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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 %
MDCM
1251
Morgan Dempsey Capital Management
Wisconsin
$42 1 -66 -99%
DJSG
1252
D.J. St. Germain
Massachusetts
$30 1 – –
FSA
1253
Financial Services Advisory
Maryland
– – -415,469 Closed
FCI
1254
Financial Counselors Inc
Kansas
– – -349,352 Closed
MAM
1255
Marquette Asset Management
Minnesota
– – -294,829 Closed
WAOI
1256
Wealth Advisors of Iowa
Iowa
– – -271,552 Closed
PAS
1257
Park Avenue Securities
New York
– – -208,924 Closed
CAM
1258
Cobblestone Asset Management
Virginia
– – -131,095 Closed
EWM
1259
Evergreen Wealth Management
Michigan
– – -120,421 Closed
GSEP
1260
Golden State Equity Partners
California
– – -65,913 Closed
JFG
1261
Jefferies Financial Group
New York
– – -49,535 Closed
VWM
1262
Vigilare Wealth Management
Arizona
– – -36,069 Closed
AFS
1263
Anderson Financial Strategies
Ohio
– – -35,588 Closed
GPWM
1264
Grant Private Wealth Management
California
– – -34,976 Closed
PCP
1265
Proficio Capital Partners
Massachusetts
– – -34,800 Closed
TC
1266
TownSquare Capital
Utah
– – -23,005 Closed
WC
1267
Waterloo Capital
Texas
– – -18,619 Closed
TSS
1268
Two Sigma Securities
New York
– – -15,906 Closed
Goldman Sachs
1269
Goldman Sachs
New York
– – -14,830 Closed
IAP
1270
Indie Asset Partners
Indiana
– – -13,765 Closed
JWBC
1271
John W. Brooker & Co
California
– – -11,162 Closed
IIA
1272
IPG Investment Advisors
California
– – -10,962 Closed
PCA
1273
Prosperity Capital Advisors
Ohio
– – -10,476 Closed
MA
1274
MONECO Advisors
Connecticut
– – -9,947 Closed
NCFG
1275
New Century Financial Group
New Jersey
– – -8,769 Closed
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