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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1138
Total
Institutional Inflows
(last 12 months)
$28.40B
Number of
Institutional Sellers
(last 12 months)
621
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
10/7/2025Sanders Morris Harris LLC13,694$782K0.1%+44.3%0.002%
10/6/2025Destiny Wealth Partners LLC132,953$7.59M0.9%+8.4%0.018%
10/6/2025Orgel Wealth Management LLC5,892$336K0.0%+16.0%0.001%
10/6/2025Fragasso Financial Advisors Inc64,411$3.67M0.2%+3.3%0.009%
10/6/2025Venture Visionary Partners LLC10,823$618K0.0%-71.9%0.001%
10/3/2025 KFA Private Wealth Group LLC11,440$653K0.2%+5.8%0.002%
10/3/2025 Summit Financial Wealth Advisors LLC91,522$5.20M0.8%+6.3%0.013%
10/3/2025 St. Clair Advisors LLC261,990$14.96M4.0%-11.8%0.036%
10/2/2025 Boyum Wealth Architects LLC116,264$6.64M4.1%+32.5%0.016%
10/2/2025 Boyum Wealth Architects LLC116,264$6.64M4.1%+32.5%0.016%
10/2/2025 GAMMA Investing LLC8,179$467K0.0%-69.0%0.001%
10/2/2025 First Hawaiian Bank166,441$9.50M1.2%+26.2%0.023%
10/1/2025 Park National Corp OH7,758$443K0.0%+44.6%0.001%
9/29/2025 Summit Financial Wealth Advisors LLC86,110$4.90M0.9%+3.4%0.012%
9/26/2025Corient Private Wealth LLC102,310$5.82M0.0%+127.4%0.014%
9/19/2025Base Wealth Management LLC64,555$3.67M2.4%+32.7%0.009%
9/12/2025Valeo Financial Advisors LLC4,959$282K0.0%+22.4%0.001%
9/9/2025NWF Advisory Services Inc.212,392$12.08M1.4%+8.7%0.029%
9/4/2025SevenBridge Financial Group LLC35,605$2.01M0.4%-25.5%0.005%
9/4/2025Osaic Holdings Inc.6,248,359$355.33M0.6%+1.4%0.866%
9/3/2025American Trust60,397$3.43M0.3%+258.3%0.008%
9/2/2025PVG Asset Management Corp6,859$390K1.3%+11.3%0.001%
8/29/2025Centaurus Financial Inc.100,967$5.74M0.3%+11.3%0.014%
8/27/2025Orion Porfolio Solutions LLC402,982$22.91M0.2%+11.4%0.056%
8/26/2025Thrivent Financial for Lutherans41,112$2.34M0.0%-70.3%0.006%
8/26/2025Nautilus Advisors LLC8,476$482K0.4%-51.1%0.001%
8/25/2025Silverlake Wealth Management LLC79,232$4.50M1.3%+8.2%0.011%
8/20/2025Thompson Davis & CO. Inc.12,572$715K0.4%-12.4%0.002%
8/20/2025Coppell Advisory Solutions LLC23,755$1.35M0.2%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.42,846$2.44M0.1%N/A0.006%
8/19/2025Newbridge Financial Services Group Inc.72,310$4.11M0.7%-13.3%0.010%
8/19/2025Cape Investment Advisory Inc.2,070$118K0.0%+73.9%0.000%
8/19/2025Advisory Services Network LLC290,347$16.40M0.3%+1.9%0.040%
8/19/2025Asset Dedication LLC490$28K0.0%N/A0.000%
8/19/2025Element Pointe Advisors LLC239,305$13.61M3.3%-48.0%0.033%
8/18/2025Tactive Advisors LLC16,161$919K0.3%N/A0.002%
8/18/2025N.E.W. Advisory Services LLC80,800$4.59M0.4%-22.3%0.011%
8/18/2025Geneos Wealth Management Inc.285,816$16.25M0.4%+20.0%0.040%
8/18/2025Kestra Investment Management LLC19,081$1.09M0.0%-19.2%0.003%
8/18/2025Pacific Center for Financial Services158,873$9.03M2.5%-76.4%0.022%
8/16/2025Headlands Technologies LLC5,688$323K0.0%+3,025.3%0.001%
8/15/2025Security National Bank of Sioux City Iowa IA23,645$1.34M0.9%+140.2%0.003%
8/15/2025Security National Bank of SO Dak29,885$1.70M0.9%+46.2%0.004%
8/15/2025Asset Allocation Strategies LLC35,207$2.00M0.4%+36.7%0.005%
8/15/2025Corient Private Wealth LLC102,307$5.82M0.0%+127.4%0.014%
8/15/2025Equitable Holdings Inc.45,678$2.60M0.0%-11.9%0.006%
8/15/2025Florida Financial Advisors LLC13,839$787K0.3%+14.5%0.002%
8/15/2025Chapman Financial Group LLC9,553$543K0.5%N/A0.001%
8/15/2025FSB Premier Wealth Management Inc.26,773$1.52M0.5%-6.3%0.004%
8/15/2025Captrust Financial Advisors259,789$14.77M0.0%+7.1%0.036%
8/15/2025Blue Chip Partners LLC16,355$930K0.1%+1.2%0.002%
8/15/2025Keel Point LLC4,769$271K0.0%N/A0.001%
8/15/2025Prevail Innovative Wealth Advisors LLC113,157$6.43M1.4%+26.2%0.016%
8/15/2025WFA of San Diego LLC8,170$464K0.3%N/A0.001%
8/15/2025Visionary Wealth Advisors207,590$11.80M0.6%-12.5%0.029%
8/15/2025Smartleaf Asset Management LLC47,580$2.70M0.2%-37.0%0.007%
8/15/2025Snowden Capital Advisors LLC138,716$7.89M0.2%-11.0%0.019%
8/15/2025Orion Porfolio Solutions LLC158,665$9.02M0.1%-56.1%0.022%
8/15/2025MML Investors Services LLC3,357,833$190.89M0.6%+5.0%0.465%
8/15/2025Modern Wealth Management LLC73,702$4.19M0.1%-29.2%0.010%
8/15/2025Helium Advisors LLC59,953$3.41M2.2%-11.5%0.008%
8/15/2025Hilton Capital Management LLC734,824$41.78M3.3%+38.9%0.102%
8/15/2025Houlihan Financial Resource Group Ltd.8,900$503K0.2%N/A0.001%
8/15/2025Great Valley Advisor Group Inc.308,698$17.55M0.4%+118.9%0.043%
8/15/2025Garden State Investment Advisory Services LLC121,431$6.91M1.7%-2.4%0.017%
8/15/2025Elevatus Welath Management10,819$615K0.2%+46.9%0.001%
8/15/2025EP Wealth Advisors LLC263,391$14.97M0.1%-2.6%0.036%
8/15/2025Curi Capital LLC12,589$716K0.0%+9.7%0.002%
8/15/2025Benjamin Edwards Inc.120,950$6.88M0.1%+16.0%0.017%
8/15/2025BTG Pactual Asset Management US LLC540$31K0.0%N/A0.000%
8/15/2025Bank of America Corp DE33,372,182$1.90B0.1%+2.1%4.624%
8/15/2025AFT Forsyth & Company Inc.12,385$704K0.4%+35.9%0.002%
8/15/2025Ameriprise Financial Inc.63,016$3.58M0.0%+18.3%0.009%
8/15/2025AQR Capital Management LLC93,331$5.31M0.0%+10.1%0.013%
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%
(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 498,485,308 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 620 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 39,062,850 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 10/7/2025 by MarketBeat.com Staff
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