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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 %
VAM
201
Vienna Asset Management
California
$10.3M 180,786 +38,442 +27%
Envestnet Portfolio Solutions
202
Envestnet Portfolio Solutions
Illinois
$10.2M 179,498 -42,877 -19%
Wealthfront Advisers
203
Wealthfront Advisers
California
$10.2M 179,334 +9,096 +5%
EWA
204
EverSource Wealth Advisors
Alabama
$10.1M 177,380 -7,965 -4%
AI
205
Atria Investments
North Carolina
$10.1M 177,123 +74,165 +72%
CB
206
Community Bank
New York
$10M 175,867 +17,236 +11%
CB
207
Cadence Bank
Mississippi
$9.92M 174,508 +3,257 +2%
EIP
208
Ellis Investment Partners
Pennsylvania
$9.86M 173,455 -27,681 -14%
PWM
209
Power Wealth Management
Georgia
$9.86M 173,367 +2,182 +1%
BFG
210
Bleakley Financial Group
New Jersey
$9.82M 172,705 +131,993 +324%
RPGNY
211
Retirement Planning Group (New York)
New York
$9.8M 172,465 +26,876 +18%
CA
212
Cambridge Advisors
Nebraska
$9.8M 172,306 +4,989 +3%
FWM
213
Forefront Wealth Management
Pennsylvania
$9.78M 172,080 +48,526 +39%
AWMG
214
ADG Wealth Management Group
Louisiana
$9.46M 166,322 -8,672 -5%
PAG
215
Private Advisor Group
New Jersey
$9.45M 166,291 -62,768 -27%
AWM
216
AE Wealth Management
Kansas
$9.4M 165,383 -17,494 -10%
BWP
217
Bernardo Wealth Planning
Pennsylvania
$9.39M 165,174 -16,288 -9%
BAM
218
Belpointe Asset Management
Nevada
$9.37M 164,838 +4,130 +3%
CTC
219
Central Trust Company
Missouri
$9.33M 164,184 +2,896 +2%
CCB
220
Country Club Bank
Missouri
$9.32M 164,576 -501 -0.3%
V
221
VeraBank
Texas
$9.32M 163,999 +1,775 +1%
KF
222
Krilogy Financial
Missouri
$9.32M 163,860 -23,360 -12%
RCA
223
Resonant Capital Advisors
Wisconsin
$9.31M 163,711 +3,121 +2%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$9.29M 167,004 +6,815 +4%
TWC
225
TD Waterhouse Canada
Ontario, Canada
$9.25M 163,039 +37,111 +29%
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