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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
126
SFMG Wealth Advisors
Texas
$15.6M +$766K +13,492 +5%
Creative Planning
127
Creative Planning
Kansas
$15.4M +$1.23M +21,590 +9%
CWA
128
Cascade Wealth Advisors
Washington
$15.2M +$846K +14,899 +6%
AF
129
Advisornet Financial
Minnesota
$15.2M +$1.1M +19,391 +8%
TFA
130
Tobias Financial Advisors
Florida
$15.2M +$270K +4,754 +2%
1NWS
131
1 North Wealth Services
Maryland
$15.1M +$30.7K +541 +0.2%
EFH
132
Eaton Financial Holdings
Florida
$15.1M +$629K +11,069 +4%
AF
133
Apexium Financial
Texas
$15.1M +$1.39M +24,453 +10%
MFG
134
Magnus Financial Group
New York
$15M +$25.3K +445 +0.2%
MBTD
135
Mechanics Bank - Trust Department
California
$15M -$1.96M -34,588 -12%
SCA
136
St. Clair Advisors
Ohio
$15M -$1.99M -34,977 -12%
AP
137
Appleton Partners
Massachusetts
$15M +$80.5K +1,418 +0.5%
MOS
138
MGO One Seven
Ohio
$14.9M -$3.58M -63,059 -19%
CWM
139
Centurion Wealth Management
Virginia
$14.9M +$729K +12,835 +5%
TLP
140
Trinity Legacy Partners
Texas
$14.9M +$238K +4,194 +2%
CM
141
Columbus Macro
Pennsylvania
$14.5M +$1.7M +29,933 +13%
NYLIM
142
New York Life Investment Management
New York
$14.2M +$13.8M +242,664 +3,768%
SWMP
143
Signature Wealth Management Partners
New Jersey
$14.2M +$580K +10,218 +4%
SS
144
SBI Securities
Japan
$14.1M +$394K +6,945 +3%
EPA
145
Element Pointe Advisors
Florida
$14M +$362K +6,381 +3%
WHG
146
Westwood Holdings Group
Texas
$13.8M -$35K -617 -0.3%
ACG
147
Allen Capital Group
Nebraska
$13.8M -$740K -13,030 -5%
IMC Chicago
148
IMC Chicago
Illinois
$13.7M +$13.7M +240,775 New
CAG
149
Curtis Advisory Group
California
$13.5M +$120K +2,108 +0.9%
HI
150
Harbour Investments
Wisconsin
$13.5M +$2.44M +42,962 +22%

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.