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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 %
GWM
126
Geneos Wealth Management
Colorado
$16.2M 285,816 -242,964 -46%
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$16.1M 282,659 +38,911 +16%
IAN
128
Integrated Advisors Network
Texas
$16M 281,896 +106,040 +60%
OC
129
Oppenheimer & Co
New York
$15.8M 278,784 +44,841 +19%
RWM
130
Rezny Wealth Management
Florida
$15.8M 278,617 +10,230 +4%
CCA
131
Childress Capital Advisors
Texas
$15.3M 269,083 -41,373 -13%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$15.3M 265,620 +7,413 +3%
EA
133
Ergawealth Advisors
Illinois
$15.2M 267,949 -15,164 -5%
RWA
134
Rooted Wealth Advisors
Illinois
$15M 264,139 +14,661 +6%
1NWS
135
1 North Wealth Services
Maryland
$15M 263,547 +5,228 +2%
EWA
136
EP Wealth Advisors
California
$15M 263,391 -7,156 -3%
MFG
137
Magnus Financial Group
New York
$14.9M 262,839 -318,558 -55%
TFA
138
Tobias Financial Advisors
Florida
$14.8M 260,970 +260,970 New
SWA
139
SFMG Wealth Advisors
Texas
$14.8M 260,457 +16,693 +7%
AP
140
Appleton Partners
Massachusetts
$14.8M 260,440 +412 +0.2%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$14.8M 259,789 +17,119 +7%
TLP
142
Trinity Legacy Partners
Texas
$14.6M 257,112 +5,522 +2%
BWG
143
Beta Wealth Group
California
$14.5M 255,188 -163,304 -39%
ACG
144
Allen Capital Group
Nebraska
$14.5M 254,297 +14,654 +6%
EFH
145
Eaton Financial Holdings
Florida
$14.4M 252,599 +2,124 +0.8%
CWA
146
Cascade Wealth Advisors
Washington
$14.2M 253,728 +33,796 +15%
Creative Planning
147
Creative Planning
Kansas
$14.1M 248,537 +8,674 +4%
CWM
148
Centurion Wealth Management
Virginia
$14.1M 247,901 +30,785 +14%
AF
149
Advisornet Financial
Minnesota
$14M 246,492 +93,312 +61%
GL
150
Graypoint LLC
New York
$13.9M 244,227 -132,235 -35%
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