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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
Morgan Stanley
1
Morgan Stanley
New York
$2.68B +$64.7M +1,139,279 +2%
Bank of America
2
Bank of America
North Carolina
$1.88B -$24.2M -426,622 -1%
Wells Fargo
3
Wells Fargo
California
$969M +$30.9M +543,704 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$539M +$28M +493,639 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$469M -$295M -5,188,818 -39%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$461M -$11.4M -200,227 -2%
UBS Group
7
UBS Group
Switzerland
$432M -$51M -897,445 -11%
Raymond James Financial
8
Raymond James Financial
Florida
$415M +$11.4M +201,202 +3%
NFA
9
Nationwide Fund Advisors
Ohio
$402M +$3.15M +55,467 +0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$367M +$10.1M +177,057 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$295M +$83.2M +1,465,565 +40%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$272M -$19.1M -335,832 -7%
LPL Financial
13
LPL Financial
California
$243M +$18.9M +333,145 +9%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$184M -$8.12M -142,960 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$180M -$2.2M -38,688 -1%
RIG
16
RiverFront Investment Group
Virginia
$175M +$9.3M +163,752 +6%
Stifel Financial
17
Stifel Financial
Missouri
$170M +$3.51M +61,836 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$167M -$7.58M -133,490 -4%
MML Investors Services
19
MML Investors Services
Massachusetts
$162M -$29.8M -524,675 -16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$152M +$3.17M +55,835 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$116M +$2.21M +38,870 +2%
CA
22
Cornerstone Advisory
Maryland
$116M +$3.65M +64,271 +3%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$115M +$33M +581,218 +40%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$114M +$16.1M +283,732 +17%
CWS
25
Confluence Wealth Services
Pennsylvania
$112M +$6.1M +107,483 +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.