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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
IWA
176
IVC Wealth Advisors
Pennsylvania
$11.1M +$380K +6,695 +4%
ATC
177
Argent Trust Co
Tennessee
$11M -$1.44M -25,291 -12%
PAS
178
Park Avenue Securities
New York
$11M +$10.9M +192,565 New
CAL
179
Capital Analysts LLC
Pennsylvania
$11M +$287K +5,045 +3%
FGG
180
Financial Guidance Group
Florida
$10.9M -$93.2K -1,641 -0.9%
SPC
181
Sigma Planning Corp
Michigan
$10.9M -$845K -14,882 -7%
FFO
182
Fiduciary Family Office
Florida
$10.8M -$190K -3,340 -2%
GWM
183
Geneos Wealth Management
Colorado
$10.7M -$5.57M -98,078 -34%
CA
184
Cambridge Advisors
Nebraska
$10.7M +$863K +15,195 +9%
WS
185
Wedbush Securities
California
$10.6M -$1.44M -25,439 -12%
PWM
186
Power Wealth Management
Georgia
$10.6M +$708K +12,475 +7%
FMI
187
F/M Investments
District of Columbia
$10.5M -$940K -16,550 -8%
EA
188
Ergawealth Advisors
Illinois
$10.5M -$4.82M -84,843 -32%
CTC
189
Central Trust Company
Missouri
$10.4M +$983K +17,301 +11%
MFG
190
Merit Financial Group
Georgia
$10.4M +$19.6K +345 +0.2%
HNWAG
191
High Net Worth Advisory Group
Florida
$10.2M -$326K -5,737 -3%
RCA
192
Resonant Capital Advisors
Wisconsin
$10.2M +$849K +14,945 +9%
AWM
193
AE Wealth Management
Kansas
$10.2M +$740K +13,030 +8%
CFO
194
CVA Family Office
Colorado
$10.1M -$1.28M -22,565 -11%
CB
195
Community Bank
New York
$10.1M +$78.8K +1,388 +0.8%
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$10.1M -$131K -2,304 -1%
NAS
197
NWF Advisory Services
California
$10.1M -$2M -35,268 -17%
MAG
198
Mayfair Advisory Group
Alabama
$10M -$758K -13,356 -7%
BFG
199
Bleakley Financial Group
New Jersey
$9.95M +$90.7K +1,597 +0.9%
RDFA
200
Ritter Daniher Financial Advisory
Ohio
$9.84M +$553K +9,744 +6%

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.