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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 %
BAM
451
Bellevue Asset Management
Washington
$3.09M -$6.37K -112 -0.2%
SF
452
Slagle Financial
Illinois
$3.06M +$3.06M +53,904 New
JIP
453
Jaffetilchin Investment Partners
Florida
$3.06M +$198K +3,483 +7%
MSFS
454
Main Street Financial Solutions
Pennsylvania
$3.05M +$2.07M +36,369 +209%
NW
455
NewEdge Wealth
Pennsylvania
$3.04M -$1.24M -22,229 -29%
LA
456
LexAurum Advisors
Kansas
$3.04M +$589K +10,367 +24%
WC
457
Weil Company
California
$3.04M -$1.25M -22,031 -29%
KWM
458
KFG Wealth Management
Indiana
$3.04M +$646K +11,359 +27%
VA
459
Valmark Advisers
Ohio
$3M +$1.27M +22,413 +74%
IA
460
Integrity Alliance
Iowa
$2.99M -$864K -15,197 -22%
MWA
461
Moser Wealth Advisors
Washington
$2.97M -$25.6K -450 -0.9%
PFG
462
Prosperity Financial Group
California
$2.94M +$165K +2,898 +6%
DWM
463
Diversify Wealth Management
Utah
$2.93M +$292K +5,188 +11%
SWA
464
Sax Wealth Advisors
New Jersey
$2.91M +$465K +8,172 +19%
VCP
465
Verus Capital Partners
Arizona
$2.9M +$180K +3,162 +7%
GCP
466
Gill Capital Partners
Colorado
$2.89M +$299K +5,253 +12%
SCA
467
Sulzberger Capital Advisors
Florida
$2.89M -$500K -8,796 -15%
LA
468
Lifeworks Advisors
Michigan
$2.88M +$1.34M +23,609 +87%
PIA
469
Panoramic Investment Advisors
Colorado
$2.87M +$46.2K +813 +2%
IPA
470
Investment Planning Advisors
Georgia
$2.87M -$890K -15,654 -24%
JF
471
JSF Financial
California
$2.86M +$388K +6,830 +16%
MIC
472
Means Investment Company
Maine
$2.86M -$327K -5,759 -10%
S
473
Sunpointe
Missouri
$2.83M +$68.5K +1,205 +2%
GRP
474
Global Retirement Partners
California
$2.83M +$2.83M +49,825 New
SOS
475
Silver Oak Securities
Tennessee
$2.8M -$477K -8,396 -15%
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