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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,252 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, 646 increasing their positions, 404 reducing their positions, and 76 closing their positions.

Holders
1,252
Holders Change
+8
Holders Change %
+0.64%
% of All Funds
16.81%
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
646
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
326
Stratos Wealth Partners
Ohio
$5.02M 88,374 +38,507 +77%
JCM
327
J2 Capital Management
Michigan
$5M 87,929 -3,675 -4%
HWA
328
Heritage Wealth Architects
Minnesota
$4.99M 87,760 +1,716 +2%
FWM
329
Focused Wealth Management
New York
$4.98M 87,673 +13 +0%
IPAM
330
Investment Partners Asset Management
New Jersey
$4.94M 86,856 +666 +0.8%
PF
331
Penney Financial
Texas
$4.91M 86,324 +1,177 +1%
TNB
332
Thomasville National Bank
Georgia
$4.89M 86,061 -17,680 -17%
T
333
Transce3nd
Texas
$4.86M 85,549 +8,128 +10%
LPT
334
Legacy Private Trust
Wisconsin
$4.83M 85,014 -45,089 -35%
AAS
335
Ameritas Advisory Services
Nebraska
$4.82M 84,862 -60,202 -42%
CW
336
Channel Wealth
California
$4.82M 84,723 -34,448 -29%
AssetMark Inc
337
AssetMark Inc
California
$4.81M 84,591 -9,551 -10%
MWA
338
Merkkuri Wealth Advisors
New York
$4.8M 84,357 +11,245 +15%
TL
339
Tradewinds LLC
North Carolina
$4.8M 84,357 +72,754 +627%
EE
340
EWG Elevate
California
$4.77M 83,842 +38,474 +85%
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$4.76M 83,660 -53,267 -39%
AC
342
Apella Capital
Connecticut
$4.76M 83,861 +83,861 New
MAG
343
Members Advisory Group
New York
$4.73M 83,172 +2,951 +4%
ORC
344
O'Rourke & Company
Massachusetts
$4.72M 83,068 -969 -1%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$4.72M 82,958 -79,627 -49%
HG
346
Herbst Group
Connecticut
$4.67M 82,082 -9,102 -10%
JPLA
347
Joseph P. Lucia & Associates
New York
$4.63M 81,366 +703 +0.9%
BI
348
Ballast Inc
Kentucky
$4.63M 81,366 +81,366 New
NEWAS
349
N.E.W. Advisory Services
Wisconsin
$4.59M 80,800 -23,170 -22%
ACM
350
Allred Capital Management
Texas
$4.59M 80,670 +5,331 +7%
12 13
14
15 16