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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,250 hedge funds and large institutions have $17.8B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 644 increasing their positions, 404 reducing their positions, and 76 closing their positions.

Holders
1,250
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
16.79%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
115
Increased
644
Reduced
404
Closed
76
Calls
$46.5M
Puts
$7.07M
Net Calls
+$39.4M
Net Calls Change
+$29.7M

Top Buyers

1
NFA
1
Nationwide Fund Advisors
Ohio
$397M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.61B
3
LPL Financial
3
LPL Financial
California
$223M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$508M
5
HC
5
Hamilton Capital
Ohio
$72.4M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$8.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$762M
3
RCM
3
Requisite Capital Management
Texas
$12.9M
4
AWS
4
Atria Wealth Solutions
New York
$28.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$312M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.61B 45,833,158 +1,921,645 +4%
Bank of America
2
Bank of America
North Carolina
$1.9B 33,372,182 +690,960 +2%
Wells Fargo
3
Wells Fargo
California
$934M 16,434,182 +719,779 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$762M 13,404,643 -14,769,747 -52%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$508M 8,939,325 +1,327,996 +17%
UBS Group
6
UBS Group
Switzerland
$481M 8,465,945 +114,026 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$470M 8,267,547 +148,408 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$402M 7,072,179 +636,586 +10%
NFA
9
Nationwide Fund Advisors
Ohio
$397M 6,983,251 +6,983,251 New
Osaic Holdings
10
Osaic Holdings
Arizona
$312M 5,434,255 -728,778 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$289M 5,091,909 +188,614 +4%
LPL Financial
12
LPL Financial
California
$223M 3,914,423 +1,409,866 +56%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$210M 3,694,868 -170,552 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$191M 3,357,833 +158,645 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$181M 3,184,738 -543,600 -15%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$174M 3,064,828 +30,907 +1%
Stifel Financial
17
Stifel Financial
Missouri
$166M 2,921,110 +450,297 +18%
RIG
18
RiverFront Investment Group
Virginia
$165M 2,903,847 +859,879 +42%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$148M 2,600,663 +123,298 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$113M 1,994,661 -48,887 -2%
CA
21
Cornerstone Advisory
Maryland
$112M 1,962,031 +35,587 +2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$111M 1,960,370 +20,626 +1%
CWS
23
Confluence Wealth Services
Pennsylvania
$105M 1,854,052 +87,285 +5%
KAS
24
Kestra Advisory Services
Texas
$102M 1,785,759 +291,982 +20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$97.1M 1,708,349 +1,122,256 +191%
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