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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
FWM
201
Forefront Wealth Management
Pennsylvania
$9.75M -$72.3K -1,274 -0.7%
NRI
202
NFP Retirement Inc
California
$9.72M +$525K +9,248 +6%
CIAS
203
Capital Investment Advisory Services
North Carolina
$9.71M +$875K +15,416 +10%
CCA
204
Childress Capital Advisors
Texas
$9.71M -$5.62M -99,013 -37%
AWMG
205
ADG Wealth Management Group
Louisiana
$9.59M +$90.4K +1,591 +1%
FHB
206
First Hawaiian Bank
Hawaii
$9.5M +$1.96M +34,512 +26%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$9.45M +$1.03M +18,116 +12%
CCB
208
Country Club Bank
Missouri
$9.45M +$74.8K +1,317 +0.8%
KF
209
Krilogy Financial
Missouri
$9.42M +$171K +3,013 +2%
ETC
210
Exchange Traded Concepts
Oklahoma
$9.42M -$1.52M -26,742 -14%
NFG
211
Northeast Financial Group
Pennsylvania
$9.4M -$2.88M -50,767 -24%
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$9.39M +$7.01M +123,429 +300%
PWM
213
Pinnacle Wealth Management
California
$9.37M +$3.05M +53,706 +49%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$9.31M -$227K -4,002 -2%
LI
215
LifeWealth Investments
Florida
$9.28M +$98.8K +1,739 +1%
RFS
216
Retirement Financial Solutions
Tennessee
$9.27M +$502K +8,847 +6%
MFG
217
MTM Financial Group
Pennsylvania
$9.17M +$2.3M +40,548 +34%
PCFFS
218
Pacific Center for Financial Services
California
$9.15M +$82.6K +1,455 +0.9%
CIA
219
Concurrent Investment Advisors
Florida
$9.15M +$527K +9,276 +6%
AWM
220
Axxcess Wealth Management
California
$9.12M -$4.2M -73,990 -32%
BAM
221
Belpointe Asset Management
Nevada
$9.09M -$324K -5,709 -3%
KWA
222
Kingswood Wealth Advisors
California
$8.99M +$1.84M +32,333 +26%
FFG
223
Floyd Financial Group
Missouri
$8.95M +$1.79M +31,567 +25%
CG
224
CFO4Life Group
Texas
$8.84M -$265K -4,667 -3%
MTWM
225
Masso Torrence Wealth Management
New Jersey
$8.82M +$153K +2,702 +2%

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.