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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.77 +0.10 (+0.18%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$56.76 -0.01 (-0.02%)
As of 10/9/2026 07:58 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 Massive. 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)
1012
Total
Institutional Inflows
(last 12 months)
$2.30B
Number of
Institutional Sellers
(last 12 months)
651
Total
Institutional Outflows
(last 12 months)
$2.31B
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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
10/10/2026Integrated Financial Solutions Inc.89,295$5.02M2.6%+3.5%0.011%
10/10/2026Taylor & Morgan Wealth Management LLC10,686$601K0.3%-6.2%0.001%
10/10/2026Armstrong Advisory Group Inc.76,338$4.29M0.3%+1.1%0.009%
10/10/2026Sherry Group Inc.6,390$359K0.3%+68.2%0.001%
10/10/2026Gilpin Wealth Management LLC16,087$904K0.6%-1.8%0.002%
10/10/2026Capital Planning LLC9,170$516K0.1%+51.8%0.001%
10/10/2026Friday Financial4,558$255K0.1%N/A0.001%
10/9/2026Capital Advisors Wealth Management LLC131,738$7.41M0.8%+1.4%0.016%
10/9/2026Kaizen Financial Strategies3,870$218K0.1%-13.4%0.000%
10/9/2026Sound Income Strategies LLC29,890$1.69M0.0%-10.9%0.004%
10/9/2026Sprinkle Financial Consultants LLC13,761$774K0.3%N/A0.002%
10/9/2026Castle Rock Wealth Management LLC9,173$519K0.1%+9.3%0.001%
10/9/2026Cadent Capital Advisors LLC3,789$213K0.0%-8.5%0.000%
10/9/2026BOS Asset Management LLC5,787$325K0.1%+7.0%0.001%
10/9/2026Chapin Davis Inc.62,050$3.49M0.7%N/A0.008%
10/9/2026Eclectic Associates Inc. ADV7,939$446K0.1%N/A0.001%
10/9/2026Prota Financial LLC6,260$350K0.2%+25.5%0.001%
10/9/2026First Heartland Consultants Inc.17,301$973K0.1%N/A0.002%
10/9/2026GAMMA Investing LLC11,914$670K0.0%+34.7%0.001%
10/9/2026Galvin Gaustad & Stein LLC37,114$2.09M0.2%-15.0%0.005%
10/8/2026Hamilton Capital LLC1,498,024$84.22M4.7%N/A0.186%
10/8/2026Hiley Hunt Wealth Management4,967$279K0.1%+29.3%0.001%
10/8/2026Farther Finance Advisors LLC302,533$17.01M0.1%+48.6%0.037%
10/8/2026CoreCap Advisors LLC47,338$2.66M0.1%+4.8%0.006%
10/8/2026Titleist Asset Management LLC50,876$2.86M0.2%-3.1%0.006%
10/8/2026Apella Capital LLC269,510$15.21M0.2%-26.5%0.033%
10/8/2026Avidian Wealth Enterprises LLC52,626$2.96M0.1%N/A0.007%
10/8/2026Ebert Capital Management Inc.13,938$784K0.7%N/A0.002%
10/8/2026Tactive Advisors LLC15,930$896K0.2%-2.1%0.002%
10/8/2026Whalen Wealth Management Inc.39,414$2.22M1.0%-55.6%0.005%
10/8/2026Winebrenner Capital Management LLC17,195$967K0.6%-10.4%0.002%
10/7/2026Venture Visionary Partners LLC12,967$729K0.0%+20.7%0.002%
10/7/2026KFA Private Wealth Group LLC4,451$250K0.1%N/A0.001%
10/7/2026Cooper Financial Group305,779$17.19M1.4%-15.6%0.038%
10/7/2026Wealth Enhancement Trust Services Inc.113,139$6.36M0.7%+2,787.7%0.014%
10/7/2026Strong Retirement Solutions LLC14,223$800K0.4%+42.8%0.002%
10/7/2026Worth Asset Management LLC47,293$2.66M0.8%+17.5%0.006%
10/7/2026Crumly & Associates Inc.12,965$729K0.1%+6.7%0.002%
10/7/2026Nautilus Advisors LLC4,902$276K0.2%-6.3%0.001%
10/6/2026Juncture Wealth Strategies LLC11,700$658K0.2%N/A0.001%
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10/6/2026Bank of New Hampshire5,356$301K0.1%-8.6%0.001%
10/6/2026Private Capital Advisors Inc.9,292$522K0.0%+2.2%0.001%
10/6/2026Boyum Wealth Architects LLC35,901$2.01M0.8%-0.9%0.004%
10/6/2026Legacy Private Trust Co.46,277$2.60M0.1%N/A0.006%
10/5/2026Olistico Wealth LLC626$35K0.0%N/A0.000%
10/5/2026Park National Corp OH9,429$530K0.0%-8.6%0.001%
10/5/2026Tompkins Financial Corp45,131$2.54M0.2%N/A0.006%
10/5/2026Eastern Bank171,764$9.66M0.1%-93.0%0.021%
10/2/2026 CX Institutional4,350$245K0.0%N/A0.001%
10/2/2026 Private Client Services LLC65,708$3.69M1.0%N/A0.008%
10/1/2026 Stonebridge Financial Group LLC95,011$5.34M0.4%-17.3%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.102,915$5.81M0.0%+20.9%0.013%
9/23/2026Envestnet Asset Management Inc.11,312,713$638.94M0.1%+1.3%1.405%
9/22/2026Innovative Advisory Group LLC7,813$441K0.3%-15.5%0.001%
9/17/2026Wellington Altus USA Inc.24,907$1.41M0.9%-29.9%0.003%
9/15/2026Cherry Tree Wealth Management LLC35,416$2M0.4%-15.4%0.004%
9/11/2026Talon Private Wealth LLC97,586$5.51M0.7%+1,735.4%0.012%
9/9/2026Bouchey Financial Group Ltd.551,039$31.12M2.0%+4.1%0.069%
9/9/2026Miramontes Capital LLC40,380$2.28M0.7%+5.3%0.005%
9/9/2026Capstone Financial Advisors Inc.14,739$832K0.0%+1.6%0.002%
9/9/2026Tortoise Investment Management LLC5,141$290K0.0%-32.1%0.001%
9/9/2026Sequoia Financial Advisors LLC31,720$1.79M0.0%+1.3%0.004%
9/9/2026Van Hulzen Asset Management LLC54,220$3.06M0.2%+20.1%0.007%
9/9/2026MCF Advisors LLC188,450$10.64M0.4%-3.4%0.024%
9/9/2026Archford Capital Strategies LLC7,766$439K0.0%+8.4%0.001%
9/9/2026Capital Analysts LLC187,759$10.60M0.2%-10.2%0.024%
9/9/2026Capital Advantage Inc.5,054$285K0.0%N/A0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC428,862$24.22M1.4%+4.1%0.054%
9/9/2026NorthRock Partners LLC11,142$629K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC555,924$31.40M0.2%+4.0%0.070%
9/9/2026RFG Advisory LLC71,955$4.06M0.1%-35.0%0.009%
9/9/2026NewEdge Advisors LLC1,097,283$61.98M0.2%+41.0%0.138%
9/9/2026Pointe Capital Management LLC14,174$801K0.4%-12.6%0.002%
9/9/2026IFP Advisors Inc79,641$4.50M0.1%+3.1%0.010%
9/9/2026Baird Financial Group Inc.677,213$38.25M0.1%-7.2%0.085%
9/9/2026Arcus Capital Partners LLC12,791$722K0.3%+2.2%0.002%
9/9/2026Sterling Investment Advisors Ltd.147,147$8.31M1.3%+3.6%0.018%
9/9/2026XY Planning Network Inc.17,343$980K0.1%+7.8%0.002%
9/8/2026Hudock Inc.4,742$268K0.0%-3.7%0.001%
9/8/2026Allworth Financial LP1,352,162$76.37M0.3%+4.5%0.170%
9/8/2026Waverly Advisors LLC338,122$19.10M0.1%-37.9%0.042%
9/2/2026Brown Lisle Cummings Inc.1,184$67K0.0%+50.6%0.000%
8/27/2026Corient Private Wealth LP102,642$5.80M0.0%-16.9%0.013%
8/27/2026Tucker Asset Management LLC34,008$1.92M0.5%+42.1%0.004%
8/25/2026Tobias Financial Advisors Inc.310,180$17.52M2.1%+1.5%0.039%
8/23/2026Studio Investment Management LLC54,050$3.05M0.5%+194.0%0.007%
8/23/2026Ameritas Advisory Services LLC84,240$4.76M0.1%+280.6%0.011%
8/23/2026Guardian Wealth Advisors LLC NC180,861$10.22M0.6%-7.8%0.023%
8/23/2026Sovereign Investment Advisors LLC9,327$527K0.1%+31.7%0.001%
8/23/2026Kraematon Investment Advisors Inc.14,417$814K0.6%-2.9%0.002%
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8/23/2026HB Wealth Management LLC12,780$722K0.0%-54.4%0.002%
8/23/2026Northeast Planning Associates INC. NH6,325$329K0.2%N/A0.001%
8/23/2026Asset Allocation Strategies LLC95,438$5.39M0.8%+4.4%0.012%
8/23/2026Angeles Wealth Management LLC4,475$253K0.0%+1,018.8%0.001%
8/23/2026Unique Wealth LLC36,677$2.07M0.2%+110.0%0.005%
8/22/2026Rose Capital Advisors LLC13,100$740K0.4%N/A0.002%
8/22/2026Compass Financial Management LLC14,936$854K0.1%N/A0.002%
8/22/2026NBH Bank483$27K0.0%N/A0.000%
8/22/2026Markowski Investments28,886$1.63M0.4%N/A0.004%
8/22/2026Strive Financial Group LLC3,597$203K0.1%+60.7%0.000%


JEPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,623 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. ($638.94M), 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 1,494 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 ($7.39M), Nationwide Fund Advisors ($7.09M), Envestnet Asset Management Inc. ($3.23M), and Hamilton Capital LLC ($2.77M).

Institutional investors have bought a total of 40,321,168 shares in the last 24 months. This purchase volume represents approximately $2.30B in transactions.

Of the 648 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. ($12.87M), Northwestern Mutual Wealth Management Co. ($2.84M), Eastern Bank ($2.30M), UBS Group AG ($1.29M), Bank of America Corp DE ($1.25M), Commonwealth Equity Services LLC ($836.89K), and Osaic Holdings Inc. ($731.21K).

Institutional investors have sold a total of 40,452,168 shares in the last 24 months. This volume of shares sold represents approximately $2.31B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:JEPI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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