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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 %
PWM
351
Perigon Wealth Management
California
$4.59M 80,658 +22,061 +38%
LI
352
LifeWealth Investments
Florida
$4.57M 80,457 +13,629 +20%
GF
353
Gries Financial
Ohio
$4.54M 79,804 -91 -0.1%
CA
354
Calton & Associates
Florida
$4.53M 79,748 +6,832 +9%
AWA
355
Arkadios Wealth Advisors
Georgia
$4.53M 79,710 +38,134 +92%
AFP
356
Ausdal Financial Partners
Iowa
$4.51M 79,328 +12,953 +20%
MCWA
357
Meadow Creek Wealth Advisors
Georgia
$4.51M 79,285 +3,235 +4%
SWM
358
Silverlake Wealth Management
Vermont
$4.5M 79,232 +6,024 +8%
MFS
359
Madrona Financial Services
Washington
$4.5M 79,103 -2,162 -3%
SWP
360
Summit Wealth Partners
Florida
$4.48M 78,889 +6,690 +9%
CFG
361
Citizens Financial Group
Rhode Island
$4.45M 78,270 +15,628 +25%
MFG
362
MidWestOne Financial Group
Iowa
$4.45M 78,207 -33,133 -30%
AWM
363
Avior Wealth Management
Nebraska
$4.39M 77,257 -5,233 -6%
WCFA
364
Walkner Condon Financial Advisors
Wisconsin
$4.35M 76,572 -23,348 -23%
RFN
365
RDA Financial Network
Iowa
$4.32M 75,904 +6,123 +9%
MWM
366
Modern Wealth Management
Kansas
$4.19M 73,702 -30,327 -29%
PCM
367
Parsons Capital Management
Rhode Island
$4.19M 73,697 +1,634 +2%
SFB
368
STAR Financial Bank
Indiana
$4.19M 73,696 +59,292 +412%
IA
369
IFP Advisors
Florida
$4.18M 73,476 +4,893 +7%
DIM
370
Delta Investment Management
California
$4.16M 73,206 -18,870 -20%
SWM
371
StoneCrest Wealth Management
Arizona
$4.12M 72,418 +2,542 +4%
NFSG
372
Newbridge Financial Services Group
Florida
$4.11M 72,310 -11,140 -13%
WKWM
373
Walter & Keenan Wealth Management
Indiana
$4.11M 72,262 +1,776 +3%
CDWM
374
Campbell Deegan Wealth Management
Virginia
$4.06M 71,354 +30,852 +76%
RGF
375
Retirement Guys Formula
Ohio
$4.05M 71,285 +1,878 +3%
13 14
15
16 17