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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,254 hedge funds and large institutions have $18B 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, 405 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+10
Holders Change %
+0.8%
% of All Funds
16.83%
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
405
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M

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 Holding Trade Value Shares
Change 		Shares
Change %
RGF
376
Retirement Guys Formula
Ohio
$4.05M +$107K +1,878 +3%
WCM
377
Windsor Capital Management
Arizona
$4.05M +$231K +4,066 +6%
SFG
378
Snider Financial Group
Washington
$4.04M +$60.4K +1,062 +2%
MCC
379
Money Concepts Capital
Florida
$4.02M +$31K +546 +0.8%
WAM
380
Weinberger Asset Management
California
$4.01M +$114K +1,999 +3%
SMC
381
Smith, Moore & Co
Missouri
$3.99M +$240K +4,224 +6%
LTL
382
Lowery Thomas LLC
California
$3.97M -$374K -6,586 -9%
VT
383
Vise Technologies
New York
$3.97M +$3.97M +69,811 New
CWM
384
Congress Wealth Management
Massachusetts
$3.97M +$200K +3,516 +5%
MHS
385
M Holdings Securities
Oregon
$3.95M +$1.49M +26,186 +60%
WFAG
386
Worth Financial Advisory Group
North Carolina
$3.95M +$23.3K +409 +0.6%
HT
387
Heritage Trust
Oklahoma
$3.94M -$374K -6,585 -9%
TW
388
Trajan Wealth
Arizona
$3.92M -$228K -4,003 -5%
NLP
389
Next Level Private
New York
$3.84M -$909K -15,995 -19%
PGAM
390
Princeton Global Asset Management
New Jersey
$3.83M -$524K -9,214 -12%
FFP
391
FourThought Financial Partners
Florida
$3.8M +$173K +3,035 +5%
PWP
392
Private Wealth Partners
California
$3.8M +$82.9K +1,459 +2%
WA
393
Whipplewood Advisors
Colorado
$3.8M +$2.5M +43,905 +191%
CWMGO
394
Capstone Wealth Management Group (Oregon)
Oregon
$3.8M -$506K -8,895 -12%
4A
395
4Wealth Advisors
Illinois
$3.79M +$19.7K +346 +0.5%
CIA
396
Caerus Investment Advisors
Texas
$3.79M -$1.41M -24,822 -27%
HNB
397
Huntington National Bank
Ohio
$3.78M -$1.71M – –
CA
398
Claro Advisors
Massachusetts
$3.78M +$26.1K +459 +0.7%
IF
399
Intrua Financial
Texas
$3.77M -$1.09M -19,215 -22%
WP
400
Wealthspan Partners
Iowa
$3.75M +$484K +8,520 +15%
14 15
16
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