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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.62 -0.06 (-0.11%)
Closing price 08/14/2025 04:10 PM Eastern
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$56.67 +0.05 (+0.09%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1126
Total
Institutional Inflows
(last 12 months)
$28.39B
Number of
Institutional Sellers
(last 12 months)
618
Total
Institutional Outflows
(last 12 months)
$2.18B
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JEPI Institutional Buying and Selling by Quarter

JPMorgan Equity Premium Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Vienna Asset Management LLC180,786$10.28M7.1%+27.0%0.025%
8/14/2025Florida Financial Advisors LLC14,370$817K0.6%+18.8%0.002%
8/14/2025MGB Wealth Management LLC3,790$215K0.1%-8.5%0.001%
8/14/2025White Knight Strategic Wealth Advisors LLC18,923$1.08M0.9%+15.3%0.003%
8/14/2025Ausdal Financial Partners Inc.79,328$4.51M0.3%+19.5%0.011%
8/14/2025NCM Capital Management LLC140,080$7.96M3.3%+2.8%0.019%
8/14/2025Raymond James Financial Inc.7,072,179$402.05M0.1%+9.9%0.980%
8/14/2025Betterment LLC20,660$1.18M0.0%+52.9%0.003%
8/14/2025Quantinno Capital Management LP46,288$2.63M0.0%N/A0.006%
8/14/2025AllSquare Wealth Management LLC12,396$705K0.4%-35.9%0.002%
8/14/2025Diversify Wealth Management LLC52,010$2.93M0.2%+11.1%0.007%
8/14/2025Diversify Advisory Services LLC25,963$1.46M0.1%+125.2%0.004%
8/14/2025Napa Wealth Management7,786$443K0.2%-3.8%0.001%
8/14/2025Peapack Gladstone Financial Corp3,851$219K0.0%N/A0.001%
8/14/2025Hamilton Capital LLC1,273,052$72.37M4.0%N/A0.176%
8/14/2025HUB Investment Partners LLC688,315$39.13M1.3%+2.3%0.095%
8/14/2025Main Street Financial Solutions LLC53,738$3.06M0.2%+209.4%0.007%
8/14/2025Clarity Asset Management Inc.431$25K0.0%N/A0.000%
8/14/2025FAS Wealth Partners Inc.1,479,587$84.12M6.2%+4.5%0.205%
8/14/2025Heritage Wealth Management Inc.35,129$2.00M0.6%+38.3%0.005%
8/14/2025NewEdge Advisors LLC551,136$31.33M0.2%+110.9%0.076%
8/14/2025Qube Research & Technologies Ltd7,775$442K0.0%+283.0%0.001%
8/14/2025Hurley Capital LLC8,921$507K0.4%-12.0%0.001%
8/14/2025CoreFirst Bank & Trust44,033$2.50M1.4%+1.7%0.006%
8/14/2025Sentinus LLC7,136$406K0.1%-8.2%0.001%
8/14/2025Tandem Financial LLC18,343$1.04M1.0%+4.2%0.003%
8/14/2025Acorn Wealth Advisors LLC46,395$2.64M1.0%-0.4%0.006%
8/14/2025L2 Asset Management LLC6,137$349K0.1%N/A0.001%
8/14/2025 Transce3nd LLC85,549$4.86M2.1%+10.5%0.012%
8/14/2025 Navis Wealth Advisors LLC12,712$723K0.6%-9.8%0.002%
8/14/2025 Baker Avenue Asset Management LP154,500$8.78M0.2%-1.4%0.021%
8/14/2025 Cary Street Partners Financial LLC981,921$55.82M1.6%+3.2%0.136%
8/14/2025 Cerity Partners LLC187,095$10.64M0.0%+19.3%0.026%
8/13/2025 Per Stirling Capital Management LLC.26,778$1.52M0.2%-2.1%0.004%
8/13/2025 Rockport Wealth LLC59,053$3.36M0.8%+3.8%0.008%
8/13/2025 Avestar Capital LLC44,706$2.54M0.2%-0.7%0.006%
8/13/2025 StoneX Group Inc.142,060$8.08M0.4%-0.7%0.020%
8/13/2025 Seaview Investment Managers LLC14,697$836K0.2%+6.7%0.002%
8/13/2025 Cresset Asset Management LLC325,026$18.48M0.1%+13.8%0.045%
8/13/2025 Strategic Family Wealth Counselors L.L.C.9,913$564K0.2%-13.0%0.001%
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8/13/2025 Capital Advisors Wealth Management LLC106,080$6.03M0.9%+1.9%0.015%
8/13/2025 Brown Advisory Inc.21,518$1.22M0.0%-29.1%0.003%
8/13/2025 M Holdings Securities Inc.69,639$3.95M0.7%+60.3%0.010%
8/13/2025 GeoWealth Management LLC25,005$1.42M0.1%+49.8%0.003%
8/13/2025 Baird Financial Group Inc.1,383,274$78.64M0.1%+9.4%0.192%
8/13/2025 First Trust Advisors LP9,308$529K0.0%N/A0.001%
8/13/2025 Crescent Grove Advisors LLC61,161$3.48M0.3%+35.6%0.008%
8/13/2025 EverSource Wealth Advisors LLC177,380$10.08M0.5%-4.3%0.025%
8/13/2025 Menard Financial Group LLC17,019$968K0.6%-1.3%0.002%
8/13/2025 Plan Group Financial LLC6,933$394K0.1%+34.9%0.001%
8/13/2025 CW Advisors LLC69,793$3.97M0.0%+5.3%0.010%
8/13/2025 Acorns Advisers LLC22,334$1.27M0.0%+38.4%0.003%
8/13/2025 JT Stratford LLC14,581$829K0.1%-10.9%0.002%
8/13/2025 Argyle Capital Partners LLC16,308$927K0.8%+4.5%0.002%
8/13/2025 RPg Family Wealth Advisory LLC65,766$3.74M1.0%+6.2%0.009%
8/13/2025 Beacon Pointe Advisors LLC429,983$24.45M0.3%-2.2%0.060%
8/13/2025 M&T Bank Corp7,147$406K0.0%+65.0%0.001%
8/13/2025 Van Hulzen Asset Management LLC38,526$2.19M0.2%+6.5%0.005%
8/13/2025 Fisher Asset Management LLC4,735$269K0.0%-34.5%0.001%
8/13/2025 Smith Moore & CO.70,191$3.99M0.3%+6.4%0.010%
8/13/2025 Sepio Capital LP5,429$309K0.0%+8.7%0.001%
8/13/2025 Solutions 4 Wealth Ltd19,030$1.08M1.8%+23.2%0.003%
8/13/2025 VestGen Advisors LLC20,872$1.19M0.0%+9.4%0.003%
8/13/2025 Greenwich Wealth Management LLC37,577$2.14M0.1%-2.0%0.005%
8/13/2025 Bernardo Wealth Planning LLC165,174$9.39M2.0%-9.0%0.023%
8/13/2025 Trustmark Bank Trust Department7,437$423K0.0%+75.5%0.001%
8/13/2025 Lido Advisors LLC288,581$16.41M0.1%+527.5%0.040%
8/13/2025 Tobias Financial Advisors Inc.260,970$14.84M2.5%N/A0.036%
8/13/2025 First National Advisers LLC215,641$12.26M1.8%-1.5%0.030%
8/13/2025 Legacy Capital Wealth Partners LLC36,085$2.05M0.4%+4.1%0.005%
8/13/2025 F m Investments LLC199,895$11.36M0.4%-0.9%0.028%
8/13/2025 Quadrature Capital Ltd42,916$2.44M0.0%N/A0.006%
8/13/2025 Scotia Capital Inc.47,353$2.69M0.0%+36.1%0.007%
8/13/2025 Level Four Advisory Services LLC60,974$3.47M0.1%+35.5%0.008%
8/13/2025 Patrick M Sweeney & Associates Inc.5,625$320K0.2%+14.0%0.001%
8/13/2025 Northwestern Mutual Wealth Management Co.3,064,828$174.24M0.1%+1.0%0.425%
8/13/2025 Johnson Financial Group Inc.1,105$63K0.0%N/A0.000%
8/13/2025 Mayfair Advisory Group LLC188,577$10.57M5.0%+0.4%0.026%
8/13/2025 Safe Harbor Fiduciary LLC100,231$5.70M5.3%N/A0.014%
8/13/2025 Fortress Financial Solutions LLC56,616$3.22M4.0%+7.8%0.008%
8/13/2025 Choreo LLC193,809$11.02M0.1%-5.2%0.027%
8/13/2025 Russell Investments Group Ltd.780$44K0.0%-30.9%0.000%
8/13/2025 Maia Wealth LLC38,335$2.18M0.4%+13.3%0.005%
8/12/2025 J.W. Cole Advisors Inc.522,454$29.70M0.6%+52.2%0.072%
8/12/2025 FourThought Financial Partners LLC66,923$3.81M0.4%+4.8%0.009%
8/12/2025 Armor Investment Advisors LLC182,132$10.35M3.9%-3.1%0.025%
8/12/2025 Resolute Wealth Strategies LLC17,114$973K0.5%+2.0%0.002%
8/12/2025 Southeast Asset Advisors LLC110,850$6.30M0.7%+8.2%0.015%
8/12/2025 RiverFront Investment Group LLC2,903,847$165.08M3.2%+42.1%0.402%
8/12/2025 XTX Topco Ltd7,131$405K0.0%N/A0.001%
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8/12/2025 Steward Partners Investment Advisory LLC938,488$53.35M0.4%+8.1%0.130%
8/12/2025 Jaffetilchin Investment Partners LLC53,824$3.06M0.2%+6.9%0.007%
8/12/2025 Quadcap Wealth Management LLC10,369$589K0.1%+3.9%0.001%
8/12/2025 Insigneo Advisory Services LLC111,331$6.33M0.5%+43.3%0.015%
8/12/2025 CreativeOne Wealth LLC215,174$12.23M0.3%+13.0%0.030%
8/12/2025 Global Retirement Partners LLC49,825$2.83M0.1%N/A0.007%
8/12/2025 Walled Lake Planning & Wealth Management LLC8,122$462K0.2%-16.1%0.001%
8/12/2025 J. L. Bainbridge & Co. Inc.4,992$284K0.0%-6.1%0.001%
8/12/2025 Richard W. Paul & Associates LLC36,961$2.10M0.8%+3.2%0.005%
8/12/2025 Cozad Asset Management Inc.17,290$983K0.1%-3.7%0.002%
(Data available from 1/1/2016 forward)

JEPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPI shares?

During the previous two years, 1,464 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($22.74B), Bank of America Corp DE ($1.80B), Morgan Stanley ($1.75B), Wells Fargo & Company MN ($837.35M), JPMorgan Chase & Co. ($762.05M), Envestnet Asset Management Inc. ($508.20M), and Royal Bank of Canada ($463.93M).Learn more on JPMorgan Equity Premium Income ETF's institutional investors.

Which institutional investors have been buying JPMorgan Equity Premium Income ETF's stock?

Of the 1,376 institutional investors that purchased JPMorgan Equity Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($401.88M), International Assets Investment Management LLC ($12.22M), JPMorgan Chase & Co. ($11.80M), GAMMA Investing LLC ($7.47M), Raymond James Financial Inc. ($7.07M), Nationwide Fund Advisors ($6.98M), and Global Assets Advisory LLC ($6.38M).

How much institutional buying is happening at JPMorgan Equity Premium Income ETF?

Institutional investors have bought a total of 498,232,552 shares in the last 24 months. This purchase volume represents approximately $28.39B in transactions.

Which of JPMorgan Equity Premium Income ETF's major shareholders have been selling company stock?

Of the 616 institutional investors that sold JPMorgan Equity Premium Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($16.43M), Requisite Capital Management LLC ($1.44M), Atria Wealth Solutions Inc. ($853.33K), Eaton Financial Holdings Company LLC ($723.15K), Prime Capital Investment Advisors LLC ($706.68K), Franklin Resources Inc. ($659.53K), and 49 Wealth Management LLC ($563.90K).

How much institutional selling is happening at JPMorgan Equity Premium Income ETF?

Institutional investors have sold a total of 38,084,142 shares in the last 24 months. This volume of shares sold represents approximately $2.18B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 8/15/2025 by MarketBeat.com Staff
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