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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.44 +0.28 (+0.50%)
As of 06/29/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1134
Total
Institutional Inflows
(last 12 months)
$26.38B
Number of
Institutional Sellers
(last 12 months)
726
Total
Institutional Outflows
(last 12 months)
$3.46B
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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
6/23/2026MTM Financial Group LLC208,878$11.84M5.6%+12.5%0.026%
6/16/2026PVG Asset Management Corp9,165$517K0.4%-13.0%0.001%
6/12/2026S&A Financial Services Inc.64,115$3.63M2.5%N/A0.008%
6/10/2026FAS Wealth Partners Inc.1,530,376$86.74M5.4%-1.4%0.193%
6/8/2026Pine Valley Investments Ltd Liability Co12,796$725K0.0%+11.3%0.002%
6/3/2026CoreFirst Bank & Trust50,971$2.89M1.5%+7.3%0.006%
6/3/2026Parallel Advisors LLC67,590$3.83M0.1%+16.2%0.009%
6/3/2026NewEdge Advisors LLC778,360$44.12M0.2%+14.2%0.098%
6/1/2026Caerus Investment Advisors LLC33,078$1.88M0.8%-12.4%0.004%
6/1/2026Foguth Wealth Management LLC.919,518$51.53M6.4%+366.7%0.116%
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6/1/2026Concorde Asset Management LLC4,961$281K0.1%-68.0%0.001%
5/28/2026Cozad Asset Management Inc.22,605$1.28M0.1%+19.8%0.003%
5/28/2026Maripau Wealth Management LLC10,315$585K0.3%+12.1%0.001%
5/27/2026Allen Capital Group LLC244,812$13.88M1.2%+2.8%0.031%
5/27/2026Capasso Planning Partners LLC20,753$1.18M0.6%+145.1%0.003%
5/26/2026Summit Financial Wealth Advisors LLC126,523$7.17M1.0%+15.9%0.016%
5/22/2026WNY Asset Management LLC108,291$6.14M0.6%N/A0.014%
5/22/2026Segall Bryant & Hamill LLC8,466$491K0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC33,487$1.90M0.1%+4.5%0.004%
5/20/2026Norris Financial Group LLC3,776$214K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC96,678$5.48M0.2%N/A0.012%
5/19/2026Mascagni Wealth Management Inc.7,366$418K0.3%+15.7%0.001%
5/19/2026Royal Fund Management LLC6,046$343K0.0%+15.4%0.001%
5/19/2026NewEdge Advisors LLC748,270$42.41M0.8%+9.8%0.094%
5/19/2026Bank of America Corp DE30,997,664$1.76B0.1%-2.6%3.912%
5/19/2026Edgestream Partners L.P.3,686$209K0.0%-84.6%0.000%
5/19/2026Cassady Wealth & Retirement Planning LLC13,212$761K0.4%-11.2%0.002%
5/19/2026Centaurus Financial Inc.134,241$7.61M0.4%-0.5%0.017%
5/19/2026Bull Harbor Capital LLC6,278$356K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors606,352$34.37M0.6%+390.1%0.077%
5/18/2026Sunbelt Securities Inc.19,147$1.09M0.1%+5.1%0.002%
5/18/2026Adalta Capital Management LLC3,000$170K0.1%-40.0%0.000%
5/18/2026EverSource Wealth Advisors LLC133,423$7.56M0.2%-15.2%0.017%
5/18/2026Empire Financial Management Company LLC67,216$3.81M0.9%-1.9%0.008%
5/18/2026Talon Private Wealth LLC5,317$301K0.0%N/A0.001%
5/18/2026Royal Bank of Canada8,366,269$474.20M0.1%+5.7%1.056%
5/18/2026Reliant Wealth Planning4,633$263K0.1%-33.5%0.001%
5/18/2026Evercore Wealth Management LLC7,834$444K0.0%-39.0%0.001%
5/16/2026Glen Eagle Advisors LLC5,838$331K0.0%+7.7%0.001%
5/16/2026Quantinno Capital Management LP70,007$3.97M0.0%+13.5%0.009%
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5/15/2026Northeast Financial Group Inc.150,184$8.51M2.1%-16.7%0.019%
5/15/2026Gateway Wealth Partners LLC8,206$465K0.0%+116.1%0.001%
5/15/2026Wealth Watch Advisors INC19,041$1.08M0.5%+37.4%0.002%
5/15/2026Blue Chip Partners LLC19,371$1.10M0.1%+45.5%0.002%
5/15/2026Quadcap Wealth Management LLC6,748$382K0.0%-6.8%0.001%
5/15/2026Everest Financial Group LLC268,497$15.22M2.5%+19.5%0.034%
5/15/2026Bradley Foster & Sargent Inc. CT47,931$2.72M0.0%-21.9%0.006%
5/15/2026Waverly Advisors LLC544,854$30.88M0.2%+54.6%0.069%
5/15/2026Wealth Alliance LLC25,213$1.43M0.1%+1.3%0.003%
5/15/2026Vivaldi Capital Management LP7,655$434K0.1%+8.7%0.001%
5/15/2026Bridgewater Advisors Inc.3,888$217K0.0%-15.3%0.000%
5/15/2026Boreal Capital Management LLC24,214$1.37M1.3%-32.3%0.003%
5/14/2026Sentinel Advisory Group LLC9,368$531K0.3%N/A0.001%
5/14/2026Renaissance Technologies LLC9,835$557K0.0%-86.1%0.001%
5/14/2026Hilltop Holdings Inc.4,309$244K0.0%-46.2%0.001%
5/14/2026Compound Planning Inc.14,555$825K0.0%+5.8%0.002%
5/14/2026Modern Wealth Management LLC73,316$4.14M0.1%-8.4%0.009%
5/14/2026Wills Financial Group LLC5,785$324K0.1%+22.8%0.001%
5/14/2026American Financial Advisors LLC9,106$516K0.1%+9.5%0.001%
5/14/2026Lido Advisors LLC463,452$26.27M0.1%+14.9%0.058%
5/13/2026Cetera Investment Advisers6,083,774$344.83M0.4%+10.0%0.768%
5/13/2026Wealthspire Retirement LLC196,812$11.16M0.7%+4.4%0.025%
5/13/2026Dynamic Wealth Strategies LLC898$51K0.0%N/A0.000%
5/13/2026Signature Equity Partners LLC3,904$221K0.1%-75.4%0.000%
5/13/2026NewEdge Wealth LLC75,224$4.26M0.1%+11.5%0.009%
5/12/2026Millennium Capital Advisors LLC22,464$1.27M0.8%+1.3%0.003%
5/12/2026Cascade Wealth Advisors Inc159,523$8.93M3.6%-7.4%0.020%
5/8/2026PNC Financial Services Group Inc.1,929,732$109.38M0.1%+16.9%0.244%
5/8/2026Burling Wealth Partners LLC19,517$1.11M0.2%-14.3%0.002%
5/8/2026JSF Financial LLC68,183$3.87M0.8%+54.1%0.009%
5/7/2026Florida Financial Advisors LLC10,715$607K0.1%-21.4%0.001%
5/7/2026Balefire LLC6,355$360K0.1%+25.3%0.001%
5/7/2026Parallel Advisors LLC67,590$3.83M0.1%+16.2%0.009%
5/7/2026Resolute Wealth Strategies LLC14,190$804K0.3%+1.9%0.002%
5/7/2026Nelson Capital Management LLC24,586$1.39M0.2%-21.5%0.003%
5/7/2026Decker Wealth Management LLC127,740$7.24M1.6%N/A0.016%
5/7/2026Little House Capital LLC3,667$208K0.1%-94.0%0.000%
5/7/2026Spartan Wealth Advisory Services LLC33,691$1.91M0.2%N/A0.004%
5/7/2026Crescent Grove Advisors LLC66,029$3.74M0.4%+346.2%0.008%
5/6/2026Annis Gardner Whiting Capital Advisors LLC34,338$1.95M0.3%+3.8%0.004%
5/6/2026Frontier Asset Management LLC37,047$2.10M0.4%-7.4%0.005%
5/6/2026Arcus Capital Partners LLC12,519$710K0.3%+5.6%0.002%
5/6/2026Assetmark Inc.138,785$7.87M0.0%+16.1%0.018%
5/6/2026Clearstead Trust LLC130,161$7.38M1.2%+1.2%0.016%
5/6/2026Bauman Advisory Group LLC78,569$4.45M3.1%-2.8%0.010%
5/6/2026SteelPeak Wealth LLC31,249$1.77M0.1%-5.4%0.004%
5/6/2026Thayer Partners LLC MA98,395$5.58M2.7%+6.1%0.012%
5/6/2026Independent Financial Group LLC154,145$8.74M0.3%N/A0.019%
5/6/2026Prosperity Consulting Group LLC1,370,824$77.70M3.5%+7.1%0.173%
5/6/2026CPA Asset Management Group LLC5,092$289K0.1%-76.3%0.001%
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5/6/2026Helium Advisors LLC37,786$2.14M2.0%+11.3%0.005%
5/6/2026Gaddis Premier Wealth Advisors LLC6,843$388K0.3%+27.3%0.001%
5/5/2026Quartz Partners LLC18,148$1.03M0.4%+93.7%0.002%
5/5/2026BCGM Wealth Management LLC17,543$994K0.2%-9.9%0.002%
5/5/2026Rockport Wealth LLC40,503$2.30M0.4%-40.4%0.005%
5/5/2026Wealthfront Advisers LLC267,421$15.16M0.0%+30.9%0.034%
5/5/2026D.A. Davidson & CO.277,848$15.75M0.1%+8.1%0.035%
5/5/2026Beaumont Financial Advisors LLC37,927$2.15M0.1%-5.4%0.005%
5/5/2026Midwest Professional Planners LTD.31,939$1.81M0.4%+11.9%0.004%
5/5/2026Bank of New York Mellon Corp2,050,260$116.21M0.0%-4.0%0.259%


JEPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,633 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were Morgan Stanley ($2.70B), Bank of America Corp DE ($1.76B), Wells Fargo & Company MN ($962.38M), Envestnet Asset Management Inc. ($538.62M), Royal Bank of Canada ($474.20M), Raymond James Financial Inc. ($463.60M), and UBS Group AG ($410.73M).Learn more on JPMorgan Equity Premium Income ETF's institutional investors.

Of the 1,516 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), JPMorgan Chase & Co. ($10.98M), Raymond James Financial Inc. ($8.10M), GAMMA Investing LLC ($7.46M), Nationwide Fund Advisors ($7.09M), Envestnet Asset Management Inc. ($3.62M), and Strategic Financial Concepts LLC ($2.31M).

Institutional investors have bought a total of 463,841,926 shares in the last 24 months. This purchase volume represents approximately $26.38B in transactions.

Of the 726 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. ($27.64M), Northwestern Mutual Wealth Management Co. ($2.84M), UBS Group AG ($1.29M), Bank of America Corp DE ($1.25M), Requisite Capital Management LLC ($1.03M), Atria Wealth Solutions Inc. ($853.33K), and Commonwealth Equity Services LLC ($836.89K).

Institutional investors have sold a total of 60,707,537 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 6/30/2026 by MarketBeat.com Staff.
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