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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 %
HCM
51
Hilton Capital Management
New York
$41.8M 734,824 +205,641 +39%
HIP
52
HUB Investment Partners
Texas
$39.1M 688,315 +15,493 +2%
PA
53
Pinnacle Associates
New York
$38.9M 683,775 +5,209 +0.8%
KCM
54
Kathmere Capital Management
Pennsylvania
$37.6M 660,516 +26,742 +4%
TCM
55
Traynor Capital Management
Pennsylvania
$37.5M 659,678 +531,388 +414%
OC
56
Oakworth Capital
Alabama
$37.1M 652,489 +2,020 +0.3%
SF
57
Synovus Financial
Georgia
$37M 650,275 +26,911 +4%
MW
58
Melia Wealth
Oklahoma
$36.7M 645,241 +33,358 +5%
SC
59
Savant Capital
Illinois
$36.5M 642,072 +622,909 +3,251%
CBA
60
Coastal Bridge Advisors
Connecticut
$35.8M 630,278 +630,278 New
CIA
61
Capital Investment Advisors
Georgia
$35.4M 622,300 -29,154 -4%
NA
62
Nottingham Advisors
New York
$35.3M 620,233 +2,105 +0.3%
KPWS
63
Kestra Private Wealth Services
Texas
$35.1M 617,957 +56,713 +10%
SI
64
Stephens Inc
Arkansas
$34.9M 613,496 +24,034 +4%
PS
65
Principal Securities
Iowa
$31.9M 560,284 +161,516 +41%
WAM
66
WNY Asset Management
New York
$31.5M 554,079 +218,251 +65%
NA
67
NewEdge Advisors
Louisiana
$31.3M 551,136 +289,862 +111%
PFS
68
Prospera Financial Services
Texas
$30.9M 543,695 +34,372 +7%
FFBTD
69
First Financial Bank - Trust Division
Ohio
$30.1M 528,608 +528,608 New
HAS
70
HBW Advisory Services
California
$29.8M 524,375 -23,844 -4%
SIM
71
Stratos Investment Management
Ohio
$29.8M 524,030 +79,063 +18%
JWCA
72
J.W. Cole Advisors
Florida
$29.7M 522,454 +179,086 +52%
RA
73
Rational Advisors
New York
$29.2M 514,292 +2,456 +0.5%
ACA
74
Aptus Capital Advisors
Alabama
$29.2M 513,453 -9,914 -2%
AWS
75
Atria Wealth Solutions
New York
$28.9M 507,452 -853,327 -63%
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