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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 %
SPC
176
Sigma Planning Corp
Michigan
$11.7M 204,954 -22,156 -10%
FF
177
Financial Futures
New Jersey
$11.6M 204,582 +3,353 +2%
IAIM
178
International Assets Investment Management
Florida
$11.6M 204,163 -866 -0.4%
SNB
179
Security National Bank
Nebraska
$11.4M 200,425 +2,627 +1%
WIA
180
World Investment Advisors
California
$11.4M 200,262 +3,563 +2%
CFO
181
CVA Family Office
Colorado
$11.4M 200,209 -15,653 -7%
FMI
182
F/M Investments
District of Columbia
$11.4M 199,895 -1,720 -0.9%
BCA
183
Bay Colony Advisors
Massachusetts
$11.3M 199,451 -6,375 -3%
CCP
184
Cassia Capital Partners
North Carolina
$11.2M 197,170 +10,710 +6%
HW
185
Hedeker Wealth
Illinois
$11M 194,105 +19,771 +11%
CL
186
Choreo LLC
Illinois
$11M 193,809 -10,736 -5%
FGG
187
Financial Guidance Group
Florida
$11M 193,055 -9,270 -5%
FFO
188
Fiduciary Family Office
Florida
$11M 192,984 -4,406 -2%
HI
189
Harbour Investments
Wisconsin
$11M 192,783 +5,284 +3%
ETC
190
Exchange Traded Concepts
Oklahoma
$10.9M 191,752 +191,752 New
LFG
191
Larson Financial Group
Missouri
$10.8M 189,659 +42,848 +29%
MA
192
Mutual Advisors
Nebraska
$10.8M 187,652 +12,543 +7%
IWA
193
IVC Wealth Advisors
Pennsylvania
$10.7M 187,376 -3,033 -2%
CAL
194
Capital Analysts LLC
Pennsylvania
$10.6M 187,316 +10,119 +6%
Cerity Partners
195
Cerity Partners
New York
$10.6M 187,095 +30,308 +19%
ARG
196
Advisory Resource Group
Oklahoma
$10.6M 186,941 +14,175 +8%
MAG
197
Mayfair Advisory Group
Alabama
$10.6M 188,577 +838 +0.4%
HNWAG
198
High Net Worth Advisory Group
Florida
$10.5M 185,092 +7,198 +4%
AIA
199
Armor Investment Advisors
North Carolina
$10.4M 182,132 -5,814 -3%
MFG
200
Merit Financial Group
Georgia
$10.3M 180,930 -13,271 -7%
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