JEPI icon

JPMorgan Equity Premium Income ETF

1,339 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 580 increasing their positions, 484 reducing their positions, and 82 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:

0% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$38.3M)

0.18% more ownership

Funds ownership: 43.05%43.23% (+0.18%)

5% less funds holding in top 10

Funds holding in top 10: 123117 (-6)

Holders
1,339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
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
SFP
176
Sandbox Financial Partners
Maryland
$11.3M
BWAM
177
Blue Water Asset Management
Michigan
$11.3M
FWM
178
Foguth Wealth Management
Michigan
$11.3M
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$11.3M
SF
180
Summit Financial
New Jersey
$11.2M
AF
181
Arrow Financial
New York
$11.2M
VWA
182
Visionary Wealth Advisors
Illinois
$11M
PWM
183
Power Wealth Management
Georgia
$10.8M
NRI
184
NFP Retirement Inc
California
$10.8M
IAIM
185
International Assets Investment Management
Florida
$10.8M
PCIA
186
Prime Capital Investment Advisors
Kansas
$10.8M
HCM
187
Hilton Capital Management
New York
$10.8M
CAL
188
Capital Analysts LLC
Pennsylvania
$10.8M
IAN
189
Integrated Advisors Network
Texas
$10.7M
ATC
190
Argent Trust Co
Tennessee
$10.6M
RCA
191
Resonant Capital Advisors
Wisconsin
$10.6M
FHB
192
First Hawaiian Bank
Hawaii
$10.6M
FFO
193
Fiduciary Family Office
Florida
$10.6M
WS
194
Wedbush Securities
California
$10.5M
FMI
195
F/M Investments
District of Columbia
$10.5M
CTC
196
Central Trust Company
Missouri
$10.5M
FWM
197
Forefront Wealth Management
Pennsylvania
$10.5M
CA
198
Cambridge Advisors
Nebraska
$10.4M
MFG
199
Merit Financial Group
Georgia
$10.4M
NFG
200
Northeast Financial Group
Pennsylvania
$10.3M