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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.39 -0.16 (-0.28%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
1113
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
713
Total
Institutional Outflows
(last 12 months)
$3.36B
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JEPI Institutional Buying and Selling by Quarter

JPMorgan Equity Premium Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
7/17/2026 Rebalance LLC9,030$510K0.0%+3.0%0.001%
7/17/2026 Integrated Financial Solutions Inc.86,245$4.87M2.6%+8.7%0.011%
7/16/2026 PMG Family Office LLC40,432$2.28M2.1%+5.6%0.005%
7/16/2026 Patriot Financial Group Insurance Agency LLC158,461$8.95M0.9%-49.6%0.020%
7/16/2026 PFG Advisors51,742$2.92M0.1%-19.8%0.006%
7/16/2026 Cambridge Advisors Inc.181,433$10.25M1.8%+0.3%0.023%
7/16/2026 HBW Advisory Services LLC414,559$23.41M2.1%-4.2%0.052%
7/16/2026 Decker Retirement Planning Inc.193,043$10.90M3.7%+36.4%0.024%
7/16/2026 Aurdan Capital Management LLC8,008$452K0.1%-26.9%0.001%
7/16/2026 Websterrogers Financial Advisors LLC43,605$2.46M0.6%-3.3%0.005%
7/16/2026 Highline Wealth Partners LLC46,505$2.63M0.5%+1,758.0%0.006%
7/16/2026 Sherry Group Inc.3,800$214K0.2%N/A0.000%
7/16/2026 Alterna Wealth Management Inc.53,253$3.01M1.7%N/A0.007%
7/16/2026 Prospera Financial Services Inc423,847$23.94M0.3%-7.8%0.053%
7/16/2026 First PREMIER Bank61,156$3.45M0.6%+39.1%0.008%
7/16/2026 Flagstar Securities Inc.86,517$4.89M1.5%-0.8%0.011%
7/16/2026 Guardian Financial Partners LLC47,385$2.68M1.0%+5.1%0.006%
7/16/2026 Independent Financial Group LLC180,844$10.21M0.2%+17.3%0.023%
7/15/2026 Fifth Third Securities Inc.197,548$11.16M0.6%+32.0%0.025%
7/15/2026 Tompkins Financial Corp44,958$2.54M0.2%+33.6%0.006%
7/15/2026 Park National Corp OH10,319$583K0.0%-5.4%0.001%
7/15/2026 Winebrenner Capital Management LLC19,182$1.08M0.7%+1.6%0.002%
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7/15/2026 Milestone Asset Management LLC107,221$6.06M1.0%-18.2%0.013%
7/15/2026 Mainstream Capital Management LLC10,973$620K0.4%-41.8%0.001%
7/15/2026 Wealth Enhancement Advisory Services LLC623,950$35.42M0.1%-18.9%0.078%
7/15/2026 Independence Asset Advisors LLC23,867$1.35M0.4%+11.2%0.003%
7/15/2026 Signature Estate & Investment Advisors LLC52,249$2.95M0.1%-12.7%0.007%
7/15/2026 Accurate Wealth Management LLC13,061$740K0.1%+24.2%0.002%
7/15/2026 B. Riley Wealth Advisors Inc.81,743$4.61M0.2%+39.5%0.010%
7/15/2026 Oxinas Partners LLC49,402$2.79M1.1%+3.1%0.006%
7/15/2026 Mountain Capital Investment Advisors Inc.275,402$15.56M2.2%+0.6%0.035%
7/15/2026 IAM Advisory LLC16,229$917K0.2%+5.1%0.002%
7/14/2026 Smith Thornton Advisors LLC4,174$237K0.1%-12.9%0.001%
7/14/2026 Encompass More Asset Management15,610$882K0.1%+15.2%0.002%
7/14/2026 LRI Investments LLC21,655$1.22M0.1%-6.4%0.003%
7/14/2026 IVC Wealth Advisors LLC223,038$12.60M4.9%+1.6%0.028%
7/14/2026 Investment Advisory Services Inc. TX ADV223,721$12.64M3.6%-15.3%0.028%
7/14/2026 Rockingstone Advisors LLC9,595$542K0.2%-28.3%0.001%
7/14/2026 Cadent Capital Advisors LLC4,143$234K0.0%N/A0.001%
7/14/2026 Plus Group Wealth Advisors LLC11,487$649K0.6%+13.0%0.001%
7/14/2026 Sheets Smith Wealth Management37,684$2.13M0.2%-1.1%0.005%
7/13/2026 Falcon Wealth Planning22,008$1.24M0.1%-0.8%0.003%
7/13/2026 Capital Advantage Inc.5,054$285K0.0%N/A0.001%
7/13/2026 Stenger Family Office LLC12,282$694K0.1%-1.4%0.002%
7/13/2026 Armstrong Advisory Group Inc.75,535$4.27M0.3%+60.7%0.009%
7/13/2026 Purus Wealth Management LLC33,687$1.90M0.5%-15.5%0.004%
7/13/2026 SteelPeak Wealth LLC34,091$1.93M0.0%+9.1%0.004%
7/13/2026 Orgel Wealth Management LLC24,209$1.37M0.0%+91.5%0.003%
7/13/2026 DAVENPORT & Co LLC516,205$29.16M0.1%+10.1%0.065%
7/10/2026 Taylor & Morgan Wealth Management LLC11,390$643K0.3%-9.6%0.001%
7/10/2026 JFS Wealth Advisors LLC6,335$358K0.0%+151.1%0.001%
7/10/2026 Canvas Wealth Advisors LLC10,006$565K0.1%+6.0%0.001%
7/10/2026 Fiduciary Financial Group LLC22,220$1.26M0.1%+15.4%0.003%
7/10/2026 Orrstown Financial Services Inc.443,484$25.05M3.7%+2.4%0.056%
7/10/2026 KWB Wealth5,313$300K0.0%N/A0.001%
7/10/2026 Scott Capital Advisors LLC162,601$9.18M1.4%+3.0%0.020%
7/10/2026 KMG Fiduciary Partners LLC116,375$6.57M0.6%-0.3%0.015%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors156,481$8.84M1.0%-10.4%0.020%
7/10/2026 Perkins Coie Trust Co187,367$10.58M1.8%+4.8%0.024%
7/10/2026 Wealthcare Advisory Partners LLC240,849$13.60M0.3%-42.4%0.030%
7/9/2026 Key Client Fiduciary Advisors LLC4,915$278K0.1%-11.9%0.001%
7/9/2026 Centurion Wealth Management LLC100,301$5.67M1.4%-0.6%0.013%
7/9/2026 Bay Rivers Group23,360$1.32M0.5%+14.8%0.003%
7/9/2026 Finivi Inc.3,930$222K0.1%-18.8%0.000%
7/9/2026 Wealthcare Capital Partners LLC19,763$1.12M0.5%-57.5%0.002%
7/9/2026 Tenzing Financial LLC313,229$17.78M12.2%+1.8%0.039%
7/9/2026 Focus Financial Network Inc.60,176$3.40M0.1%-12.2%0.008%
7/9/2026 Alliance Wealth Advisors LLC15,013$848K0.3%+1.6%0.002%
7/9/2026 Allied Private Wealth LLC18,693$1.06M0.7%N/A0.002%
7/9/2026 Herbst Group LLC14,528$821K0.4%-49.5%0.002%
7/9/2026 Tactive Advisors LLC16,277$919K0.2%+3.1%0.002%
7/9/2026 Sax Wealth Advisors LLC65,547$3.72M0.1%-0.5%0.008%
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7/9/2026 Ehrlich Financial Group53,363$3.01M1.5%+1.1%0.007%
7/9/2026 Adamsbrown Wealth Consultants LLC5,907$334K0.1%+11.9%0.001%
7/9/2026 Windsor Capital Management LLC79,364$4.48M1.2%+3.5%0.010%
7/9/2026 Crumly & Associates Inc.12,155$687K0.1%+19.7%0.002%
7/9/2026 Worth Asset Management LLC40,251$2.27M0.7%+12.0%0.005%
7/8/2026 Foresight Capital Management Advisors Inc.60,946$3.44M1.7%+9.0%0.008%
7/8/2026 First Heartland Consultants Inc.18,276$1.03M0.1%+4.8%0.002%
7/8/2026 White Wing Wealth Management39,435$2.23M1.2%+509.6%0.005%
7/8/2026 Teamwork Financial Advisors LLC69,767$3.94M0.4%+1.1%0.009%
7/8/2026 Sonoma Allocations LLC7,253$432K0.2%N/A0.001%


JEPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,638 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 1,518 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. ($3.62M), and Strategic Financial Concepts LLC ($2.31M).

Institutional investors have bought a total of 60,417,576 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

Of the 713 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), Atria Wealth Solutions Inc. ($853.33K), Commonwealth Equity Services LLC ($836.89K), and Teamwork Financial Advisors LLC ($809.23K).

Institutional investors have sold a total of 58,992,106 shares in the last 24 months. This volume of shares sold represents approximately $3.36B in transactions.



This page (NYSEARCA:JEPI) was last updated on 7/20/2026 by MarketBeat.com Staff.
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