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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 %
PWA
1226
Principia Wealth Advisory
Texas
$10.3K 181 – –
PWA
1227
Physician Wealth Advisors
Utah
$9.84K 173 – –
FFA
1228
Founders Financial Alliance
North Carolina
$8.53K 150 -629 -81%
SRCM
1229
Signature Resources Capital Management
California
$8.53K 150 – –
FCT
1230
First Community Trust
Iowa
$8.3K 146 – –
NRG
1231
Nemes Rush Group
Michigan
$7.22K 127 -232 -65%
TPWA
1232
Twin Peaks Wealth Advisors
California
$5.64K 100 +100 New
JGIA
1233
Jackson Grant Investment Advisers
Connecticut
$5.46K 96 +96 New
TCM
1234
TD Capital Management
Tennessee
$5.11K 90 +90 New
QWM
1235
Quaker Wealth Management
New Jersey
$4.38K 77 +77 New
CSB
1236
City State Bank
Iowa
$4.26K 75 – –
MPWT
1237
MassMutual Private Wealth & Trust
Connecticut
$4.09K 72 -439 -86%
VEA
1238
Virtus ETF Advisers
New York
$2.84K 50 +50 New
WT
1239
Whittier Trust
California
$2.56K 45 +45 New
FLFS
1240
Family Legacy Financial Solutions
North Carolina
$2.25K 39 +39 New
SA
1241
Scarborough Advisors
Maryland
$1.65K 29 +29 New
B
1242
Birchbrook
Maine
$1.53K 27 +1 +4%
BGWM
1243
Bridge Generations Wealth Management
Florida
$1.19K 21 – –
MHIP
1244
Mountain Hill Investment Partners
New Jersey
$979 17 – –
HI
1245
Horizon Investments
North Carolina
$954 17 -2 -11%
TIM
1246
Tortoise Investment Management
New York
$569 10 -50 -83%
CAM
1247
Creekmur Asset Management
Illinois
$368 6 – –
TRCT
1248
Tower Research Capital (TRC)
New York
$341 6 +6 New
MAFA
1249
MJT & Associates Financial Advisory
Minnesota
$217 4 – –
GGI
1250
Godsey & Gibb Inc
Virginia
$144 3 -198 -99%
48 49
50
51 52