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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,251 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, 645 increasing their positions, 404 reducing their positions, and 76 closing their positions.

Holders
1,251
Holders Change
+7
Holders Change %
+0.56%
% of All Funds
16.8%
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
645
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 %
SWP
276
Strategic Wealth Partners
Ohio
$6.75M 118,794 +118,794 New
SFG
277
Stonebridge Financial Group
Pennsylvania
$6.73M 118,426 -52,317 -31%
SB
278
Strategic Blueprint
Georgia
$6.7M 117,819 +1,539 +1%
LWA
279
Lowe Wealth Advisors
Maryland
$6.58M 115,741 +2,782 +2%
4WM
280
49 Wealth Management
Texas
$6.57M 115,510 -19,850 -15%
RFS
281
Retirement Financial Solutions
Tennessee
$6.44M 113,334 -6,682 -6%
CFSG
282
Community Financial Services Group
Vermont
$6.44M 113,221 +1,779 +2%
PIWA
283
Prevail Innovative Wealth Advisors
Kansas
$6.43M 113,157 +23,491 +26%
PWP
284
Principle Wealth Partners
Connecticut
$6.35M 111,704 -10,124 -8%
GAA
285
Global Assets Advisory
Florida
$6.33M 111,549 -205,360 -65%
IAS
286
Insigneo Advisory Services
Florida
$6.33M 111,331 +33,647 +43%
SAA
287
Southeast Asset Advisors
Georgia
$6.3M 110,850 +8,421 +8%
PWM
288
Pinnacle Wealth Management
California
$6.28M 110,394 -49,373 -31%
PPWM
289
Perissos Private Wealth Management
Oklahoma
$6.2M 109,059 +4,865 +5%
KIG
290
Kennedy Investment Group
New Jersey
$6.18M 108,734 +2,096 +2%
OPAM
291
Ocean Park Asset Management
California
$6.06M 106,094 – –
CAWM
292
Capital Advisors Wealth Management
Washington
$6.03M 106,080 +1,980 +2%
CFA
293
Cahill Financial Advisors
Minnesota
$5.96M 104,753 +3,634 +4%
SFS
294
Sowell Financial Services
Arkansas
$5.95M 104,688 +192 +0.2%
AIC
295
Archer Investment Corporation
Indiana
$5.94M 104,480 +8,632 +9%
RA
296
RFG Advisory
Alabama
$5.91M 103,998 +39,116 +60%
ABWM
297
Alpine Bank Wealth Management
Colorado
$5.9M 103,803 +103,803 New
BAG
298
Bridgewealth Advisory Group
California
$5.84M 102,707 +71,472 +229%
EFS
299
Essex Financial Services
Connecticut
$5.84M 102,675 +3,508 +4%
VWM
300
Vivid Wealth Management
Iowa
$5.82M 102,365 -3,860 -4%
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