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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 %
RDFA
226
Ritter Daniher Financial Advisory
Ohio
$9.24M 162,557 +2,875 +2%
NRI
227
NFP Retirement Inc
California
$9.15M 160,921 +3,550 +2%
CG
228
CFO4Life Group
Texas
$9.07M 159,564 -36,612 -19%
PCFFS
229
Pacific Center for Financial Services
California
$9.03M 158,873 -512,937 -76%
SAW
230
Signal Advisors Wealth
Michigan
$9.02M 158,715 -11,836 -7%
SWM
231
Spire Wealth Management
Virginia
$8.96M 157,616 +6,391 +4%
CIAS
232
Capital Investment Advisory Services
North Carolina
$8.79M 154,690 +32,249 +26%
BAAM
233
Baker Avenue Asset Management
California
$8.78M 154,500 -2,240 -1%
FWM
234
Foguth Wealth Management
Michigan
$8.76M 154,077 -34,881 -18%
MTWM
235
Masso Torrence Wealth Management
New Jersey
$8.62M 151,684 +8,396 +6%
CIA
236
Concurrent Investment Advisors
Florida
$8.59M 151,033 +38,186 +34%
SW
237
SMART Wealth
Nebraska
$8.49M 149,371 +24,505 +20%
SW
238
StrongBox Wealth
Missouri
$8.46M 148,751 +3,837 +3%
Koshinski Asset Management
239
Koshinski Asset Management
Illinois
$8.38M 147,429 +12,991 +10%
SWM
240
Selective Wealth Management
Virginia
$8.36M 146,997 -15,140 -9%
MF
241
Montis Financial
Massachusetts
$8.28M 145,602 +2,784 +2%
WCP
242
Wick Capital Partners
Pennsylvania
$8.2M 1,323 -219,313 -99%
SWM
243
SeaCrest Wealth Management
New York
$8.18M 143,891 +11,394 +9%
FPAS
244
Focus Partners Advisor Solutions
Missouri
$8.16M 143,461 -108 -0.1%
EIA
245
Edgemoor Investment Advisors
Maryland
$8.13M 143,084 +5,473 +4%
SG
246
StoneX Group
New York
$8.08M 142,060 -1,035 -0.7%
BIP
247
Bouvel Investment Partners
Pennsylvania
$8.07M 142,025 -36,815 -21%
FFA
248
Farther Finance Advisors
California
$8.07M 142,004 -39,022 -22%
FW
249
Fairway Wealth
Ohio
$8.04M 141,470 +8,746 +7%
NCM
250
NCM Capital Management
New Jersey
$7.96M 140,080 +3,773 +3%
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