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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$55.84 -0.08 (-0.13%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1076
Total
Institutional Inflows
(last 12 months)
$4.90B
Number of
Institutional Sellers
(last 12 months)
545
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
5/21/2025Westbourne Investments Inc.38,020$2.17M1.3%-7.2%0.005%
5/21/2025Main Line Retirement Advisors LLC22,619$1.29M0.8%-7.0%0.003%
5/21/2025MBL Wealth LLC7,915$452K0.0%+41.8%0.001%
5/21/2025McAdam LLC6,918$395K0.0%-6.4%0.001%
5/21/2025 Geneos Wealth Management Inc.238,104$13.61M0.5%+1.9%0.034%
5/21/2025Schmidt P J Investment Management Inc.4,803$274K0.1%-8.8%0.001%
5/20/2025 Acorns Advisers LLC16,138$922K0.0%+24.0%0.002%
5/20/2025 Blue Rock Wealth Management LLC46,332$2.65M2.2%+20.4%0.007%
5/20/2025 Fortis Capital Advisors LLC7,937$454K0.1%+16.3%0.001%
5/20/2025 Belpointe Asset Management LLC160,708$9.18M0.5%+54.1%0.023%
5/20/2025 Focus Partners Wealth730,813$41.76M0.1%+29.6%0.103%
5/20/2025 Integrity Alliance LLC.67,798$3.87M0.2%N/A0.010%
5/20/2025 Security National Bank of Sioux City Iowa IA9,845$563K0.4%N/A0.001%
5/16/2025 Prostatis Group LLC7,019$401K0.1%-5.5%0.001%
5/16/2025 American Trust16,857$963K0.2%-80.7%0.002%
5/16/2025 Semmax Financial Advisors Inc.1,911$106K0.0%+2,202.4%0.000%
5/16/2025 Arete Wealth Advisors LLC81,619$4.66M0.3%+7.2%0.012%
5/16/2025 Signature Estate & Investment Advisors LLC54,361$3.11M0.1%+11.8%0.008%
5/16/2025 Ashton Thomas Private Wealth LLC59,078$3.38M0.1%-16.2%0.008%
5/16/2025 Goldman Sachs Group Inc.14,830$847K0.0%N/A0.002%
5/16/2025 Kestra Investment Management LLC23,615$1.35M0.0%+92.0%0.003%
5/16/2025 Cape Investment Advisory Inc.1,190$68K0.0%+186.7%0.000%
5/16/2025 Jones Financial Companies Lllp140,244$8.01M0.0%+2,337,300.0%0.020%
5/16/2025 Legacy Wealth Managment LLC ID1,231$70K0.0%-20.0%0.000%
5/16/2025 Coordinated Financial Services Inc. CO28,486$1.63M1.2%N/A0.004%
5/16/2025 Sepio Capital LP4,995$285K0.0%-68.1%0.001%
5/16/2025 Rockport Wealth LLC56,883$3.25M1.1%-4.0%0.008%
5/16/2025 Pacific Center for Financial Services671,810$38.39M10.2%+0.4%0.095%
5/16/2025 Pinnacle Family Advisors LLC7,546$431K0.2%-4.4%0.001%
5/16/2025 Plotkin Financial Advisors LLC28,711$1.64M1.0%-6.5%0.004%
5/16/2025 Hancock Whitney Corp18,134$1.04M0.0%+151.3%0.003%
5/16/2025 Concorde Asset Management LLC11,891$652K0.3%+36.9%0.002%
5/16/2025 Curi RMB Capital LLC11,472$656K0.0%+11.2%0.002%
5/16/2025 Banque Transatlantique SA5,300$280K0.0%N/A0.001%
5/16/2025 AQR Capital Management LLC84,790$4.85M0.0%+28.1%0.012%
5/16/2025 Ancora Advisors LLC39,649$2.27M0.1%-1.1%0.006%
5/16/2025 Aprio Wealth Management LLC128,238$7.33M0.9%+5.9%0.018%
5/16/2025 1 North Wealth Services LLC258,319$14.76M6.8%+4.8%0.037%
5/15/2025 Paragon Private Wealth Management LLC4,976$284K0.1%-32.4%0.001%
5/15/2025 EP Wealth Advisors LLC270,547$15.46M0.1%-1.5%0.038%
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5/15/2025 Ashton Thomas Securities LLC19,703$1.13M0.3%+2.8%0.003%
5/15/2025 Focus Partners Advisor Solutions LLC143,569$8.20M0.1%-4.4%0.020%
5/15/2025 Ameriflex Group Inc.54,275$3.10M1.3%+20.5%0.008%
5/15/2025 Flputnam Investment Management Co.29,636$1.69M0.0%+22.6%0.004%
5/15/2025 Royal Bank of Canada8,119,139$463.93M0.1%+10.5%1.149%
5/15/2025 Betterment LLC13,512$772K0.0%-10.5%0.002%
5/15/2025 MAI Capital Management431,103$24.63M0.2%+5.9%0.061%
5/15/2025 Calton & Associates Inc.72,916$4.17M0.9%+1,790.5%0.010%
5/15/2025 Brasada Capital Management LP14,388$822K0.2%-12.5%0.002%
5/15/2025 FRG Family Wealth Advisors LLC119,054$6.80M1.3%+24.8%0.017%
5/15/2025 Baird Financial Group Inc.1,264,248$72.24M0.1%+4.2%0.179%
5/15/2025 Monterey Private Wealth Inc.70,772$4.04M1.2%+28.2%0.010%
5/15/2025 Beck Bode LLC14,951$854K0.2%-17.4%0.002%
5/15/2025 Cascade Investment Group Inc.30,712$1.76M1.3%-1.4%0.004%
5/14/2025 Truvestments Capital LLC1,016$58K0.0%N/A0.000%
5/14/2025 Delta Investment Management LLC92,076$5.26M1.1%-15.7%0.013%
5/14/2025 Note Advisors LLC26,216$1.50M1.2%+12.0%0.004%
5/14/2025 CreativeOne Wealth LLC190,370$10.88M0.3%-15.8%0.027%
5/14/2025 Quadcap Wealth Management LLC9,981$570K0.1%-16.5%0.001%
5/14/2025 Per Stirling Capital Management LLC.27,348$1.56M0.2%+5.5%0.004%
5/14/2025 Samalin Investment Counsel LLC6,806$389K0.2%-24.1%0.001%
5/14/2025 PKS Advisory Services LLC32,456$1.86M0.5%-2.2%0.005%
5/14/2025 Talisman Wealth Advisors LLC4,814$275K0.3%N/A0.001%
5/14/2025 NCM Capital Management LLC136,307$7.79M3.5%+8.8%0.019%
5/14/2025 Apexium Financial LP179,372$10.25M0.6%+90.8%0.025%
5/14/2025 Comerica Bank360,662$20.61M0.1%+8.3%0.051%
5/14/2025 RPg Family Wealth Advisory LLC61,955$3.54M1.0%+12.0%0.009%
5/14/2025 Synovus Financial Corp623,364$35.62M0.5%+16.0%0.088%
5/14/2025 Southeast Asset Advisors LLC102,429$5.85M0.7%+4.5%0.014%
5/14/2025 Napa Wealth Management8,096$463K0.3%-34.4%0.001%
5/14/2025 SVB Wealth LLC1,834$105K0.0%N/A0.000%
5/14/2025 B&D White Capital Company LLC278,502$15.91M2.3%N/A0.039%
5/14/2025 Cadence Bank171,251$9.79M0.7%+19.4%0.024%
5/14/2025 Smartleaf Asset Management LLC75,513$4.28M0.4%+1.2%0.011%
5/14/2025 Caitlin John LLC4,098$234K0.2%+55.2%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.3,033,921$173.36M0.1%+7.1%0.429%
5/14/2025 Haverford Trust Co48,207$2.76M0.0%+118.8%0.007%
5/14/2025 Trinity Legacy Partners LLC251,590$14.10M3.6%+4.1%0.036%
5/14/2025 Sax Wealth Advisors LLC42,990$2.46M0.2%+62.8%0.006%
5/14/2025 Van Hulzen Asset Management LLC36,172$2.07M0.2%+2.3%0.005%
5/14/2025 Kestra Advisory Services LLC1,493,777$85.35M0.4%+13.0%0.211%
5/14/2025 Purus Wealth Management LLC45,655$2.61M1.1%-0.7%0.006%
5/14/2025 MAS Advisors LLC46,303$2.65M4.1%+36.2%0.007%
5/14/2025 Integras Partners LLC38,045$2.17M2.0%+16.0%0.005%
5/14/2025 Lionsbridge Wealth Management LLC86,167$4.92M4.4%-6.7%0.012%
5/14/2025 CW Advisors LLC66,277$3.80M0.0%+474.8%0.009%
5/14/2025 Joseph P. Lucia & Associates LLC80,663$4.61M2.1%+3.8%0.011%
5/14/2025 TFB Advisors LLC12,297$703K0.2%+15.7%0.002%
5/14/2025 Capital Analysts LLC177,197$10.13M0.4%-3.2%0.025%
5/14/2025 Level Four Advisory Services LLC44,984$2.57M0.1%+3.0%0.006%
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5/14/2025 Tradition Wealth Management LLC308,358$17.62M1.5%-4.2%0.044%
5/14/2025 Venture Visionary Partners LLC38,438$2.20M0.1%-43.7%0.005%
5/14/2025 ZEGA Investments LLC99,974$5.71M0.9%+189.9%0.014%
5/14/2025 JT Stratford LLC16,372$935K0.2%+15.8%0.002%
5/14/2025 Andina Capital Management LLC20,796$1.19M0.8%-3.2%0.003%
5/14/2025 Colonial Trust Advisors1,506$86K0.0%N/A0.000%
5/14/2025 Laraway Financial Advisors Inc7,925$453K0.4%+15.3%0.001%
5/14/2025 M Holdings Securities Inc.43,453$2.48M0.4%+7.2%0.006%
5/14/2025 Pinnacle Wealth Management LLC159,767$9.13M10.3%N/A0.023%
5/13/2025 Aptus Capital Advisors LLC523,367$29.91M0.3%+4.1%0.074%
(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, 1,418 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were 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), Envestnet Asset Management Inc. ($434.91M), and Raymond James Financial Inc. ($367.73M).Learn more on JEPI's institutional investors.

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

Of the 1,339 institutional investors that purchased JPMorgan Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($12.29M), JPMorgan Chase & Co. ($11.80M), GAMMA Investing LLC ($7.47M), Raymond James Financial Inc. ($6.44M), Global Assets Advisory LLC ($6.38M), Envestnet Asset Management Inc. ($4.71M), and Cetera Investment Advisers ($3.61M).

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

Institutional investors have bought a total of 168,691,230 shares in the last 24 months. This purchase volume represents approximately $9.52B in transactions.

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

Of the 709 institutional investors that sold JPMorgan Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($6.71M), Gradient Investments LLC ($919.55K), Compass Ion Advisors LLC ($811.98K), Requisite Capital Management LLC ($796.07K), Eaton Financial Holdings Company LLC ($723.15K), Franklin Resources Inc. ($665.67K), and B & T Capital Management DBA Alpha Capital Management ($622.29K).

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

Institutional investors have sold a total of 40,866,117 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 5/22/2025 by MarketBeat.com Staff
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