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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 %
SCA
251
Snowden Capital Advisors
New York
$7.89M 138,716 -17,156 -11%
NEPWA
252
New England Private Wealth Advisors
Massachusetts
$7.87M 138,536 -18,042 -12%
BMWS
253
Brady Martz Wealth Solutions
North Dakota
$7.76M 136,431 -2,870 -2%
VAM
254
Verity Asset Management
North Carolina
$7.76M 136,417 +2,782 +2%
EB
255
Eastern Bank
Massachusetts
$7.73M 136,050 +18,745 +16%
IFPG
256
Intrepid Financial Planning Group
Indiana
$7.62M 134,076 +12,442 +10%
PI
257
PFG Investments
New York
$7.61M 133,911 +22,988 +21%
MC
258
Moors & Cabot
Massachusetts
$7.52M 132,359 +29,432 +29%
FHB
259
First Hawaiian Bank
Hawaii
$7.5M 131,929 +43,444 +49%
DWP
260
Daymark Wealth Partners
Ohio
$7.46M 131,248 -10,276 -7%
VC
261
Vicus Capital
Pennsylvania
$7.45M 131,004 +4,088 +3%
LSPW
262
Lake Street Private Wealth
Illinois
$7.43M 130,758 -1,705 -1%
MA
263
MBA Advisors
Pennsylvania
$7.41M 130,289 +17,039 +15%
HAIM
264
Hunter Associates Investment Management
Pennsylvania
$7.31M 128,655 +7,779 +6%
SIAP
265
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.22M 126,950 +8,804 +7%
FFG
266
Floyd Financial Group
Missouri
$7.21M 126,656 +112,022 +765%
KWA
267
Kingswood Wealth Advisors
California
$7.12M 125,158 +5,712 +5%
FA
268
Financial Alternatives
California
$7.11M 125,019 +7,359 +6%
FFWA
269
FRG Family Wealth Advisors
Washington
$7.04M 123,862 +4,808 +4%
DWP
270
Destiny Wealth Partners
Florida
$6.97M 122,671 +3,326 +3%
GSIAS
271
Garden State Investment Advisory Services
New Jersey
$6.91M 121,431 -3,041 -2%
AWM
272
Aprio Wealth Management
Georgia
$6.89M 121,158 -7,080 -6%
BEI
273
Benjamin Edwards Inc
Missouri
$6.88M 120,950 +16,646 +16%
TPW
274
Turn8 Private Wealth
$6.79M 119,149 +18,028 +18%
IIA
275
Integrity Investment Advisors
Colorado
$6.77M 119,155 -27 -0%
9 10
11
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