
Florida
AAP
1292
Arax Advisory Partners
Colorado
ARC
1293
Advisor Resource Council
Texas
LWL
1294
Leo Wealth LLC
Texas
FCBT
1295
First Citizens Bank & Trust
North Carolina
FPCP
1296
Fort Point Capital Partners
California
SFA
1297
Souders Financial Advisors
Ohio
MAWA
1298
Moss Adams Wealth Advisors
Washington
MW
1299
Marks Wealth
Maryland
NWM
1300
Napa Wealth Management
California