JEPI icon

JPMorgan Equity Premium Income ETF

1,378 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 586 increasing their positions, 491 reducing their positions, and 84 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:

2% more funds holding in top 10

Funds holding in top 10: 123125 (+2)

1% more capital invested

Capital invested by funds: $17.8B → $18.1B (+$265M)

0.71% more ownership

Funds ownership: 43.08%43.79% (+0.71%)

Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
125
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
HI
151
Harbour Investments
Wisconsin
$13.8M
WHG
152
Westwood Holdings Group
Texas
$13.7M
ACG
153
Allen Capital Group
Nebraska
$13.6M
William Blair & Company
154
William Blair & Company
Illinois
$13.6M
WIA
155
World Investment Advisors
California
$13.5M
TLP
156
Trinity Legacy Partners
Texas
$13.5M
MWM
157
Mosley Wealth Management
California
$13.4M
KWM
158
Kingsview Wealth Management
Oregon
$13.4M
Creative Planning
159
Creative Planning
Kansas
$13.3M
KWA
160
Kingswood Wealth Advisors
California
$13.3M
RPGNY
161
Retirement Planning Group (New York)
New York
$13.3M
RWA
162
Rooted Wealth Advisors
Illinois
$13.3M
FA
163
Fermata Advisors
California
$13.2M
UB
164
UMB Bank
Missouri
$13M
CIAS
165
Capital Investment Advisory Services
North Carolina
$12.9M
EFG
166
Everest Financial Group
Minnesota
$12.9M
LFG
167
Larson Financial Group
Missouri
$12.8M
FGG
168
Financial Guidance Group
Florida
$12.7M
CC
169
Courier Capital
New York
$12.5M
GWM
170
Geneos Wealth Management
Colorado
$12.5M
CW
171
CreativeOne Wealth
Kansas
$12.3M
FNA
172
First National Advisers
Nebraska
$12.3M
FF
173
Financial Futures
New Jersey
$12.3M
BCA
174
Bay Colony Advisors
Massachusetts
$12.3M
PF
175
Prota Financial
Texas
$12M