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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
SWA
1326
Strategies Wealth Advisors
Michigan
-$279K -4,900 Closed
MSAM
1327
Moloney Securities Asset Management
Missouri
-$276K -4,857 Closed
MWM
1328
MFG Wealth Management
Indiana
-$274K -4,820 Closed
KP
1329
Keel Point
Alabama
-$271K -4,769 Closed
Fisher Asset Management
1330
Fisher Asset Management
Washington
-$269K -4,735 Closed
OWA
1331
Outlook Wealth Advisors
Texas
-$262K -4,605 Closed
RP
1332
Regal Partners
Australia
-$253K -4,451 Closed
RWM
1333
RBA Wealth Management
California
-$250K -4,404 Closed
AA
1334
Alpha Advisors
Virginia
-$238K -4,180 Closed
EAM
1335
Evanson Asset Management
California
-$233K -4,102 Closed
ACI
1336
Alpha Cubed Investments
California
-$229K -4,035 Closed
LSA
1337
Lion Street Advisors
Texas
-$221K -3,895 Closed
ESB
1338
Essex Savings Bank
Connecticut
-$217K -3,809 Closed
BHWA
1339
Beacon Harbor Wealth Advisors
Virginia
-$214K -3,760 Closed
MWA
1340
MN Wealth Advisors
Kansas
-$213K -3,749 Closed
C
1341
Certuity
Florida
-$212K -3,738 Closed
WAM
1342
Weatherly Asset Management
California
-$212K -3,730 Closed
Millennium Management
1343
Millennium Management
New York
-$211K -3,713 Closed
WFS
1344
Walker Financial Services
Kentucky
-$209K -3,676 Closed
TCWM
1345
Total Clarity Wealth Management
Illinois
-$208K -3,664 Closed
HCA
1346
Heck Capital Advisors
Wisconsin
-$207K -3,648 Closed
KCFA
1347
Key Client Fiduciary Advisors
New Jersey
-$206K -3,628 Closed
NW
1348
Naviter Wealth
Arkansas
-$204K -3,582 Closed
OAS
1349
Optivise Advisory Services
Tennessee
-$202K -3,560 Closed
BBPWM
1350
Blue Bell Private Wealth Management
Pennsylvania
-$188K -3,298 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.