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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 %
DAS
151
Dynamic Advisor Solutions
Arizona
$13.8M 243,531 +3,910 +2%
SS
152
SBI Securities
Japan
$13.6M 239,964 +17,903 +8%
EPA
153
Element Pointe Advisors
Florida
$13.6M 239,305 -220,923 -48%
AF
154
Apexium Financial
Texas
$13.6M 239,190 +59,818 +33%
GWANC
155
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.6M 238,975 +9,342 +4%
SWMP
156
Signature Wealth Management Partners
New Jersey
$13.5M 237,623 +14,352 +6%
CAG
157
Curtis Advisory Group
California
$13.4M 235,157 +13,899 +6%
AWM
158
Axxcess Wealth Management
California
$13.3M 233,778 -28,228 -11%
MCIA
159
Mountain Capital Investment Advisors
Colorado
$13.2M 233,308 +1,843 +0.8%
PCIA
160
Prime Capital Investment Advisors
Kansas
$13.2M 231,368 -704,654 -75%
RCM
161
Requisite Capital Management
Texas
$12.9M 227,503 -1,030,632 -82%
PWM
162
Prentice Wealth Management
New York
$12.9M 227,399 +69,060 +44%
CM
163
Columbus Macro
Pennsylvania
$12.8M 224,368 +24,120 +12%
ATC
164
Argent Trust Co
Tennessee
$12.4M 217,868 +8,591 +4%
FA
165
Fermata Advisors
California
$12.3M 216,896 +25,986 +14%
FNA
166
First National Advisers
Nebraska
$12.3M 215,641 -3,254 -1%
NFG
167
Northeast Financial Group
Pennsylvania
$12.2M 215,412 +15,689 +8%
CW
168
CreativeOne Wealth
Kansas
$12.2M 215,174 +24,804 +13%
SIC
169
Sterling Investment Counsel
New York
$12.1M 212,830 -201,171 -49%
William Blair & Company
170
William Blair & Company
Illinois
$12.1M 212,699 +44,493 +26%
WS
171
Wedbush Securities
California
$12M 211,495 +15,975 +8%
CC
172
Courier Capital
New York
$11.9M 209,509 +24,511 +13%
DADC
173
D.A. Davidson & Co
Montana
$11.8M 208,363 +18,810 +10%
VWA
174
Visionary Wealth Advisors
Illinois
$11.8M 207,590 -29,658 -13%
SFP
175
Sandbox Financial Partners
Maryland
$11.7M 206,648 -1,037 -0.5%
5 6
7
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