We are live on ! Find out more
JEPI icon

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
DAS
151
Dynamic Advisor Solutions
Arizona
$13.3M -$568K -9,995 -4%
RCM
152
Requisite Capital Management
Texas
$13.3M +$333K +5,858 +3%
PWM
153
Prentice Wealth Management
New York
$13.3M +$330K +5,816 +3%
DADC
154
D.A. Davidson & Co
Montana
$13.2M +$1.27M +22,301 +11%
William Blair & Company
155
William Blair & Company
Illinois
$13.1M +$982K +17,284 +8%
FA
156
Fermata Advisors
California
$13.1M +$721K +12,699 +6%
SF
157
Summit Financial
New Jersey
$13M +$12.9M +227,244 New
CW
158
CreativeOne Wealth
Kansas
$12.9M +$629K +11,083 +5%
FNA
159
First National Advisers
Nebraska
$12.8M +$458K +8,057 +4%
PFPT
160
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.5M -$239K -4,205 -2%
CAM
161
Cresset Asset Management
Illinois
$12.3M -$3.98M -70,074 -24%
BCA
162
Bay Colony Advisors
Massachusetts
$12.3M +$862K +15,186 +8%
CC
163
Courier Capital
New York
$12.2M +$193K +3,404 +2%
WIA
164
World Investment Advisors
California
$12M +$567K +9,976 +5%
LFG
165
Larson Financial Group
Missouri
$12M +$1.12M +19,717 +10%
FF
166
Financial Futures
New Jersey
$12M +$269K +4,741 +2%
GWANC
167
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M -$1.74M -30,716 -13%
IAIM
168
International Assets Investment Management
Florida
$11.6M
PCIA
169
Prime Capital Investment Advisors
Kansas
$11.4M -$1.76M -31,045 -13%
CCP
170
Cassia Capital Partners
North Carolina
$11.4M +$120K +2,109 +1%
Cerity Partners
171
Cerity Partners
New York
$11.3M +$663K +11,678 +6%
Wealthfront Advisers
172
Wealthfront Advisers
California
$11.3M +$1.09M +19,133 +11%
SFP
173
Sandbox Financial Partners
Maryland
$11.3M -$469K -8,250 -4%
RPGNY
174
Retirement Planning Group (New York)
New York
$11.3M +$1.4M +24,618 +14%
VWA
175
Visionary Wealth Advisors
Illinois
$11.2M -$641K -11,293 -5%

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.