JEPI icon

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 %
Corient Private Wealth
301
Corient Private Wealth
Florida
$5.82M 102,307 +57,324 +127%
CF
302
Centaurus Financial
California
$5.74M 100,967 +10,231 +11%
SHF
303
Safe Harbor Fiduciary
Florida
$5.7M 100,231 +100,231 New
MAM
304
Milestone Asset Management
Pennsylvania
$5.7M 100,190 +10,291 +11%
CWG
305
Cornerstone Wealth Group
North Carolina
$5.63M 99,057 -2,148 -2%
EWM
306
Evermay Wealth Management
Virginia
$5.62M 98,849 -4,043 -4%
NFG
307
Nations Financial Group
Iowa
$5.5M 96,766 -30,697 -24%
GMFG
308
Greater Midwest Financial Group
Minnesota
$5.45M 95,907 +6,404 +7%
DC
309
DeDora Capital
California
$5.43M 95,565 +84,271 +746%
CA
310
Continuum Advisory
Idaho
$5.43M 95,522 -468 -0.5%
ZI
311
ZEGA Investments
Florida
$5.42M 95,410 -4,564 -5%
SO
312
Sierra Ocean
California
$5.37M 94,498 +3,436 +4%
KFP
313
KMG Fiduciary Partners
Ohio
$5.36M 94,328 -2,287 -2%
FA
314
Flagstar Advisors
New York
$5.35M 94,151 +676 +0.7%
UIA
315
Ulland Investment Advisors
Minnesota
$5.33M 93,734 +15,901 +20%
AQR Capital Management
316
AQR Capital Management
Connecticut
$5.31M 93,331 +8,541 +10%
PCTC
317
Perkins Coie Trust Company
Washington
$5.3M 93,171 +78,686 +543%
USCWA
318
U.S. Capital Wealth Advisors
Texas
$5.25M 92,353 -94,896 -51%
FTS
319
Fifth Third Securities
Ohio
$5.2M 91,386 +16,747 +22%
TCMP
320
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.19M 91,350 +71,795 +367%
PCM
321
Prelude Capital Management
New York
$5.12M 90,000 +90,000 New
GAM
322
Gotham Asset Management
New York
$5.09M 89,607 +10,101 +13%
EBWM
323
Eagle Bluffs Wealth Management
Missouri
$5.08M 89,416 -314 -0.3%
2WWM
324
21 West Wealth Management
California
$5.08M 89,336 +89,336 New
HIA
325
Harbor Investment Advisory
Maryland
$5.06M 89,007 -422 -0.5%
11 12
13
14 15