JEPI icon

JPMorgan Equity Premium Income ETF

1,256 hedge funds and large institutions have $18B invested in JPMorgan Equity Premium Income ETF in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 646 increasing their positions, 406 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
16.85%
Holding in Top 10
137
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-11.61%
% of All Funds
1.84%
New
116
Increased
646
Reduced
406
Closed
77
Calls
$47.7M
Puts
$34.8M
Net Calls
+$12.9M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.61B +$109M +1,921,645 +4%
Bank of America
2
Bank of America
North Carolina
$1.9B +$39.3M +690,960 +2%
Wells Fargo
3
Wells Fargo
California
$934M +$40.9M +719,779 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$762M -$840M -14,769,747 -52%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$508M +$75.5M +1,327,996 +17%
UBS Group
6
UBS Group
Switzerland
$481M +$6.48M +114,026 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$470M +$8.44M +148,408 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$402M +$36.2M +636,586 +10%
NFA
9
Nationwide Fund Advisors
Ohio
$397M +$397M +6,983,251 New
Osaic Holdings
10
Osaic Holdings
Arizona
$312M -$41.9M -728,778 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$289M +$10.7M +188,614 +4%
LPL Financial
12
LPL Financial
California
$223M +$80.2M +1,409,866 +56%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$210M -$9.7M -170,552 -4%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$192M -$3.23M -56,739 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$191M +$9.02M +158,645 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$181M -$30.9M -543,600 -15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$174M +$1.76M +30,907 +1%
Stifel Financial
18
Stifel Financial
Missouri
$166M +$25.6M +450,297 +18%
RIG
19
RiverFront Investment Group
Virginia
$165M +$48.9M +859,879 +42%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$148M +$7.01M +123,298 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$113M -$2.78M -48,887 -2%
CA
22
Cornerstone Advisory
Maryland
$112M +$2.02M +35,587 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$111M +$1.17M +20,626 +1%
CWS
24
Confluence Wealth Services
Pennsylvania
$105M +$4.96M +87,285 +5%
KAS
25
Kestra Advisory Services
Texas
$102M +$16.6M +291,982 +20%