JEPI icon

JPMorgan Equity Premium Income ETF

1,274 hedge funds and large institutions have $18.1B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 659 increasing their positions, 408 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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 funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $17.9B → $18.1B (+$226M)

1.2% less ownership

Funds ownership: 45.52%44.32% (-1.2%)

10% less funds holding in top 10

Funds holding in top 10: 156140 (-16)

Holders
1,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$47.7M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
176
Wedbush Securities
California
$12M
CC
177
Courier Capital
New York
$11.9M
DADC
178
D.A. Davidson & Co
Montana
$11.8M
VWA
179
Visionary Wealth Advisors
Illinois
$11.8M
SFP
180
Sandbox Financial Partners
Maryland
$11.7M
SPC
181
Sigma Planning Corp
Michigan
$11.7M
FF
182
Financial Futures
New Jersey
$11.6M
IAIM
183
International Assets Investment Management
Florida
$11.6M
SNB
184
Security National Bank
Nebraska
$11.4M
WIA
185
World Investment Advisors
California
$11.4M
CFO
186
CVA Family Office
Colorado
$11.4M
FMI
187
F/M Investments
District of Columbia
$11.4M
BCA
188
Bay Colony Advisors
Massachusetts
$11.3M
CCP
189
Cassia Capital Partners
North Carolina
$11.2M
HW
190
Hedeker Wealth
Illinois
$11M
CL
191
Choreo LLC
Illinois
$11M
FGG
192
Financial Guidance Group
Florida
$11M
FFO
193
Fiduciary Family Office
Florida
$11M
HI
194
Harbour Investments
Wisconsin
$11M
ETC
195
Exchange Traded Concepts
Oklahoma
$10.9M
LFG
196
Larson Financial Group
Missouri
$10.8M
MA
197
Mutual Advisors
Nebraska
$10.8M
IWA
198
IVC Wealth Advisors
Pennsylvania
$10.7M
CAL
199
Capital Analysts LLC
Pennsylvania
$10.6M
Cerity Partners
200
Cerity Partners
New York
$10.6M