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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.77 -0.05 (-0.09%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1140
Total
Institutional Inflows
(last 12 months)
$28.40B
Number of
Institutional Sellers
(last 12 months)
627
Total
Institutional Outflows
(last 12 months)
$2.25B
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2025 Valeo Financial Advisors LLC4,959$282K0.0%+22.4%0.001%
9/9/2025 NWF Advisory Services Inc.212,392$12.08M1.4%+8.7%0.029%
9/4/2025 SevenBridge Financial Group LLC35,605$2.01M0.4%-25.5%0.005%
9/4/2025 Osaic Holdings Inc.6,248,359$355.33M0.6%+1.4%0.866%
9/3/2025 American Trust60,397$3.43M0.3%+258.3%0.008%
9/2/2025 PVG Asset Management Corp6,859$390K1.3%+11.3%0.001%
8/29/2025 Centaurus Financial Inc.100,967$5.74M0.3%+11.3%0.014%
8/27/2025 Orion Porfolio Solutions LLC402,982$22.91M0.2%+11.4%0.056%
8/26/2025 Thrivent Financial for Lutherans41,112$2.34M0.0%-70.3%0.006%
8/26/2025 Nautilus Advisors LLC8,476$482K0.4%-51.1%0.001%
8/25/2025 Silverlake Wealth Management LLC79,232$4.50M1.3%+8.2%0.011%
8/20/2025 Thompson Davis & CO. Inc.12,572$715K0.4%-12.4%0.002%
8/20/2025 Coppell Advisory Solutions LLC23,755$1.35M0.2%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.42,846$2.44M0.1%N/A0.006%
8/19/2025 Newbridge Financial Services Group Inc.72,310$4.11M0.7%-13.3%0.010%
8/19/2025 Cape Investment Advisory Inc.2,070$118K0.0%+73.9%0.000%
8/19/2025 Advisory Services Network LLC290,347$16.40M0.3%+1.9%0.040%
8/19/2025 Asset Dedication LLC490$28K0.0%N/A0.000%
8/19/2025 Element Pointe Advisors LLC239,305$13.61M3.3%-48.0%0.033%
8/18/2025 Tactive Advisors LLC16,161$919K0.3%N/A0.002%
8/18/2025 N.E.W. Advisory Services LLC80,800$4.59M0.4%-22.3%0.011%
8/18/2025 Geneos Wealth Management Inc.285,816$16.25M0.4%+20.0%0.040%
8/18/2025 Kestra Investment Management LLC19,081$1.09M0.0%-19.2%0.003%
8/18/2025 Pacific Center for Financial Services158,873$9.03M2.5%-76.4%0.022%
8/16/2025 Headlands Technologies LLC5,688$323K0.0%+3,025.3%0.001%
8/15/2025 Security National Bank of Sioux City Iowa IA23,645$1.34M0.9%+140.2%0.003%
8/15/2025 Security National Bank of SO Dak29,885$1.70M0.9%+46.2%0.004%
8/15/2025 Asset Allocation Strategies LLC35,207$2.00M0.4%+36.7%0.005%
8/15/2025 Corient Private Wealth LLC102,307$5.82M0.0%+127.4%0.014%
8/15/2025 Equitable Holdings Inc.45,678$2.60M0.0%-11.9%0.006%
8/15/2025 Florida Financial Advisors LLC13,839$787K0.3%+14.5%0.002%
8/15/2025 Chapman Financial Group LLC9,553$543K0.5%N/A0.001%
8/15/2025 FSB Premier Wealth Management Inc.26,773$1.52M0.5%-6.3%0.004%
8/15/2025 Captrust Financial Advisors259,789$14.77M0.0%+7.1%0.036%
8/15/2025 Blue Chip Partners LLC16,355$930K0.1%+1.2%0.002%
8/15/2025 Keel Point LLC4,769$271K0.0%N/A0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC113,157$6.43M1.4%+26.2%0.016%
8/15/2025 WFA of San Diego LLC8,170$464K0.3%N/A0.001%
8/15/2025 Visionary Wealth Advisors207,590$11.80M0.6%-12.5%0.029%
8/15/2025 Smartleaf Asset Management LLC47,580$2.70M0.2%-37.0%0.007%
8/15/2025 Snowden Capital Advisors LLC138,716$7.89M0.2%-11.0%0.019%
8/15/2025 Orion Porfolio Solutions LLC158,665$9.02M0.1%-56.1%0.022%
8/15/2025 MML Investors Services LLC3,357,833$190.89M0.6%+5.0%0.465%
8/15/2025 Modern Wealth Management LLC73,702$4.19M0.1%-29.2%0.010%
8/15/2025 Helium Advisors LLC59,953$3.41M2.2%-11.5%0.008%
8/15/2025 Hilton Capital Management LLC734,824$41.78M3.3%+38.9%0.102%
8/15/2025 Houlihan Financial Resource Group Ltd.8,900$503K0.2%N/A0.001%
8/15/2025 Great Valley Advisor Group Inc.308,698$17.55M0.4%+118.9%0.043%
8/15/2025 Garden State Investment Advisory Services LLC121,431$6.91M1.7%-2.4%0.017%
8/15/2025 Elevatus Welath Management10,819$615K0.2%+46.9%0.001%
8/15/2025 EP Wealth Advisors LLC263,391$14.97M0.1%-2.6%0.036%
8/15/2025 Curi Capital LLC12,589$716K0.0%+9.7%0.002%
8/15/2025 Benjamin Edwards Inc.120,950$6.88M0.1%+16.0%0.017%
8/15/2025 BTG Pactual Asset Management US LLC540$31K0.0%N/A0.000%
8/15/2025 Bank of America Corp DE33,372,182$1.90B0.1%+2.1%4.624%
8/15/2025 AFT Forsyth & Company Inc.12,385$704K0.4%+35.9%0.002%
8/15/2025 Ameriprise Financial Inc.63,016$3.58M0.0%+18.3%0.009%
8/15/2025 AQR Capital Management LLC93,331$5.31M0.0%+10.1%0.013%
8/14/2025 Vienna Asset Management LLC180,786$10.28M7.1%+27.0%0.025%
8/14/2025 Florida Financial Advisors LLC14,370$817K0.6%+18.8%0.002%
8/14/2025 MGB Wealth Management LLC3,790$215K0.1%-8.5%0.001%
8/14/2025 White Knight Strategic Wealth Advisors LLC18,923$1.08M0.9%+15.3%0.003%
8/14/2025 Ausdal Financial Partners Inc.79,328$4.51M0.3%+19.5%0.011%
8/14/2025 NCM Capital Management LLC140,080$7.96M3.3%+2.8%0.019%
8/14/2025 Raymond James Financial Inc.7,072,179$402.05M0.1%+9.9%0.980%
8/14/2025 Betterment LLC20,660$1.18M0.0%+52.9%0.003%
8/14/2025 Quantinno Capital Management LP46,288$2.63M0.0%N/A0.006%
8/14/2025 AllSquare Wealth Management LLC12,396$705K0.4%-35.9%0.002%
8/14/2025 Diversify Wealth Management LLC52,010$2.93M0.2%+11.1%0.007%
8/14/2025 Diversify Advisory Services LLC25,963$1.46M0.1%+125.2%0.004%
8/14/2025 Napa Wealth Management7,786$443K0.2%-3.8%0.001%
8/14/2025 Peapack Gladstone Financial Corp3,851$219K0.0%N/A0.001%
8/14/2025 Hamilton Capital LLC1,273,052$72.37M4.0%N/A0.176%
8/14/2025 HUB Investment Partners LLC688,315$39.13M1.3%+2.3%0.095%
8/14/2025 Main Street Financial Solutions LLC53,738$3.06M0.2%+209.4%0.007%
8/14/2025 Clarity Asset Management Inc.431$25K0.0%N/A0.000%
8/14/2025 FAS Wealth Partners Inc.1,479,587$84.12M6.2%+4.5%0.205%
8/14/2025 Heritage Wealth Management Inc.35,129$2.00M0.6%+38.3%0.005%
8/14/2025 NewEdge Advisors LLC551,136$31.33M0.2%+110.9%0.076%
8/14/2025 Qube Research & Technologies Ltd7,775$442K0.0%+283.0%0.001%
8/14/2025 Hurley Capital LLC8,921$507K0.4%-12.0%0.001%
8/14/2025 CoreFirst Bank & Trust44,033$2.50M1.4%+1.7%0.006%
8/14/2025 Sentinus LLC7,136$406K0.1%-8.2%0.001%
8/14/2025 Tandem Financial LLC18,343$1.04M1.0%+4.2%0.003%
8/14/2025 Acorn Wealth Advisors LLC46,395$2.64M1.0%-0.4%0.006%
8/14/2025 L2 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%
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%
(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, 1,470 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 ($1.90B), 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 1,384 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 498,547,933 shares in the last 24 months. This purchase volume represents approximately $28.40B in transactions.

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

Of the 627 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 39,227,839 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 9/16/2025 by MarketBeat.com Staff
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