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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,243 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 693 increasing their positions, 335 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
16.88%
Holding in Top 10
155
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+10.71%
% of All Funds
2.11%
New
102
Increased
693
Reduced
335
Closed
71
Calls
$29.2M
Puts
$19.5M
Net Calls
+$9.74M
Net Calls Change
+$15.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$425M
2
Morgan Stanley
Morgan Stanley
New York
+$137M
3
Bank of America
Bank of America
North Carolina
+$81.5M
4
Wells Fargo
Wells Fargo
California
+$66.2M
5
Raymond James Financial
Raymond James Financial
Florida
+$47.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$48.3M
2
EFH
Eaton Financial Holdings
Florida
-$41.3M
3
QC
Quadrature Capital
United Kingdom
-$37.6M
4
LFG
Leverty Financial Group
Wisconsin
-$29.6M
5
CBA
Coastal Bridge Advisors
Connecticut
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$85.9M -$5.34M -93,533 -6%
KAS
27
Kestra Advisory Services
Texas
$85.4M +$9.85M +172,310 +13%
CA
28
Clearstead Advisors
Ohio
$85M +$4.78M +83,720 +6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$82.2M +$4.14M +72,401 +5%
FWP
30
FAS Wealth Partners
Kansas
$80.9M +$5.75M +100,553 +8%
AWS
31
Atria Wealth Solutions
New York
$77.8M +$5.69M +99,622 +8%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$72.2M +$2.93M +51,227 +4%
RCM
33
Requisite Capital Management
Texas
$71.9M -$4.87M -85,158 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$69.7M +$8.34M +145,917 +14%
AAS
35
Avantax Advisory Services
Texas
$68.2M +$12M +209,915 +21%
Franklin Resources
36
Franklin Resources
California
$63.5M +$1.21M +21,126 +2%
AF
37
Allworth Financial
California
$61.8M -$2.04M -37,270 -3%
CAI
38
Capital Advisors Inc
Oklahoma
$58.6M +$8.78M +153,653 +18%
AWM
39
Apollon Wealth Management
South Carolina
$56.9M +$12.9M +226,456 +29%
CSP
40
Cary Street Partners
Virginia
$54.4M +$1.2M +21,001 +2%
PCIA
41
Prime Capital Investment Advisors
Kansas
$53.5M +$24.4M +426,917 +84%
Truist Financial
42
Truist Financial
North Carolina
$51M +$4.18M +73,211 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$49.6M +$5.06M +88,500 +11%
BCM
44
Brookstone Capital Management
Illinois
$45.4M +$2.02M +35,265 +5%
SSB
45
Sandy Spring Bank
Maryland
$44M +$2.05M +35,821 +5%
PCG
46
Prosperity Consulting Group
Maryland
$43.7M +$3.08M +53,857 +8%
TFA
47
Teamwork Financial Advisors
Texas
$43.1M +$7.23M +126,500 +20%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$41.8M +$2.7M +47,205 +7%
PA
49
Pinnacle Associates
New York
$38.8M +$2.7M +47,310 +7%
HIP
50
HUB Investment Partners
Texas
$38.4M +$5.79M +101,384 +18%
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