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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.96 +0.15 (+0.26%)
Closing price 07/3/2025 05:00 PM Eastern
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$56.96 0.00 (0.00%)
As of 07/3/2025 05:00 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)
1078
Total
Institutional Inflows
(last 12 months)
$4.74B
Number of
Institutional Sellers
(last 12 months)
546
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
7/3/2025 First Hawaiian Bank131,929$7.50M1.0%+49.1%0.019%
7/3/2025 CPA Asset Management LLC21,653$1.23M0.5%+12.8%0.003%
7/3/2025 TrueWealth Advisors LLC47,644$2.71M0.8%-5.7%0.007%
7/3/2025 Fiduciary Financial Group LLC11,324$643K0.1%+8.3%0.002%
7/2/2025 Capital Market Strategies LLC5,027$286K0.2%-6.1%0.001%
7/2/2025 HBW Advisory Services LLC524,375$29.81M3.7%-4.3%0.074%
7/2/2025 Crumly & Associates Inc.4,178$238K0.1%N/A0.001%
7/1/2025 Park National Corp OH5,367$305K0.0%N/A0.001%
7/1/2025 Harbor Investment Advisory LLC89,007$5.06M0.4%-0.5%0.013%
7/1/2025 Private Client Services LLC44,137$2.51M1.0%+5.8%0.006%
6/27/2025Goldman Sachs Group Inc.14,830$847K0.0%N/A0.002%
6/13/2025Optima Capital LLC36,230$2.07M1.3%+242.6%0.005%
6/4/2025 First Hawaiian Bank88,485$5.06M0.2%+232.0%0.012%
6/3/2025Invst LLC12,081$690K0.1%N/A0.002%
6/2/2025Modern Wealth Management LLC104,029$5.94M0.2%+7.8%0.015%
5/28/2025Jones Financial Companies Lllp668,517$37.89M0.0%+11,141,850.0%0.095%
5/28/2025Anderson Financial Strategies LLC35,588$2.03M1.2%+3,558,700.0%0.005%
5/28/2025Intrua Financial LLC85,446$4.88M0.7%-2.9%0.012%
5/28/2025Turn8 Private Wealth Inc.101,121$5.78M4.5%-32.6%0.014%
5/22/2025Rollins Financial Advisors LLC7,566$432K0.1%-3.2%0.001%
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%
5/21/2025Geneos 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%
5/20/2025Acorns Advisers LLC16,138$922K0.0%+24.0%0.002%
5/20/2025Blue Rock Wealth Management LLC46,332$2.65M2.2%+20.4%0.007%
5/20/2025Fortis Capital Advisors LLC7,937$454K0.1%+16.3%0.001%
5/20/2025Belpointe Asset Management LLC160,708$9.18M0.5%+54.1%0.023%
5/20/2025Focus Partners Wealth730,813$41.76M0.1%+29.6%0.103%
5/20/2025Integrity Alliance LLC.67,798$3.87M0.2%N/A0.010%
5/20/2025Security National Bank of Sioux City Iowa IA9,845$563K0.4%N/A0.001%
5/16/2025Prostatis Group LLC7,019$401K0.1%-5.5%0.001%
5/16/2025American Trust16,857$963K0.2%-80.7%0.002%
5/16/2025Semmax Financial Advisors Inc.1,911$106K0.0%+2,202.4%0.000%
5/16/2025Arete Wealth Advisors LLC81,619$4.66M0.3%+7.2%0.012%
5/16/2025Signature Estate & Investment Advisors LLC54,361$3.11M0.1%+11.8%0.008%
5/16/2025Ashton Thomas Private Wealth LLC59,078$3.38M0.1%-16.2%0.008%
5/16/2025Goldman Sachs Group Inc.14,830$847K0.0%N/A0.002%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

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5/16/2025Kestra Investment Management LLC23,615$1.35M0.0%+92.0%0.003%
5/16/2025Cape Investment Advisory Inc.1,190$68K0.0%+186.7%0.000%
5/16/2025Jones Financial Companies Lllp140,244$8.01M0.0%+2,337,300.0%0.020%
5/16/2025Legacy Wealth Managment LLC ID1,231$70K0.0%-20.0%0.000%
5/16/2025Coordinated Financial Services Inc. CO28,486$1.63M1.2%N/A0.004%
5/16/2025Sepio Capital LP4,995$285K0.0%-68.1%0.001%
5/16/2025Rockport Wealth LLC56,883$3.25M1.1%-4.0%0.008%
5/16/2025Pacific Center for Financial Services671,810$38.39M10.2%+0.4%0.095%
5/16/2025Pinnacle Family Advisors LLC7,546$431K0.2%-4.4%0.001%
5/16/2025Plotkin Financial Advisors LLC28,711$1.64M1.0%-6.5%0.004%
5/16/2025Hancock Whitney Corp18,134$1.04M0.0%+151.3%0.003%
5/16/2025Concorde Asset Management LLC11,891$652K0.3%+36.9%0.002%
5/16/2025Curi RMB Capital LLC11,472$656K0.0%+11.2%0.002%
5/16/2025Banque Transatlantique SA5,300$280K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC84,790$4.85M0.0%+28.1%0.012%
5/16/2025Ancora Advisors LLC39,649$2.27M0.1%-1.1%0.006%
5/16/2025Aprio Wealth Management LLC128,238$7.33M0.9%+5.9%0.018%
5/16/20251 North Wealth Services LLC258,319$14.76M6.8%+4.8%0.037%
5/15/2025Paragon Private Wealth Management LLC4,976$284K0.1%-32.4%0.001%
5/15/2025EP Wealth Advisors LLC270,547$15.46M0.1%-1.5%0.038%
5/15/2025Ashton Thomas Securities LLC19,703$1.13M0.3%+2.8%0.003%
5/15/2025Focus Partners Advisor Solutions LLC143,569$8.20M0.1%-4.4%0.020%
5/15/2025Ameriflex Group Inc.54,275$3.10M1.3%+20.5%0.008%
5/15/2025Flputnam Investment Management Co.29,636$1.69M0.0%+22.6%0.004%
5/15/2025Royal Bank of Canada8,119,139$463.93M0.1%+10.5%1.149%
5/15/2025Betterment LLC13,512$772K0.0%-10.5%0.002%
5/15/2025MAI Capital Management431,103$24.63M0.2%+5.9%0.061%
5/15/2025Calton & Associates Inc.72,916$4.17M0.9%+1,790.5%0.010%
5/15/2025Brasada Capital Management LP14,388$822K0.2%-12.5%0.002%
5/15/2025FRG Family Wealth Advisors LLC119,054$6.80M1.3%+24.8%0.017%
5/15/2025Baird Financial Group Inc.1,264,248$72.24M0.1%+4.2%0.179%
5/15/2025Monterey Private Wealth Inc.70,772$4.04M1.2%+28.2%0.010%
5/15/2025Beck Bode LLC14,951$854K0.2%-17.4%0.002%
5/15/2025Cascade Investment Group Inc.30,712$1.76M1.3%-1.4%0.004%
5/14/2025Truvestments Capital LLC1,016$58K0.0%N/A0.000%
5/14/2025Delta Investment Management LLC92,076$5.26M1.1%-15.7%0.013%
5/14/2025Note Advisors LLC26,216$1.50M1.2%+12.0%0.004%
5/14/2025CreativeOne Wealth LLC190,370$10.88M0.3%-15.8%0.027%
5/14/2025Quadcap Wealth Management LLC9,981$570K0.1%-16.5%0.001%
5/14/2025Per Stirling Capital Management LLC.27,348$1.56M0.2%+5.5%0.004%
5/14/2025Samalin Investment Counsel LLC6,806$389K0.2%-24.1%0.001%
5/14/2025PKS Advisory Services LLC32,456$1.86M0.5%-2.2%0.005%
5/14/2025Talisman Wealth Advisors LLC4,814$275K0.3%N/A0.001%
5/14/2025NCM Capital Management LLC136,307$7.79M3.5%+8.8%0.019%
5/14/2025Apexium Financial LP179,372$10.25M0.6%+90.8%0.025%
5/14/2025Comerica Bank360,662$20.61M0.1%+8.3%0.051%
5/14/2025RPg Family Wealth Advisory LLC61,955$3.54M1.0%+12.0%0.009%
5/14/2025Synovus Financial Corp623,364$35.62M0.5%+16.0%0.088%
5/14/2025Southeast Asset Advisors LLC102,429$5.85M0.7%+4.5%0.014%
5/14/2025Napa Wealth Management8,096$463K0.3%-34.4%0.001%
Trump’s New Order Could Boost Social Security Benefits by 400% (Ad)

If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President Trump's Executive Order #14196 could not only save Social Security from collapse... ...but potentially increase benefits by up to 400%, according to legendary investor Louis Navellier.

Click here to watch the full presentation before it's too late.
5/14/2025SVB Wealth LLC1,834$105K0.0%N/A0.000%
5/14/2025B&D White Capital Company LLC278,502$15.91M2.3%N/A0.039%
5/14/2025Cadence Bank171,251$9.79M0.7%+19.4%0.024%
5/14/2025Smartleaf Asset Management LLC75,513$4.28M0.4%+1.2%0.011%
5/14/2025Caitlin John LLC4,098$234K0.2%+55.2%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.3,033,921$173.36M0.1%+7.1%0.429%
5/14/2025Haverford Trust Co48,207$2.76M0.0%+118.8%0.007%
5/14/2025Trinity Legacy Partners LLC251,590$14.10M3.6%+4.1%0.036%
5/14/2025Sax Wealth Advisors LLC42,990$2.46M0.2%+62.8%0.006%
5/14/2025Van Hulzen Asset Management LLC36,172$2.07M0.2%+2.3%0.005%
(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, 1,423 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 JPMorgan Equity Premium Income ETF's institutional investors.

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

Of the 1,341 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: 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 82,359,189 shares in the last 24 months. This purchase volume represents approximately $4.74B in transactions.

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

Of the 546 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. ($1.66M), Eaton Financial Holdings Company LLC ($723.15K), Franklin Resources Inc. ($659.53K), Atlantic Union Bankshares Corp ($560.69K), 49 Wealth Management LLC ($544.05K), Marks Wealth LLC ($484.95K), and Requisite Capital Management LLC ($412.43K).

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

Institutional investors have sold a total of 19,653,497 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 7/5/2025 by MarketBeat.com Staff
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