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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 %
BFA
101
Beacon Financial Advisory
Ohio
$19.8M 347,593 +13,386 +4%
TFS
102
Thoroughbred Financial Services
Tennessee
$19.2M 336,866 -40,025 -11%
FIA
103
Foundations Investment Advisors
Arizona
$19.1M 336,502 +45,803 +16%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$18.9M 331,714 +7,275 +2%
RIL
105
Rothschild Investment LLC
Illinois
$18.8M 330,565 -3,601 -1%
SCM
106
Steele Capital Management
Iowa
$18.8M 330,320 -39,604 -11%
CAM
107
Cresset Asset Management
Illinois
$18.5M 325,026 +39,511 +14%
MOS
108
MGO One Seven
Ohio
$18.4M 324,090 +15,007 +5%
Citigroup
109
Citigroup
New York
$18.2M 319,512 -20,582 -6%
IHWM
110
Iron Horse Wealth Management
Iowa
$17.8M 312,226 +11,991 +4%
GVAG
111
Great Valley Advisor Group
Delaware
$17.5M 308,698 +167,697 +119%
MS
112
Madden Securities
Texas
$17.5M 307,785 +3,410 +1%
AP
113
Americana Partners
Texas
$17.3M 304,894 +304,894 New
CFP
114
Curran Financial Partners
South Carolina
$17.2M 302,416 +26,976 +10%
CPIG
115
Chicago Partners Investment Group
Illinois
$16.9M 295,314 +33,034 +13%
TWM
116
Tradition Wealth Management
Minnesota
$16.9M 297,241 -11,117 -4%
SCA
117
St. Clair Advisors
Ohio
$16.9M 296,967 +11,350 +4%
MBTD
118
Mechanics Bank - Trust Department
California
$16.9M 296,941 -34,728 -10%
AMG
119
Advisors Management Group
Wisconsin
$16.9M 296,745 +30,473 +11%
PA
120
PFG Advisors
Arizona
$16.6M 291,709 +18,934 +7%
IAS
121
Investment Advisory Services
Texas
$16.6M 291,354 +14,664 +5%
FA
122
Fagan Associates
New York
$16.5M 290,886 +7,189 +3%
Lido Advisors
123
Lido Advisors
California
$16.4M 288,581 +242,589 +527%
ASN
124
Advisory Services Network
Georgia
$16.4M 290,347 +5,450 +2%
BDWCC
125
B&D White Capital Company
Texas
$16.3M 287,375 +8,873 +3%
3 4
5
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