JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership $56.08 -0.05 (-0.09%) As of 05/19/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)Number ofInstitutional Buyers(last 12 months)1132TotalInstitutional Inflows(last 12 months)$26.36BNumber ofInstitutional Sellers(last 12 months)726TotalInstitutional Outflows(last 12 months)$3.46B Get JEPI Insider Trade Alerts Want to know when executives and insiders are buying or selling JPMorgan Equity Premium Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data JEPI Institutional Buying and Selling by Quarter JPMorgan Equity Premium Income ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026Western 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% 5/19/2026 NewEdge Advisors LLC748,270$42.41M0.8%+9.8%0.094% 5/19/2026 Bank of America Corp DE30,997,664$1.76B0.1%-2.6%3.912% 5/19/2026 Edgestream Partners L.P.3,686$209K0.0%-84.6%0.000% 5/19/2026 Cassady Wealth & Retirement Planning LLC13,212$761K0.4%-11.2%0.002% 5/19/2026 Centaurus Financial Inc.134,241$7.61M0.4%-0.5%0.017% 5/19/2026 Bull Harbor Capital LLC6,278$356K0.1%N/A0.001% 5/19/2026 Arkadios Wealth Advisors606,352$34.37M0.6%+390.1%0.077% Get the Latest News and Ratings for JEPI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for JPMorgan Equity Premium Income ETF and its competitors with MarketBeat's FREE daily newsletter. 5/18/2026 Sunbelt Securities Inc.19,147$1.09M0.1%+5.1%0.002% 5/18/2026 Adalta Capital Management LLC3,000$170K0.1%-40.0%0.000% 5/18/2026 EverSource Wealth Advisors LLC133,423$7.56M0.2%-15.2%0.017% 5/18/2026 Empire Financial Management Company LLC67,216$3.81M0.9%-1.9%0.008% 5/18/2026 Talon Private Wealth LLC5,317$301K0.0%N/A0.001% 5/18/2026 Royal Bank of Canada8,366,269$474.20M0.1%+5.7%1.056% 5/18/2026 Reliant Wealth Planning4,633$263K0.1%-33.5%0.001% 5/18/2026 Evercore Wealth Management LLC7,834$444K0.0%-39.0%0.001% 5/16/2026 Glen Eagle Advisors LLC5,838$331K0.0%+7.7%0.001% 5/16/2026 Quantinno Capital Management LP70,007$3.97M0.0%+13.5%0.009% 5/15/2026 Northeast Financial Group Inc.150,184$8.51M2.1%-16.7%0.019% 5/15/2026 Gateway Wealth Partners LLC8,206$465K0.0%+116.1%0.001% 5/15/2026 Wealth Watch Advisors INC19,041$1.08M0.5%+37.4%0.002% 5/15/2026 Blue Chip Partners LLC19,371$1.10M0.1%+45.5%0.002% 5/15/2026 Quadcap Wealth Management LLC6,748$382K0.0%-6.8%0.001% 5/15/2026 Everest Financial Group LLC268,497$15.22M2.5%+19.5%0.034% 5/15/2026 Bradley Foster & Sargent Inc. CT47,931$2.72M0.0%-21.9%0.006% 5/15/2026 Waverly Advisors LLC544,854$30.88M0.2%+54.6%0.069% 5/15/2026 Wealth Alliance LLC25,213$1.43M0.1%+1.3%0.003% 5/15/2026 Vivaldi Capital Management LP7,655$434K0.1%+8.7%0.001% 5/15/2026 Bridgewater Advisors Inc.3,888$217K0.0%-15.3%0.000% 5/15/2026 Boreal Capital Management LLC24,214$1.37M1.3%-32.3%0.003% 5/14/2026 Sentinel Advisory Group LLC9,368$531K0.3%N/A0.001% 5/14/2026 Renaissance Technologies LLC9,835$557K0.0%-86.1%0.001% 5/14/2026 Hilltop Holdings Inc.4,309$244K0.0%-46.2%0.001% 5/14/2026 Compound Planning Inc.14,555$825K0.0%+5.8%0.002% 5/14/2026 Modern Wealth Management LLC73,316$4.14M0.1%-8.4%0.009% 5/14/2026 Wills Financial Group LLC5,785$324K0.1%+22.8%0.001% 5/14/2026 American Financial Advisors LLC9,106$516K0.1%+9.5%0.001% 5/14/2026 Lido Advisors LLC463,452$26.27M0.1%+14.9%0.058% From the man who predicted 2008 crash… (Ad)Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.Watch Porter Stansberry's full briefing and learn how to prepare now5/13/2026 Cetera Investment Advisers6,083,774$344.83M0.4%+10.0%0.768% 5/13/2026 Wealthspire Retirement LLC196,812$11.16M0.7%+4.4%0.025% 5/13/2026 Dynamic Wealth Strategies LLC898$51K0.0%N/A0.000% 5/13/2026 Signature Equity Partners LLC3,904$221K0.1%-75.4%0.000% 5/13/2026 NewEdge Wealth LLC75,224$4.26M0.1%+11.5%0.009% 5/12/2026 Millennium Capital Advisors LLC22,464$1.27M0.8%+1.3%0.003% 5/12/2026 Cascade Wealth Advisors Inc159,523$8.93M3.6%-7.4%0.020% 5/8/2026 PNC Financial Services Group Inc.1,929,732$109.38M0.1%+16.9%0.244% 5/8/2026 Burling Wealth Partners LLC19,517$1.11M0.2%-14.3%0.002% 5/8/2026 JSF Financial LLC68,183$3.87M0.8%+54.1%0.009% 5/7/2026 Florida Financial Advisors LLC10,715$607K0.1%-21.4%0.001% 5/7/2026 Balefire LLC6,355$360K0.1%+25.3%0.001% 5/7/2026 Parallel Advisors LLC67,590$3.83M0.1%+16.2%0.009% 5/7/2026 Resolute Wealth Strategies LLC14,190$804K0.3%+1.9%0.002% 5/7/2026 Nelson Capital Management LLC24,586$1.39M0.2%-21.5%0.003% 5/7/2026 Decker Wealth Management LLC127,740$7.24M1.6%N/A0.016% 5/7/2026 Little House Capital LLC3,667$208K0.1%-94.0%0.000% 5/7/2026 Spartan Wealth Advisory Services LLC33,691$1.91M0.2%N/A0.004% 5/7/2026 Crescent Grove Advisors LLC66,029$3.74M0.4%+346.2%0.008% 5/6/2026 Annis Gardner Whiting Capital Advisors LLC34,338$1.95M0.3%+3.8%0.004% 5/6/2026 Frontier Asset Management LLC37,047$2.10M0.4%-7.4%0.005% 5/6/2026 Arcus Capital Partners LLC12,519$710K0.3%+5.6%0.002% 5/6/2026 Assetmark Inc.138,785$7.87M0.0%+16.1%0.018% 5/6/2026 Clearstead Trust LLC130,161$7.38M1.2%+1.2%0.016% 5/6/2026 Bauman Advisory Group LLC78,569$4.45M3.1%-2.8%0.010% 5/6/2026 SteelPeak Wealth LLC31,249$1.77M0.1%-5.4%0.004% 5/6/2026 Thayer Partners LLC MA98,395$5.58M2.7%+6.1%0.012% 5/6/2026 Independent Financial Group LLC154,145$8.74M0.3%N/A0.019% 5/6/2026 Prosperity Consulting Group LLC1,370,824$77.70M3.5%+7.1%0.173% 5/6/2026 CPA Asset Management Group LLC5,092$289K0.1%-76.3%0.001% 5/6/2026 Helium Advisors LLC37,786$2.14M2.0%+11.3%0.005% 5/6/2026 Gaddis Premier Wealth Advisors LLC6,843$388K0.3%+27.3%0.001% 5/5/2026 Quartz Partners LLC18,148$1.03M0.4%+93.7%0.002% 5/5/2026 BCGM Wealth Management LLC17,543$994K0.2%-9.9%0.002% 5/5/2026 Rockport Wealth LLC40,503$2.30M0.4%-40.4%0.005% 5/5/2026 Wealthfront Advisers LLC267,421$15.16M0.0%+30.9%0.034% 5/5/2026 D.A. Davidson & CO.277,848$15.75M0.1%+8.1%0.035% 5/5/2026 Beaumont Financial Advisors LLC37,927$2.15M0.1%-5.4%0.005% 5/5/2026 Midwest Professional Planners LTD.31,939$1.81M0.4%+11.9%0.004% 5/5/2026 Bank of New York Mellon Corp2,050,260$116.21M0.0%-4.0%0.259% 5/5/2026 IMC Chicago LLC97,354$5.52M0.0%N/A0.012% 5/5/2026 Collaborative Wealth Managment Inc.44,607$2.53M1.2%+168.6%0.006% 5/5/2026 Geneos Wealth Management Inc.247,324$14.02M0.3%+13.3%0.031% 5/5/2026 Signet Financial Management LLC4,750$269K0.0%N/A0.001% 5/5/2026 SouthState Bank Corp10,930$620K0.0%N/A0.001% 5/5/2026 Sanctuary Advisors LLC485,575$27.52M0.1%-3.6%0.061% 5/5/2026 Sterling Investment Advisors Ltd.141,976$8.05M1.3%+8.0%0.018% 5/5/2026 Sigma Planning Corp144,283$8.18M0.2%-4.9%0.018% 5/5/2026 Cornerstone Advisory LLC2,030,560$115.09M10.9%+3.5%0.256% 5/5/2026 Nwam LLC3,999$227K0.0%N/A0.001% SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.See how to get positioned in SpaceX before the announcement goes public5/5/2026 Fortress Financial Solutions LLC58,987$3.34M3.5%+6.4%0.007% 5/5/2026 Avantax Planning Partners Inc.395,348$22.41M0.6%+2.5%0.050% 5/4/2026 Beckerman Institutional LLC18,376$1.04M0.6%-1.1%0.002% 5/4/2026 Retirement Planning Group LLC28,208$1.60M0.0%-67.8%0.004% 5/4/2026 Bryn Mawr Trust Advisors LLC10,691$606K0.0%+15.6%0.001% 5/4/2026 Bleakley Financial Group LLC28,339$1.61M0.0%-23.5%0.004% 5/4/2026 Archer Investment Corp58,259$3.30M0.7%-29.8%0.007% 5/4/2026 HBW Advisory Services LLC432,895$24.54M2.6%-6.0%0.055% 5/4/2026 Northland Securities Inc.4,795$272K0.3%-14.1%0.001% 5/4/2026 Chicago Partners Investment Group LLC372,946$21.37M0.4%+2.8%0.047% JEPI Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of JEPI shares? 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. Which institutional investors have been buying JPMorgan Equity Premium Income ETF's stock? Of the 1,515 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), Cetera Investment Advisers ($4.54M), and Envestnet Asset Management Inc. ($3.62M). How much institutional buying is happening at JPMorgan Equity Premium Income ETF? Institutional investors have bought a total of 463,590,773 shares in the last 24 months. This purchase volume represents approximately $26.36B in transactions. Which of JPMorgan Equity Premium Income ETF's major shareholders have been selling company stock? 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). How much institutional selling is happening at JPMorgan Equity Premium Income ETF? Institutional investors have sold a total of 60,725,775 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions. Related Companies Vanguard Russell 1000 Growth ETF Institutional Ownership SPDR Dow Jones Industrial Average ETF Trust Institutional Ownership iShares Russell 1000 ETF Institutional Ownership iShares S&P 500 Value ETF Institutional Ownership Vanguard Large-Cap ETF Institutional Ownership SPDR Portfolio S&P 500 Growth ETF Institutional Ownership ProShares UltraPro QQQ Institutional Ownership SPDR Portfolio S&P 500 Value ETF Institutional Ownership Vanguard Mega Cap Growth ETF Institutional Ownership Schwab U.S. Large-Cap Growth ETF Institutional Ownership This page (NYSEARCA:JEPI) was last updated on 5/20/2026 by MarketBeat.com Staff. From Our PartnersI’m sounding the alarmMeta is cutting 10% of its workforce. Microsoft offered voluntary retirement to 7% of U.S. employees. Oracle, ...Porter & Company | SponsoredYour book attachedVeteran trader Bill Poulos is giving away his 'Simple Options Trading For Beginners' book - normally $29.97 - ...Profits Run | SponsoredThe one number Musk can't hide in the S-1When SpaceX files its S-1 in June, one number will stand out - power consumption. Running 1 million GPUs requi...Behind the Markets | SponsoredHe doesn't buy gold. He just profits from it.Former hedge fund manager Larry Benedict generated $274 million in profits - and Barron's ranked his fund in t...Brownstone Research | SponsoredHow to Access Elon’s “Monster” Interest RateMost Americans earn just 0.4% on their savings - that's $40 a year on $10,000. A new banking alternative is of...InvestorPlace | SponsoredThe “tell” for the end of the AI boomThe real question about AI stocks in 2026 isn't whether to own them - it's knowing exactly when to get in and ...Stansberry Research | SponsoredBIGGER than the SpaceX IPO?Jon Najarian believes the SpaceX IPO - potentially arriving as soon as June 12th - may not even be the biggest...Banyan Hill Publishing | SponsoredAfter June 1, don't say I didn't warn youMacroeconomic Strategist Dr. Mark Skousen of The Oxford Club says one date should be at the top of every inves...The Oxford Club | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Equity Premium Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share JPMorgan Equity Premium Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
