JEPI icon

JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,256 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
646
Reduced
406
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 %
RPGK
426
Retirement Planning Group (Kansas)
Kansas
$3.43M +$418K +7,361 +14%
WF
427
WinCap Financial
Massachusetts
$3.43M +$929K +16,339 +37%
AT
428
American Trust
Kentucky
$3.43M +$2.48M +43,540 +258%
CPL
429
CAP Partners LLC
Tennessee
$3.42M -$473K -8,327 -12%
CWA
430
Clarity Wealth Advisors
California
$3.42M +$186K +3,272 +6%
EFG
431
Ehrlich Financial Group
California
$3.41M +$164K +2,883 +5%
HA
432
Helium Advisors
Washington
$3.41M -$444K -7,816 -12%
BCA
433
Bay Capital Advisors
Virginia
$3.41M +$73.1K +1,286 +2%
SWA
434
Stratos Wealth Advisors
Ohio
$3.36M -$943K -16,588 -22%
RW
435
Rockport Wealth
Ohio
$3.36M +$123K +2,170 +4%
SAS
436
Stelac Advisory Services
New York
$3.35M +$3.35M +58,906 New
PG
437
Patten Group
Tennessee
$3.34M +$464K +8,168 +16%
SW
438
SkyOak Wealth
Michigan
$3.29M +$112K +1,977 +4%
BFS
439
Bradley Foster & Sargent
Connecticut
$3.28M +$3.28M +57,683 New
SW
440
SlateStone Wealth
Florida
$3.28M +$7.45K +131 +0.2%
OBWG
441
Onyx Bridge Wealth Group
New York
$3.26M +$306K +5,381 +10%
PP
442
Prudential plc
United Kingdom
$3.25M +$39.8K +700 +1%
SEIA
443
Signature Estate & Investment Advisors
California
$3.24M +$147K +2,582 +5%
BA
444
Bristlecone Advisors
Washington
$3.23M +$135K +2,383 +4%
PD
445
Planning Directions
Pennsylvania
$3.22M +$24.2K +425 +0.8%
FFS
446
Fortress Financial Solutions
Arizona
$3.22M +$233K +4,104 +8%
SCA
447
Scott Capital Advisors
Oregon
$3.13M +$238K +4,191 +8%
HA
448
Herold Advisors
New York
$3.13M +$105K +1,850 +3%
NS
449
NBC Securities
Alabama
$3.12M +$211K +3,709 +7%
SCM
450
Schnieders Capital Management
California
$3.09M +$3.09M +54,408 New
16 17
18
19 20