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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 %
CE
76
Cornerstone Enterprises
Wisconsin
$28.4M 498,682 +52,202 +12%
HAS
77
Horizon Advisory Services
New York
$26.9M 473,982 +9,288 +2%
BFG
78
Bouchey Financial Group
New York
$26.3M 463,019 +10,208 +2%
BF
79
BOK Financial
Oklahoma
$25.3M 445,175 +25,715 +6%
MCM
80
MAI Capital Management
Ohio
$24.9M 438,744 +7,641 +2%
BPA
81
Beacon Pointe Advisors
California
$24.4M 429,983 -9,876 -2%
IWC
82
Integrated Wealth Concepts
Massachusetts
$24.2M 425,129 +12,220 +3%
Mariner
83
Mariner
Kansas
$24M 422,105 -4,567 -1%
FMLI
84
Fukoku Mutual Life Insurance
Japan
$23.6M 415,000 +415,000 New
LJCM
85
Lee Johnson Capital Management
Texas
$23.5M 414,243 +106,727 +35%
WWM
86
Wagner Wealth Management
South Carolina
$23.4M 411,797 +26,907 +7%
CFG
87
Cooper Financial Group
California
$23.2M 407,614 +46,741 +13%
MT
88
Midwest Trust
Kansas
$23M 404,894 +404,894 New
BCI
89
Brinker Capital Investments
Pennsylvania
$22.9M 402,982 +41,379 +11%
PP
90
Patten & Patten
Tennessee
$22.4M 394,432 -29,950 -7%
ACM
91
Advance Capital Management
Michigan
$22.3M 392,016 +19,395 +5%
DC
92
Davenport & Co
Virginia
$22.2M 390,727 +53,089 +16%
PWMAG
93
Pinnacle Wealth Management Advisory Group
New Jersey
$22M 387,766 +5,572 +1%
SWM
94
SK Wealth Management
Rhode Island
$21.5M 378,881 +10,896 +3%
WA
95
Waverly Advisors
Alabama
$21.5M 378,855 +14,747 +4%
OFS
96
Orrstown Financial Services
Pennsylvania
$21.4M 376,972 +14,322 +4%
TM
97
TigerOak Management
New Mexico
$21.1M 371,747 -619 -0.2%
Comerica Bank
98
Comerica Bank
Texas
$21M 369,693 +9,031 +3%
APP
99
Avantax Planning Partners
Iowa
$20.4M 359,425 -2,802 -0.8%
KWM
100
Kingsview Wealth Management
Oregon
$20.3M 356,626 +54,823 +18%
2 3
4
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