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JPMorgan Equity Premium Income ETF
JEPI

Overview Fund Activity

1,251 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, 645 increasing their positions, 404 reducing their positions, and 76 closing their positions.

Holders
1,251
Holders Change
+7
Holders Change %
+0.56%
% of All Funds
16.8%
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
645
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 %
EC
1151
Elequin Capital
New York
$80.6K 1,418 +1,418 New
DF
1152
Dunhill Financial
United Kingdom
$79K 1,390 -473 -25%
VNA
1153
Valley National Advisers
Pennsylvania
$74K 1,319 +500 +61%
SIC
1154
Salem Investment Counselors
North Carolina
$73.5K 1,292 +100 +8%
BWL
1155
Bogart Wealth LLC
Virginia
$66.7K 1,174 -140 -11%
CI
1156
CX Institutional
Indiana
$66K 1,159 – –
JFGIW
1157
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K 1,105 +1,105 New
RMP
1158
Richards, Merrill & Peterson
Washington
$62.5K 1,100 +850 +340%
LWMI
1159
Legacy Wealth Management (Idaho)
Idaho
$61.9K 1,088 -143 -12%
LIS
1160
Legacy Investment Solutions
Idaho
$61.9K 1,088 +1,088 New
NSIM
1161
North Star Investment Management
Illinois
$59.4K 1,044 +26 +3%
AW
1162
Avion Wealth
Texas
$58K 1,031 – –
FFWM
1163
Future Financial Wealth Management
Ohio
$56.9K 1,000 -9,773 -91%
CTC
1164
Cetera Trust Company
Minnesota
$56.9K 1,000 +1,000 New
PP
1165
Pacifica Partners
Canada
$56.7K 1,000 – –
TC
1166
Truvestments Capital
Florida
$56.6K 995 -21 -2%
CSC
1167
Caldwell Sutter Capital
California
$56.5K 993 +126 +15%
CWM
1168
Centricity Wealth Management
Ohio
$55.4K 974 – –
CA
1169
Centerpoint Advisors
Massachusetts
$55K 966 +24 +3%
TCOV
1170
Trust Company of Vermont
Vermont
$53.4K 940 -960 -51%
SWA
1171
SOA Wealth Advisors
New York
$50.4K 50,366 -20,156 -29%
VFM
1172
Vision Financial Markets
Connecticut
$48.5K 853 +21 +3%
PCM
1173
Perritt Capital Management
Illinois
$48.3K 849 +21 +3%
BCMLT
1174
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.4K 833 -1,138 -58%
GIM
1175
Glenmede Investment Management
Pennsylvania
$47.2K 830 +830 New
45 46
47
48 49