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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
FFC
1301
Frederick Financial Consultants
Maryland
-$2.75M -48,303 Closed
GA
1302
GFS Advisors
Texas
-$2.65M -46,630 Closed
WWM
1303
Whalen Wealth Management
Nevada
-$2.42M -42,577 Closed
GM
1304
GeoWealth Management
Illinois
-$1.42M -25,005 Closed
CAMV
1305
Concord Asset Management (Virginia)
Virginia
-$1.34M -23,571 Closed
WN
1306
Williams & Novak
California
-$1.25M -22,033 Closed
YWM
1307
Yukon Wealth Management
Kansas
-$1.16M -20,348 Closed
AFP
1308
Alpha Financial Partners
Kentucky
-$1.15M -20,273 Closed
SIM
1309
Seaview Investment Managers
Florida
-$836K -14,697 Closed
AAP
1310
Arax Advisory Partners
Colorado
-$807K -14,204 Closed
ARC
1311
Advisor Resource Council
Texas
-$783K -13,771 Closed
LWL
1312
Leo Wealth LLC
Texas
-$766K -13,470 Closed
FCBT
1313
First Citizens Bank & Trust
North Carolina
-$636K -11,194 Closed
FPCP
1314
Fort Point Capital Partners
California
-$628K -11,051 Closed
SFA
1315
Souders Financial Advisors
Ohio
-$612K -10,758 Closed
MAWA
1316
Moss Adams Wealth Advisors
Washington
-$478K -8,402 Closed
MW
1317
Marks Wealth
Maryland
-$458K -8,050 Closed
NWM
1318
Napa Wealth Management
California
-$443K -7,786 Closed
NA
1319
Novus Advisors
South Carolina
-$438K -7,710 Closed
FPL
1320
Fortress Private Ledger
North Carolina
-$417K -7,337 Closed
M&T Bank
1321
M&T Bank
New York
-$406K -7,147 Closed
JBA
1322
Johnson Bixby & Associates
Washington
-$332K -5,844 Closed
Legacy Financial Group (Iowa)
1323
Legacy Financial Group (Iowa)
Iowa
-$330K -5,801 Closed
Vontobel Holding
1324
Vontobel Holding
Switzerland
-$314K -5,531 Closed
CIC
1325
Chilton Investment Company
Connecticut
-$302K -5,308 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.