JEPI icon

JPMorgan Equity Premium Income ETF

1,343 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 581 increasing their positions, 485 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$51M)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

4% less funds holding in top 10

Funds holding in top 10: 123118 (-5)

Holders
1,343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
118
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1401
Coign Capital Advisors
Utah
LWA
1402
LifeGoal Wealth Advisors
New York
RWB
1403
RMR Wealth Builders
New Jersey
RW
1404
Rede Wealth
Virginia
EBA
1405
Eagle Bay Advisors
New York
MWM
1406
MGB Wealth Management
Texas
BPAMU
1407
BTG Pactual Asset Management US
New York
PFA
1408
Pathway Financial Advisers
Indiana
SIC
1409
Salem Investment Counselors
North Carolina
APCM
1410
Alaska Permanent Capital Management
Alaska
FFWM
1411
Future Financial Wealth Management
Ohio
AT
1412
Arlington Trust
Alabama
WW
1413
Winnow Wealth
Texas
TCOV
1414
Trust Company of Vermont
Vermont
PCM
1415
Perritt Capital Management
Illinois
ETS
1416
ESL Trust Services
New York
FHC
1417
First Horizon Corporation
Tennessee
LCM
1418
Logan Capital Management
Pennsylvania
CWM
1419
Crowley Wealth Management
Delaware
GWS
1420
Glassman Wealth Services
Virginia
PIS
1421
POM Investment Strategies
North Carolina
PAG
1422
Paladin Advisory Group
Iowa
MSFP
1423
Mark Sheptoff Financial Planning
Connecticut
TRCT
1424
Tower Research Capital (TRC)
New York
NRC
1425
New Republic Capital
North Carolina