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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$57.32 +0.15 (+0.26%)
Closing price 07/25/2025 04:10 PM Eastern
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$57.36 +0.05 (+0.08%)
As of 07/25/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1097
Total
Institutional Inflows
(last 12 months)
$27.89B
Number of
Institutional Sellers
(last 12 months)
577
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
7/25/2025Community Bank N.A.175,867$10.00M1.3%+10.9%0.025%
7/25/2025NorthRock Partners LLC3,071$175K0.0%-14.5%0.000%
7/25/2025Atria Wealth Solutions Inc.507,452$28.86M0.7%-62.7%0.071%
7/25/2025Envestnet Portfolio Solutions Inc.179,498$10.20M0.0%-19.3%0.025%
7/25/2025Endowment Wealth Management Inc.7,277$414K0.2%+11.8%0.001%
7/25/2025Concord Asset Management LLC VA23,571$1.34M0.2%N/A0.003%
7/25/2025Sequoia Financial Advisors LLC18,229$1.04M0.0%-15.2%0.003%
7/25/2025Total Clarity Wealth Management Inc.3,664$208K0.1%-80.1%0.001%
7/25/2025M.E. Allison & CO. Inc.61,214$3.48M2.8%+25.2%0.009%
7/25/2025Lion Street Advisors LLC3,895$221K0.1%-57.9%0.001%
7/25/2025Pegasus Asset Management Inc.8,235$468K0.2%N/A0.001%
7/25/2025MGO One Seven LLC324,090$18.42M0.6%+4.9%0.045%
7/25/2025Cypress Capital Group5,400$307K0.0%N/A0.001%
7/25/2025Hazlett Burt & Watson Inc.3,280$186K0.1%-44.3%0.000%
7/25/2025Ellis Investment Partners LLC173,455$9.86M1.9%-13.8%0.024%
7/25/2025Retirement Planning Group LLC NY172,465$9.81M8.6%+18.5%0.024%
7/25/2025Alpha Financial Partners LLC20,273$1.15M0.8%+29.9%0.003%
7/25/2025LRI Investments LLC23,077$1.31M0.1%+7.3%0.003%
7/25/2025CWM LLC1,960,370$111.45M0.4%+1.1%0.273%
7/25/2025Means Investment CO. Inc.50,284$2.86M0.3%-10.3%0.007%
7/25/2025Sovereign Financial Group Inc.31,504$1.79M0.4%+16.2%0.004%
7/25/2025Concurrent Investment Advisors LLC151,033$8.59M0.2%+33.8%0.021%
7/25/2025Johnson Investment Counsel Inc.19,895$1.13M0.0%-8.7%0.003%
7/25/2025GFS Advisors LLC46,630$2.65M0.4%-1.6%0.006%
7/25/2025Apollon Financial LLC8,485$482K0.1%+55.0%0.001%
7/25/2025Apollon Wealth Management LLC853,671$48.53M1.0%-14.3%0.119%
7/25/2025Avion Wealth4,707$268K0.1%+356.5%0.001%
7/24/2025 Comprehensive Money Management Services LLC5,240$298K0.2%N/A0.001%
7/24/2025 West Bancorporation Inc.11,775$669K0.4%-12.7%0.002%
7/24/2025 KFA Private Wealth Group LLC10,814$615K0.2%+52.0%0.002%
7/24/2025 Williams & Novak LLC22,033$1.25M1.1%+15.3%0.003%
7/24/2025 Eastern Bank136,050$7.73M0.1%+16.0%0.019%
7/24/2025 Forefront Analytics LLC36,451$2.07M1.8%N/A0.005%
7/24/2025 JFS Wealth Advisors LLC2,505$142K0.0%-35.3%0.000%
7/24/2025 PDS Planning Inc30,243$1.72M0.1%+1.8%0.004%
7/24/2025 Robertson Stephens Wealth Management LLC61,100$3.47M0.1%-3.2%0.009%
7/24/2025 Aurora Private Wealth Inc.20,221$1.15M0.9%-3.7%0.003%
7/24/2025 Cascade Investment Group Inc.31,003$1.76M1.2%+0.9%0.004%
7/24/2025 Monument Capital Management15,347$872K0.2%-5.9%0.002%
7/24/2025 Nationwide Fund Advisors6,983,251$397.00M22.2%N/A0.973%
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7/24/2025 Vivid Wealth Management LLC102,365$5.82M2.6%-3.6%0.014%
7/24/2025 Riverchase Wealth Management LLC8,377$476K0.3%+119.8%0.001%
7/24/2025 Galvin Gaustad & Stein LLC37,424$2.13M0.2%+17.2%0.005%
7/24/2025 Etesian Wealth Advisors Inc.34,867$1.98M0.7%+39.7%0.005%
7/24/2025 Ulland Investment Advisors LLC93,734$5.33M4.1%+20.4%0.013%
7/24/2025 Coordinated Financial Services Inc.27,598$1.57M1.1%N/A0.004%
7/24/2025 Moseley Investment Management Inc.37,827$2.15M0.7%+8.4%0.005%
7/24/2025 Stonebridge Financial Group LLC118,426$6.73M0.7%-30.6%0.017%
7/24/2025 IFP Advisors Inc73,476$4.18M0.1%+7.1%0.010%
7/24/2025 Blair William & Co. IL212,699$12.09M0.0%+26.5%0.030%
7/24/2025 TFR Capital LLC.29,404$1.67M0.6%+15.0%0.004%
7/24/2025 Capital Advisors Ltd. LLC15,275$868K0.1%+1.3%0.002%
7/24/2025 Leo Wealth LLC13,470$766K0.1%N/A0.002%
7/24/2025 Lokken Investment Group LLC36,138$2.05M0.8%+32.1%0.005%
7/24/2025 US Bancorp DE27,328$1.55M0.0%-1.2%0.004%
7/24/2025 Columbia Advisory Partners LLC11,723$666K0.5%+58.5%0.002%
7/23/2025 Armstrong Fleming & Moore Inc10,916$621K0.3%-77.0%0.002%
7/23/2025 Columbus Macro LLC224,368$12.76M1.6%+12.0%0.031%
7/23/2025 Cornerstone Enterprises LLC498,682$28.35M15.3%+11.7%0.069%
7/23/2025 Vontobel Holding Ltd.5,531$314K0.0%+5.1%0.001%
7/23/2025 Horizon Advisory Services Inc.473,982$26.95M14.5%+2.0%0.066%
7/23/2025 Morey & Quinn Wealth Partners LLC3,685$209K0.2%N/A0.001%
7/23/2025 Clear Creek Financial Management LLC35,333$2.01M0.2%-5.2%0.005%
7/23/2025 Ignite Planners LLC60,910$3.47M0.5%+1.4%0.008%
7/23/2025 Fortis Advisors LLC9,646$548K0.4%+2.6%0.001%
7/23/2025 Castle Rock Wealth Management LLC12,866$734K0.2%-9.9%0.002%
7/23/2025 Valmark Advisers Inc.52,721$3.00M0.0%+74.0%0.007%
7/23/2025 Detalus Advisors LLC11,028$627K0.2%-31.3%0.002%
7/23/2025 Nelson Capital Management LLC30,357$1.73M0.2%+0.8%0.004%
7/23/2025 NBT Bank N A NY8,640$491K0.0%+35.1%0.001%
7/23/2025 Sax Wealth Advisors LLC51,162$2.91M0.2%+19.0%0.007%
7/23/2025 Venturi Wealth Management LLC5,743$327K0.0%-75.7%0.001%
7/23/2025 1 North Wealth Services LLC263,547$14.98M6.0%+2.0%0.037%
7/23/2025 Penney Financial LLC86,324$4.91M2.5%+1.4%0.012%
7/23/2025 Kingswood Wealth Advisors LLC125,158$7.12M0.6%-3.4%0.017%
7/23/2025 Joel Isaacson & Co. LLC26,231$1.49M0.1%-21.7%0.004%
7/23/2025 Laraway Financial Advisors Inc8,185$465K0.4%+3.3%0.001%
7/23/2025 Sachetta LLC41,704$2.37M0.9%-6.9%0.006%
7/23/2025 Tyche Wealth Partners LLC36,142$2.06M0.4%+124.2%0.005%
7/23/2025 Foresight Capital Management Advisors Inc.45,333$2.58M1.5%N/A0.006%
7/23/2025 Tcfg Wealth Management LLC21,094$1.20M0.5%+198.2%0.003%
7/23/2025 MADDEN SECURITIES Corp307,785$17.50M5.9%+1.1%0.043%
7/23/2025 Country Club Bank164,576$9.33M0.6%-0.3%0.023%
7/23/2025 Trueblood Wealth Management LLC22,209$1.26M0.5%-1.4%0.003%
7/23/2025 SteelPeak Wealth LLC41,813$2.38M0.1%-1.6%0.006%
7/23/2025 Prime Capital Investment Advisors LLC231,368$13.15M0.2%-75.3%0.032%
7/22/2025 Capital Advisors Inc. OK1,044,641$59.39M1.1%+1.8%0.145%
7/22/2025 Belpointe Asset Management LLC164,838$9.37M0.4%+2.6%0.023%
7/22/2025 MAS Advisors LLC41,612$2.37M3.9%-10.1%0.006%
7/22/2025 Confluence Wealth Services Inc.1,854,052$105.40M5.8%+4.9%0.257%
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7/22/2025 Valley National Advisers Inc.1,319$74K0.0%+61.1%0.000%
7/22/2025 Appleton Partners Inc. MA260,440$14.81M1.0%+0.2%0.036%
7/22/2025 Autumn Glory Partners LLC19,286$1.10M0.5%-11.3%0.003%
7/22/2025 Chung Wu Investment Group LLC35,922$2.04M2.1%+66.8%0.005%
7/22/2025 Valeo Financial Advisors LLC4,959$282K0.0%+22.4%0.001%
7/22/2025 DAVENPORT & Co LLC390,727$22.21M0.1%+15.7%0.054%
7/22/2025 Global Assets Advisory LLC111,549$6.33M2.5%-64.8%0.015%
7/22/2025 JSF Financial LLC50,388$2.87M0.7%+15.7%0.007%
7/22/2025 Merit Financial Group LLC180,930$10.29M0.1%-6.8%0.025%
7/22/2025 Innovative Wealth Building LLC18,806$1.07M0.9%+5.9%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, 1,440 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), JPMorgan Chase & Co. ($1.61B), Wells Fargo & Company MN ($837.35M), Royal Bank of Canada ($463.93M), and Envestnet Asset Management Inc. ($434.91M).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 1,352 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), Nationwide Fund Advisors ($6.98M), Raymond James Financial Inc. ($6.44M), 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 489,432,930 shares in the last 24 months. This purchase volume represents approximately $27.88B in transactions.

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

Of the 573 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. ($1.66M), Requisite Capital Management LLC ($1.44M), Atria Wealth Solutions Inc. ($853.33K), Prime Capital Investment Advisors LLC ($726.70K), Eaton Financial Holdings Company LLC ($723.15K), Franklin Resources Inc. ($659.53K), and 49 Wealth Management LLC ($544.05K).

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

Institutional investors have sold a total of 23,696,996 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 7/26/2025 by MarketBeat.com Staff
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