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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,250 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, 644 increasing their positions, 404 reducing their positions, and 76 closing their positions.

Holders
1,250
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
16.79%
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
644
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 %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$87.5M 1,539,797 +100,361 +7%
EG
27
Enstar Group
Bermuda
$87.5M 1,539,025 – –
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$87M 1,527,917 -182,939 -11%
Franklin Resources
29
Franklin Resources
California
$84.5M 1,486,279 +374,976 +34%
FWP
30
FAS Wealth Partners
Kansas
$84.1M 1,479,587 +63,939 +5%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$81.9M 1,446,109 +777,592 +116%
FFA
32
First Foundation Advisors
California
$81.3M 1,430,764 -72,105 -5%
CA
33
Clearstead Advisors
Ohio
$81.1M 1,426,900 -60,558 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$78.6M 1,383,274 +119,026 +9%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$75.4M 1,326,813 +107,147 +9%
HC
36
Hamilton Capital
Ohio
$72.4M 1,273,052 +1,273,052 New
AAS
37
Avantax Advisory Services
Texas
$69.3M 1,219,339 +26,410 +2%
AF
38
Allworth Financial
California
$65M 1,143,928 +15,696 +1%
CAI
39
Capital Advisors Inc
Oklahoma
$59.4M 1,044,641 +18,819 +2%
Truist Financial
40
Truist Financial
North Carolina
$57.3M 1,007,194 +115,483 +13%
CSP
41
Cary Street Partners
Virginia
$55.8M 981,921 +30,330 +3%
AUB
42
Atlantic Union Bankshares
Virginia
$54.4M 956,167 +820,010 +602%
SPIA
43
Steward Partners Investment Advisory
New York
$53.4M 938,488 +70,109 +8%
TFA
44
Teamwork Financial Advisors
Texas
$51.6M 907,939 +154,252 +20%
AWM
45
Apollon Wealth Management
South Carolina
$48.5M 853,671 -142,369 -14%
BCM
46
Brookstone Capital Management
Illinois
$47.1M 828,514 +34,336 +4%
PCG
47
Prosperity Consulting Group
Maryland
$46.3M 815,079 +51,103 +7%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$44.4M 780,603 +49,790 +7%
LGA
49
Lebenthal Global Advisors
New York
$41.9M 736,457 +104,604 +17%
P
50
&Partners
Tennessee
$41.8M 734,258 +131,064 +22%
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