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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 %
BWM
1301
Brown Wealth Management
Illinois
– – -3,522 Closed
WW
1302
Winnow Wealth
Texas
– – -2,137 Closed
GA
1303
GoalVest Advisory
New York
– – -2,000 Closed
SW
1304
SVB Wealth
Massachusetts
– – -1,834 Closed
HFS
1305
Hughes Financial Services
Virginia
– – -1,529 Closed
QCG
1306
Quadrant Capital Group
Ohio
– – -1,500 Closed
FPF
1307
First Pacific Financial
Washington
– – -1,442 Closed
OP
1308
ORG Partners
Indiana
– – -1,410 Closed
LAMC
1309
Longview Asset Management (California)
California
– – -1,406 Closed
WT
1310
Washington Trust
Rhode Island
– – -1,270 Closed
AEPWM
1311
Atlantic Edge Private Wealth Management
Florida
– – -1,000 Closed
FUBT
1312
First United Bank & Trust
Maryland
– – -780 Closed
PA
1313
PSI Advisors
Florida
– – -685 Closed
GWSA
1314
Global Wealth Strategies & Associates
Colorado
– – -632 Closed
MSWM
1315
Mowery & Schoenfeld Wealth Management
Illinois
– – -511 Closed
MG
1316
Mather Group
Illinois
– – -444 Closed
AF
1317
Atala Financial
California
– – -300 Closed
NC
1318
NewSquare Capital
Pennsylvania
– – -300 Closed
CWC
1319
Carolinas Wealth Consulting
North Carolina
– – -271 Closed
GJIA
1320
Glass Jacobson Investment Advisors
Maryland
– – -234 Closed
MSG
1321
Main Street Group
Virginia
– – -100 Closed
GC
1322
Garde Capital
Washington
– – -100 Closed
CBT
1323
Crews Bank & Trust
Florida
– – -100 Closed
MFS
1324
Mattson Financial Services
Michigan
– – -96 Closed
Kayne Anderson Rudnick Investment Management
1325
Kayne Anderson Rudnick Investment Management
California
– – -60 Closed
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