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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$57.18 +0.32 (+0.55%)
As of 01:31 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)
1136
Total
Institutional Inflows
(last 12 months)
$28.33B
Number of
Institutional Sellers
(last 12 months)
621
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
10/20/2025Pure Financial Advisors LLC12,195$696K0.0%-7.9%0.002%
10/17/2025Annex Advisory Services LLC10,216$583K0.0%-25.4%0.001%
10/17/2025Goldstone Financial Group LLC47,899$2.74M0.3%-25.9%0.007%
10/17/2025Financial Partners Group Inc26,617$1.52M0.2%-19.5%0.004%
10/17/2025Institute for Wealth Management LLC.24,991$1.43M0.1%-2.5%0.003%
10/17/20255T Wealth LLC48,537$2.77M1.2%+26.8%0.007%
10/17/2025Harbor Asset Planning Inc.12,635$722K0.6%-8.7%0.002%
10/17/2025Archford Capital Strategies LLC52,681$3.01M0.4%+7.0%0.007%
10/17/2025FSC Wealth Advisors LLC8,216$469K0.3%+15.7%0.001%
10/17/2025Worth Asset Management LLC36,971$2.11M0.9%+10.3%0.005%
10/17/2025Perigon Wealth Management LLC82,112$4.69M0.1%+1.8%0.011%
10/17/2025Sandbox Financial Partners LLC198,398$11.33M3.2%-4.0%0.027%
10/17/2025Sowell Financial Services LLC103,515$5.91M0.2%-1.1%0.014%
10/17/2025Ehrlich Financial Group58,655$3.35M2.0%-2.2%0.008%
10/17/2025Sovereign Financial Group Inc.34,992$2.00M0.4%+11.1%0.005%
10/17/2025Mayflower Financial Advisors LLC31,371$1.79M0.2%-1.5%0.004%
10/17/2025Eagle Bay Advisors LLC3,509$200K0.2%N/A0.000%
10/17/2025Apella Capital LLC338,382$19.12M0.4%+303.5%0.047%
10/17/2025Smallwood Wealth Investment Management LLC19,789$1.13M0.6%+22.7%0.003%
10/17/2025Apollon Financial LLC10,805$617K0.1%+27.3%0.001%
10/17/2025Apollon Wealth Management LLC783,113$44.72M0.8%-8.3%0.108%
10/16/2025 Castle Rock Wealth Management LLC12,453$707K0.2%-3.2%0.002%
10/16/2025 Columbus Macro LLC254,301$14.52M1.7%+13.3%0.035%
10/16/2025 Mezzasalma Advisors LLC11,925$681K0.2%N/A0.002%
10/16/2025 Hengehold Capital Management LLC5,561$318K0.0%+10.6%0.001%
10/16/2025 Greenwood Capital Associates LLC10,922$624K0.1%N/A0.002%
10/16/2025 Lowe Wealth Advisors LLC114,096$6.52M2.4%-1.4%0.016%
10/16/2025 Capital Advisors Ltd. LLC13,871$792K0.1%-9.2%0.002%
10/16/2025 HBW Advisory Services LLC481,341$27.49M3.1%-8.2%0.067%
10/16/2025 CRA Financial Services LLC8,404$480K0.1%+42.3%0.001%
10/16/2025 Highland Capital Management LLC20,130$1.15M0.1%+51.4%0.003%
10/16/2025 Curran Financial Partners LLC340,270$19.43M3.8%+12.5%0.047%
10/16/2025 HBK Sorce Advisory LLC23,298$1.33M0.0%+3.5%0.003%
10/16/2025 Syntegra Private Wealth Group LLC19,471$1.11M0.1%+1.4%0.003%
10/16/2025 Blue Trust Inc.18,631$1.06M0.0%-1.4%0.003%
10/16/2025 Sheets Smith Wealth Management41,401$2.36M0.3%+3.4%0.006%
10/16/2025 Foresight Capital Management Advisors Inc.49,897$2.85M1.6%+10.1%0.007%
10/16/2025 Capital Advisors Wealth Management LLC112,268$6.41M0.9%+5.8%0.016%
10/16/2025 Scott Capital Advisors LLC123,643$7.04M1.6%+124.4%0.017%
10/16/2025 Fortress Wealth Management Inc.10,265$586K0.3%-2.6%0.001%
10/15/2025 TrueWealth Advisors LLC48,808$2.79M0.8%+2.4%0.007%
10/15/2025 CWM LLC1,947,086$111.18M0.3%-0.7%0.270%
10/15/2025 Johnson & White Wealth Management LLC9,667$552K0.3%+3.2%0.001%
10/15/2025 Independent Wealth Network Inc.42,555$2.43M0.8%+5.4%0.006%
10/15/2025 Horizon Advisory Services Inc.483,273$27.60M14.1%+2.0%0.067%
10/15/2025 Weinberger Asset Management Inc72,954$4.17M1.5%+3.4%0.010%
10/15/2025 First PREMIER Bank48,105$2.75M0.6%+3.5%0.007%
10/15/2025 Milestone Asset Management LLC119,770$6.84M1.3%+19.5%0.017%
10/15/2025 Mascagni Wealth Management Inc.9,289$530K0.4%-9.1%0.001%
10/15/2025 World Investment Advisors210,238$12.01M0.2%+5.0%0.029%
10/15/2025 Cambridge Advisors Inc.187,501$10.71M2.1%+8.8%0.026%
10/15/2025 Brady Martz Wealth Solutions LLC136,840$7.81M1.4%+0.3%0.019%
10/15/2025 Atwood & Palmer Inc.1,567$89K0.0%+569.7%0.000%
10/15/2025 Tritonpoint Wealth LLC19,576$1.12M0.1%-5.7%0.003%
10/15/2025 Brookstone Capital Management823,606$47.03M0.6%-0.6%0.114%
10/15/2025 Private Trust Co. NA3,045$174K0.0%-11.3%0.000%
10/15/2025 Founders Financial Securities LLC30,757$1.76M0.1%+5.7%0.004%
10/15/2025 Future Financial Wealth Managment LLC1,682$96K0.1%+68.2%0.000%
10/15/2025 Davies Financial Advisors Inc.3,953$226K0.2%-22.6%0.001%
10/15/2025 DAVENPORT & Co LLC421,087$24.04M0.1%+7.8%0.058%
10/15/2025 Meriwether Wealth & Planning LLC5,217$298K0.2%-16.0%0.001%
10/15/2025 Kelly Financial Services LLC25,517$1.46M0.4%+21.7%0.004%
10/15/2025 Taylor & Morgan Wealth Management LLC14,512$829K0.5%+3.0%0.002%
10/14/2025 Tactive Advisors LLC16,672$952K0.3%+3.2%0.002%
10/14/2025 Highline Wealth Partners LLC6,288$359K0.1%+314.2%0.001%
10/14/2025 Monument Capital Management13,773$786K0.2%-10.3%0.002%
10/14/2025 True North Advisors LLC47,637$2.72M0.4%+7.6%0.007%
10/14/2025 ADG Wealth Management Group LLC167,913$9.59M7.6%+1.0%0.023%
10/14/2025 Farther Finance Advisors LLC54,598$3.12M0.0%-61.6%0.008%
10/14/2025 21 West Wealth Management LLC90,726$5.18M4.9%+1.6%0.013%
10/14/2025 AIFG Consultants Ltd.43,578$2.49M4.4%-7.5%0.006%
10/14/2025 Berger Financial Group Inc27,151$1.55M0.1%+97.5%0.004%
10/14/2025 HBK Sorce Advisory LLC24,142$1.37M0.0%+7.3%0.003%
10/14/2025 LongView Wealth Management33,070$1.89M0.5%+29.6%0.005%
10/14/2025 Sloy Dahl & Holst LLC26,651$1.52M0.2%+8.3%0.004%
10/14/2025 Exchange Traded Concepts LLC165,010$9.42M0.1%-13.9%0.023%
10/14/2025 J2 Capital Management Inc62,336$3.56M2.7%-29.1%0.009%
10/14/2025 Private Client Services LLC59,132$3.38M1.1%+34.0%0.008%
10/14/2025 Retirement Income Solutions Inc.3,705$212K0.0%N/A0.001%
10/14/2025 Brighton Jones LLC7,441$425K0.0%-57.3%0.001%
10/14/2025 Hixon Zuercher LLC11,536$659K0.2%+4.5%0.002%
10/10/2025 SK Wealth Management LLC366,601$20.81M7.8%-3.2%0.051%
10/10/2025 Marion Wealth Management18,273$1.04M0.2%+1.4%0.003%
10/10/2025 Fifth Third Securities Inc.125,869$7.19M0.5%+37.7%0.017%
10/10/2025 Spinnaker Investment Group LLC29,087$1.66M0.3%+4.6%0.004%
10/10/2025 Lineweaver Wealth Advisors LLC12,432$710K0.1%-21.0%0.002%
10/10/2025 Sound Income Strategies LLC31,648$1.80M0.1%-8.2%0.004%
10/10/2025 Thomasville National Bank86,285$4.93M0.3%+0.3%0.012%
10/10/2025 Foster Victor Wealth Advisors LLC15,286$872K0.1%+35.7%0.002%
10/10/2025 Orrstown Financial Services Inc.406,346$23.20M4.0%+7.8%0.056%
10/10/2025 Flputnam Investment Management Co.18,728$1.07M0.0%+5.8%0.003%
10/10/2025 Selective Wealth Management Inc.144,939$8.24M2.7%-1.4%0.020%
10/10/2025 Falcon Wealth Planning17,278$987K0.1%+25.9%0.002%
10/10/2025 Focused Wealth Management Inc88,718$5.07M0.5%+1.2%0.012%
10/10/2025 Cyndeo Wealth Partners LLC14,147$808K0.0%-22.6%0.002%
10/10/2025 Advance Capital Management Inc.17,394$993K0.0%-95.6%0.002%
10/10/2025 Focus Financial Network Inc.66,670$3.81M0.1%+4.0%0.009%
10/10/2025 KMG Fiduciary Partners LLC99,035$5.66M0.4%+5.0%0.014%
10/10/2025 Signal Advisors Wealth LLC25,001$1.43M0.1%-84.2%0.003%
10/10/2025 Fiduciary Financial Group LLC16,420$938K0.1%+45.0%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, 1,471 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 1,381 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 497,433,799 shares in the last 24 months. This purchase volume represents approximately $28.33B in transactions.

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

Of the 621 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 ($1.22M), 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 39,101,315 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 10/20/2025 by MarketBeat.com Staff
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