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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
OWA
1351
Opal Wealth Advisors
New York
-$119K -2,097 Closed
CCM
1352
Chilton Capital Management
Texas
-$114K -2,000 Closed
BIG
1353
Brooklyn Investment Group
New York
-$105K -1,844 Closed
CAM
1354
Costello Asset Management
Pennsylvania
-$94.3K -1,660 Closed
EC
1355
Elequin Capital
New York
-$80.6K -1,418 Closed
BCMLT
1356
Beacon Capital Management LLC (Tennessee)
Tennessee
-$47.4K -833 Closed
GIM
1357
Glenmede Investment Management
Pennsylvania
-$47.2K -830 Closed
PSFG
1358
Park Square Financial Group
Georgia
-$39.8K -700 Closed
FFO
1359
Fortitude Family Office
Arizona
-$36.4K -641 Closed
SC
1360
SouthState Corp
Florida
-$29.8K -525 Closed
ADL
1361
Asset Dedication LLC
California
-$27.9K -490 Closed
BCWM
1362
Bartlett & Co Wealth Management
Ohio
-$25.5K -448 Closed
MBFW
1363
Morton Brown Family Wealth
Pennsylvania
-$23.2K -408 Closed
RAM
1364
Riggs Asset Management
Pennsylvania
-$23.1K -407 Closed
GBT
1365
Grove Bank & Trust
Florida
-$22.7K -400 Closed
OA
1366
Operose Advisors
Wisconsin
-$20.1K -354 Closed
CWM
1367
Consultiva Wealth Management
Puerto Rico
-$19.9K -350 Closed
NRG
1368
Nemes Rush Group
Michigan
-$7.22K -127 Closed
TPWA
1369
Twin Peaks Wealth Advisors
California
-$5.64K -100 Closed
FLFS
1370
Family Legacy Financial Solutions
North Carolina
-$2.25K -39 Closed
DJSG
1371
D.J. St. Germain
Massachusetts
-$30 -1 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.