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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 %
ACS
476
Archford Capital Strategies
Illinois
$2.8M +$159K +2,800 +6%
CTWM
477
Cherry Tree Wealth Management
Minnesota
$2.8M +$33.9K +597 +1%
SIC
478
SFE Investment Counsel
California
$2.79M -$1.27M -22,414 -31%
FFC
479
Frederick Financial Consultants
Maryland
$2.75M +$121K +2,129 +5%
RAM
480
Redmond Asset Management
Virginia
$2.74M -$74.1K -1,303 -3%
3AM
481
3EDGE Asset Management
Florida
$2.73M +$149K +2,616 +6%
RC
482
Rahlfs Capital
Texas
$2.73M +$592K +10,415 +28%
ATPW
483
Ashton Thomas Private Wealth
Arizona
$2.72M -$641K -11,275 -19%
KA
484
Kovack Advisors
Florida
$2.72M +$281K +4,937 +12%
PCA
485
Pallas Capital Advisors
Massachusetts
$2.71M +$72.8K +1,280 +3%
TA
486
TrueWealth Advisors
Alabama
$2.71M -$164K -2,878 -6%
FWM
487
FMA Wealth Management
Massachusetts
$2.71M +$107K +1,885 +4%
RC
488
Rovin Capital
Arizona
$2.7M +$89.9K +1,581 +3%
SAM
489
Smartleaf Asset Management
Massachusetts
$2.7M -$1.58M -27,933 -37%
SC
490
Scotia Capital
Ontario, Canada
$2.69M +$714K +12,565 +36%
AC
491
AIFG Consultants
New York
$2.68M -$665K -11,689 -20%
FMN
492
Financial Management Network
California
$2.67M +$91.4K +1,605 +4%
GA
493
GFS Advisors
Texas
$2.65M -$42.6K -750 -2%
FPB
494
First PREMIER Bank
South Dakota
$2.64M -$41.5K -729 -2%
HTC
495
Haverford Trust Company
Pennsylvania
$2.64M -$98.1K -1,726 -4%
AWA
496
Acorn Wealth Advisors
Michigan
$2.64M -$10.6K -187 -0.4%
BIS
497
BG Investment Services
Guam
$2.64M +$777K +13,609 +42%
QCM
498
Quantinno Capital Management
New York
$2.63M +$2.63M +46,288 New
FCFC
499
First Commonwealth Financial Corp
Pennsylvania
$2.63M -$12.6K -221 -0.5%
CCA
500
Cora Capital Advisors
New Jersey
$2.63M +$132K +2,319 +5%
18 19
20
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