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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$55.80 +0.45 (+0.81%)
As of 06/9/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1133
Total
Institutional Inflows
(last 12 months)
$26.38B
Number of
Institutional Sellers
(last 12 months)
724
Total
Institutional Outflows
(last 12 months)
$3.46B
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Skip Chart & View Institutional Buying and Selling Data

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
6/8/2026 Pine Valley Investments Ltd Liability Co12,796$725K0.0%+11.3%0.002%
6/3/2026 CoreFirst Bank & Trust50,971$2.89M1.5%+7.3%0.006%
6/3/2026 Parallel Advisors LLC67,590$3.83M0.1%+16.2%0.009%
6/3/2026 NewEdge Advisors LLC778,360$44.12M0.2%+14.2%0.098%
6/1/2026 Caerus Investment Advisors LLC33,078$1.88M0.8%-12.4%0.004%
6/1/2026 Foguth Wealth Management LLC.919,518$51.53M6.4%+366.7%0.116%
6/1/2026 Concorde Asset Management LLC4,961$281K0.1%-68.0%0.001%
5/28/2026 Cozad Asset Management Inc.22,605$1.28M0.1%+19.8%0.003%
5/28/2026 Maripau Wealth Management LLC10,315$585K0.3%+12.1%0.001%
5/27/2026 Allen Capital Group LLC244,812$13.88M1.2%+2.8%0.031%
5/27/2026 Capasso Planning Partners LLC20,753$1.18M0.6%+145.1%0.003%
5/26/2026 Summit Financial Wealth Advisors LLC126,523$7.17M1.0%+15.9%0.016%
5/22/2026 WNY Asset Management LLC108,291$6.14M0.6%N/A0.014%
5/22/2026 Segall Bryant & Hamill LLC8,466$491K0.0%N/A0.001%
5/22/2026 Verus Capital Partners LLC33,487$1.90M0.1%+4.5%0.004%
5/20/2026 Norris Financial Group LLC3,776$214K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC96,678$5.48M0.2%N/A0.012%
5/19/2026 Mascagni Wealth Management Inc.7,366$418K0.3%+15.7%0.001%
5/19/2026 Royal 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%
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%
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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%
5/13/2026 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%
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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%


JEPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,631 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 1,514 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), Envestnet Asset Management Inc. ($3.62M), and Strategic Financial Concepts LLC ($2.31M).

Institutional investors have bought a total of 463,795,166 shares in the last 24 months. This purchase volume represents approximately $26.38B in transactions.

Of the 724 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).

Institutional investors have sold a total of 60,683,695 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 6/10/2026 by MarketBeat.com Staff.
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