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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.24 +0.01 (+0.02%)
Closing price 09/18/2026 04:10 PM Eastern
Extended Trading
$56.24 +0.00 (+0.01%)
As of 09/18/2026 07:59 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)
1005
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
648
Total
Institutional Outflows
(last 12 months)
$2.23B
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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
9/17/2026 Wellington Altus USA Inc.24,907$1.41M0.9%-29.9%0.003%
9/15/2026 Cherry Tree Wealth Management LLC35,416$2M0.4%-15.4%0.004%
9/11/2026 Talon Private Wealth LLC97,586$5.51M0.7%+1,735.4%0.012%
9/9/2026 Bouchey Financial Group Ltd.551,039$31.12M2.0%+4.1%0.069%
9/9/2026 Miramontes Capital LLC40,380$2.28M0.7%+5.3%0.005%
9/9/2026 Capstone Financial Advisors Inc.14,739$832K0.0%+1.6%0.002%
9/9/2026 Tortoise Investment Management LLC5,141$290K0.0%-32.1%0.001%
9/9/2026 Sequoia Financial Advisors LLC31,720$1.79M0.0%+1.3%0.004%
9/9/2026 Van Hulzen Asset Management LLC54,220$3.06M0.2%+20.1%0.007%
9/9/2026 MCF Advisors LLC188,450$10.64M0.4%-3.4%0.024%
9/9/2026 Archford Capital Strategies LLC7,766$439K0.0%+8.4%0.001%
9/9/2026 Capital Analysts LLC187,759$10.60M0.2%-10.2%0.024%
9/9/2026 Capital Advantage Inc.5,054$285K0.0%N/A0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC428,862$24.22M1.4%+4.1%0.054%
9/9/2026 NorthRock Partners LLC11,142$629K0.0%N/A0.001%
9/9/2026 Integrated Wealth Concepts LLC555,924$31.40M0.2%+4.0%0.070%
9/9/2026 RFG Advisory LLC71,955$4.06M0.1%-35.0%0.009%
9/9/2026 NewEdge Advisors LLC1,097,283$61.98M0.2%+41.0%0.138%
9/9/2026 Pointe Capital Management LLC14,174$801K0.4%-12.6%0.002%
9/9/2026 IFP Advisors Inc79,641$4.50M0.1%+3.1%0.010%
9/9/2026 Baird Financial Group Inc.677,213$38.25M0.1%-7.2%0.085%
9/9/2026 Arcus Capital Partners LLC12,791$722K0.3%+2.2%0.002%
9/9/2026 Sterling Investment Advisors Ltd.147,147$8.31M1.3%+3.6%0.018%
9/9/2026 XY Planning Network Inc.17,343$980K0.1%+7.8%0.002%
9/8/2026 Hudock Inc.4,742$268K0.0%-3.7%0.001%
9/8/2026 Allworth Financial LP1,352,162$76.37M0.3%+4.5%0.170%
9/8/2026 Waverly Advisors LLC338,122$19.10M0.1%-37.9%0.042%
9/2/2026 Brown Lisle Cummings Inc.1,184$67K0.0%+50.6%0.000%
8/27/2026 Corient Private Wealth LP102,642$5.80M0.0%-16.9%0.013%
8/27/2026 Tucker Asset Management LLC34,008$1.92M0.5%+42.1%0.004%
8/25/2026 Tobias Financial Advisors Inc.310,180$17.52M2.1%+1.5%0.039%
8/23/2026 Studio Investment Management LLC54,050$3.05M0.5%+194.0%0.007%
8/23/2026 Ameritas Advisory Services LLC84,240$4.76M0.1%+280.6%0.011%
8/23/2026 Guardian Wealth Advisors LLC NC180,861$10.22M0.6%-7.8%0.023%
8/23/2026 Sovereign Investment Advisors LLC9,327$527K0.1%+31.7%0.001%
8/23/2026 Kraematon Investment Advisors Inc.14,417$814K0.6%-2.9%0.002%
8/23/2026 HB Wealth Management LLC12,780$722K0.0%-54.4%0.002%
8/23/2026 Northeast Planning Associates INC. NH6,325$329K0.2%N/A0.001%
8/23/2026 Asset Allocation Strategies LLC95,438$5.39M0.8%+4.4%0.012%
8/23/2026 Angeles Wealth Management LLC4,475$253K0.0%+1,018.8%0.001%
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8/23/2026 Unique Wealth LLC36,677$2.07M0.2%+110.0%0.005%
8/22/2026 Rose Capital Advisors LLC13,100$740K0.4%N/A0.002%
8/22/2026 Compass Financial Management LLC14,936$854K0.1%N/A0.002%
8/22/2026 NBH Bank483$27K0.0%N/A0.000%
8/22/2026 Markowski Investments28,886$1.63M0.4%N/A0.004%
8/22/2026 Strive Financial Group LLC3,597$203K0.1%+60.7%0.000%
8/22/2026 MOR Wealth Management LLC77,612$4.38M1.8%-1.4%0.010%
8/22/2026 Aureum Wealth Management LLC117,157$6.62M4.1%+4.6%0.015%
8/22/2026 Elevation Wealth Management LLC21,542$1.22M0.9%-7.7%0.003%
8/22/2026 Shum Financial Group Inc.10,654$602K0.3%+13.7%0.001%
8/22/2026 SMART Wealth LLC143,327$8.10M1.8%+32.3%0.018%
8/22/2026 Comprehensive Financial Planning Inc. PA8,226$465K0.2%-9.3%0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC25,555$1.44M0.5%-20.2%0.003%
8/22/2026 Legacy Wealth Managment LLC ID25,302$1.43M0.6%+2,356.5%0.003%
8/22/2026 NWF Advisory Services Inc.144,285$8.15M0.8%-3.3%0.018%
8/22/2026 TD Waterhouse Canada Inc.178,262$10.00M0.0%+1.1%0.022%
8/22/2026 Concurrent Investment Advisors LLC216,817$12.25M0.1%+32.1%0.027%
8/22/2026 Prosperitas Financial LLC28,691$1.62M0.5%+8.2%0.004%
8/22/2026 Power Wealth Management LLC198,717$11.22M3.9%+2.3%0.025%
8/21/2026 High Net Worth Advisory Group LLC147,628$8.34M1.8%-9.9%0.019%
8/21/2026 KFG Wealth Management LLC121,768$6.88M0.8%+13.5%0.015%
8/21/2026 Lowery Thomas LLC80,090$4.52M2.2%+1.2%0.010%
8/21/2026 Fairway Financial LLC72,062$4.07M2.8%+3.0%0.009%
8/21/2026 Smallwood Wealth Investment Management LLC25,631$1.45M0.7%+13.9%0.003%
8/21/2026 Continuum Advisory LLC90,569$5.12M0.4%-15.4%0.011%
8/21/2026 Round Rock Advisors LLC33,020$1.87M0.2%-2.6%0.004%
8/21/2026 Coppell Advisory Solutions LLC34,280$1.94M0.4%N/A0.004%
8/21/2026 MBA Advisors LLC188,376$10.64M3.5%+12.4%0.024%
8/21/2026 Atticus Wealth Management LLC12,654$715K0.2%+2.6%0.002%
8/21/2026 SkyOak Wealth LLC78,136$4.41M0.7%+32.8%0.010%
8/21/2026 XML Financial LLC25,710$1.45M0.1%-16.0%0.003%
8/21/2026 Beacon Financial Advisory LLC360,022$20.33M4.0%+2.0%0.045%
8/21/2026 Lionsbridge Wealth Management LLC7,258$410K0.4%-45.6%0.001%
8/21/2026 Requisite Capital Management LLC509,299$28.77M4.8%+73.8%0.064%
8/21/2026 Midwest Professional Planners LTD.35,967$2.03M0.4%+12.6%0.005%
8/21/2026 Acorn Wealth Advisors LLC7,307$413K0.1%-78.5%0.001%
8/21/2026 Keeler Thomas Management LLC51,005$2.88M1.0%N/A0.006%
8/21/2026 Triumph Capital Management45,894$2.59M0.5%+15.5%0.006%
8/20/2026 Gill Capital Partners LLC41,640$2.35M0.6%-16.1%0.005%
8/20/2026 Orgel Wealth Management LLC24,209$1.37M0.0%+91.5%0.003%
8/12/2026 Compass Financial Management LLC14,936$854K0.1%N/A0.002%
7/21/2026 Merit Financial Group LLC157,668$8.91M0.0%-11.0%0.020%
7/18/2026 4WEALTH Advisors Inc.80,521$4.55M3.5%+1.2%0.010%
7/18/2026 Sulzberger Capital Advisors Inc.146,306$8.26M8.1%+12.3%0.018%
7/18/2026 Merit Financial Group LLC157,668$8.91M0.1%-11.0%0.020%
7/17/2026 Madrona Financial Services LLC140,005$7.91M1.5%+4.0%0.018%
7/17/2026 Farther Finance Advisors LLC203,620$11.50M0.1%-36.7%0.026%
7/17/2026 TCFG Investment Advisors LLC22,730$1.29M0.4%+3.7%0.003%
7/17/2026 Cary Street Partners Investment Advisory LLC29,666$1.68M0.3%-12.6%0.004%
7/17/2026 Rezny Wealth Management Inc.354,274$20.01M3.5%-2.8%0.045%
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7/17/2026 Aspen Investment Management Inc34,342$1.94M0.5%+12.8%0.004%
7/17/2026 Sequoia Financial Advisors LLC31,720$1.79M0.0%+1.3%0.004%
7/17/2026 Marion Wealth Management15,366$868K0.2%-5.7%0.002%
7/17/2026 Bluedoor Private Wealth LLC16,369$925K0.4%+4.8%0.002%
7/17/2026 San Luis Wealth Advisors LLC51,848$2.93M0.4%+53.5%0.007%
7/17/2026 BCS Wealth Management5,162$292K0.1%-8.1%0.001%
7/17/2026 Activest Wealth Management7,219$408K0.1%-47.5%0.001%
7/17/2026 Reyes Financial Architecture Inc.2,222$125K0.1%-91.9%0.000%
7/17/2026 Brown Miller Wealth Management LLC24,079$1.36M0.3%+3.7%0.003%
7/17/2026 Seelaus Asset Management LLC4,938$279K0.2%-10.2%0.001%


JEPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,619 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 1,489 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 ($7.45M), Nationwide Fund Advisors ($7.09M), Envestnet Asset Management Inc. ($3.08M), and Wells Fargo & Company MN ($2.05M).

Institutional investors have bought a total of 38,607,378 shares in the last 24 months. This purchase volume represents approximately $2.20B 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), UBS Group AG ($1.29M), Bank of America Corp DE ($1.25M), Commonwealth Equity Services LLC ($836.89K), Teamwork Financial Advisors LLC ($809.23K), and Osaic Holdings Inc. ($731.21K).

Institutional investors have sold a total of 39,067,811 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


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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 9/17/2026. New 13F filings are added each quarter as they're published.
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