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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 %
NCFG
1276
New Century Financial Group
New Jersey
– – -8,769 Closed
YWS
1277
Yarger Wealth Strategies
Ohio
– – -8,437 Closed
MW
1278
MBL Wealth
North Carolina
– – -7,915 Closed
RWM
1279
Ritholtz Wealth Management
New York
– – -7,827 Closed
WP
1280
WealthPLAN Partners
Nebraska
– – -7,387 Closed
PW
1281
Potentia Wealth
California
– – -7,120 Closed
PG
1282
Prostatis Group
Maryland
– – -7,019 Closed
WPW
1283
Warther Private Wealth
Ohio
– – -5,943 Closed
GT
1284
Greenleaf Trust
Michigan
– – -5,700 Closed
LIA
1285
LBMC Investment Advisors
Tennessee
– – -5,664 Closed
CCB
1286
Cutter & Co Brokerage
Missouri
– – -5,569 Closed
BT
1287
Banque Transatlantique
France
– – -5,300 Closed
CFO
1288
Collective Family Office
Pennsylvania
– – -5,284 Closed
EFG
1289
Ethos Financial Group
Pennsylvania
– – -5,172 Closed
PPWM
1290
Paragon Private Wealth Management
Kentucky
– – -4,976 Closed
KeyBank National Association
1291
KeyBank National Association
Ohio
– – -4,810 Closed
PJSIMP
1292
P.J. Schmidt Investment Management (PJS)
Wisconsin
– – -4,803 Closed
SFM
1293
Signet Financial Management
New Jersey
– – -4,574 Closed
FBT
1294
First Bankers Trust
Kentucky
– – -4,350 Closed
SHIM
1295
Stone House Investment Management
Pennsylvania
– – -4,294 Closed
BWM
1296
BlackDiamond Wealth Management
New York
– – -3,915 Closed
JCM
1297
Jacobi Capital Management
Pennsylvania
– – -3,907 Closed
FAG
1298
Fortitude Advisory Group
Washington
– – -3,851 Closed
ZF
1299
Zhang Financial
Michigan
– – -3,807 Closed
FCA
1300
FLC Capital Advisors
California
– – -3,672 Closed
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