S&P 500   5,011.12
DOW   37,775.38
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What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
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'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Wall Street drifts to a mixed finish as yields tick higher
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

$55.47
-0.11 (-0.20%)
(As of 04/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
920
Total
Institutional Inflows
(last 12 months)
$6.02B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$1.16B
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024SeaCrest Wealth Management LLC108,176$6.26M0.8%+49.0%0.018%
4/18/2024Requisite Capital Management LLC1,752,999$101.43M22.0%-9.1%0.299%
4/18/2024Oxinas Partners Wealth Management LLC40,725$2.36M1.5%+5.9%0.007%
4/18/2024Naviter Wealth LLC147,785$8.55M1.4%+13.1%0.025%
4/18/2024CAP Partners LLC65,626$3.80M3.4%-3.9%0.011%
4/18/2024Penbrook Management LLC5,150$298K0.2%+4.0%0.001%
4/18/2024Capital Advisors Ltd. LLC2,806$162K0.0%+326.4%0.000%
4/18/2024Woodmont Investment Counsel LLC2,254$130K0.0%N/A0.000%
4/18/2024Panoramic Investment Advisors LLC45,749$2.65M2.0%+13.0%0.008%
4/18/2024Main Line Retirement Advisors LLC22,423$1.30M1.0%-4.5%0.004%
4/18/2024Steele Capital Management Inc.295,780$17.11M1.0%+8.1%0.050%
4/18/2024Bridgewealth Advisory Group LLC115,246$6.67M3.3%+173.0%0.020%
4/18/2024AlphaMark Advisors LLC7,956$460K0.2%+12.8%0.001%
4/18/2024Hexagon Capital Partners LLC24,954$1.44M0.3%+25.6%0.004%
4/18/2024O ROURKE & COMPANY Inc64,575$3.74M2.2%+17.3%0.011%
4/18/2024Claro Advisors LLC47,521$2.75M0.5%-2.3%0.008%
4/18/2024Morris Financial Concepts Inc.621$36K0.0%+114.1%0.000%
4/18/2024Cobblestone Asset Management LLC111,633$6.46M4.4%+9.0%0.019%
4/18/2024BKM Wealth Management LLC31,214$1.81M0.8%-1.5%0.005%
4/18/2024Caerus Investment Advisors LLC168,078$9.73M9.4%-3.2%0.029%
4/18/2024Aviance Capital Partners LLC16,100$932K0.1%+5.4%0.003%
4/18/2024Chapin Davis Inc.16,855$975K0.4%+223.2%0.003%
4/18/2024Scott Capital Advisors LLC40,855$2.34M0.7%+38.4%0.007%
4/18/2024Compass Ion Advisors LLC19,744$1.14M0.2%-9.8%0.003%
4/18/2024Mayfair Advisory Group LLC144,493$8.36M6.1%+13.0%0.025%
4/18/2024SteelPeak Wealth LLC36,533$2.11M0.1%+12.6%0.006%
4/18/2024Clarity Wealth Advisors LLC53,860$3.12M1.1%+9.3%0.009%
4/17/2024Fiduciary Alliance LLC3,529$202K0.0%N/A0.001%
4/17/2024Cornerstone Wealth Group LLC72,243$4.18M0.4%+3.2%0.012%
4/17/2024Founders Financial Securities LLC11,242$650K0.1%+37.5%0.002%
4/17/2024Iron Horse Wealth Management LLC245,923$14.23M5.6%+8.1%0.042%
4/17/2024Foguth Wealth Management LLC.103,106$5.97M3.2%N/A0.018%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO5,025$291K0.1%N/A0.001%
4/17/2024CRA Financial Services LLC4,062$235K0.1%-7.1%0.001%
4/17/2024Hennion & Walsh Asset Management Inc.614,703$35.57M1.9%+135.1%0.105%
4/16/2024Independence Bank of Kentucky13,290$769K0.2%+14.3%0.002%
4/16/2024OneAscent Financial Services LLC8,172$473K0.1%N/A0.001%
4/16/2024Astoria Portfolio Advisors LLC.5,089$283K0.1%+4.6%0.001%
4/16/2024Kathmere Capital Management LLC542,463$31.39M3.6%+3.9%0.093%
4/16/2024Cambridge Advisors Inc.125,820$7.28M1.7%+15.2%0.021%
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4/16/2024Bridge Advisory LLC34,613$2.00M1.0%-6.7%0.006%
4/16/2024DeDora Capital Inc.4,297$249K0.1%N/A0.001%
4/16/2024Pinnacle Bancorp Inc.2,800$162K0.0%N/A0.000%
4/16/2024Atlantic Union Bankshares Corp692,760$40.08M3.4%-5.1%0.118%
4/16/2024Register Financial Advisors LLC43,192$2.50M1.3%+2.0%0.007%
4/16/2024Howard Financial Services LTD.20,693$1.20M0.2%-5.4%0.004%
4/16/2024Courier Capital LLC10,958$634K0.0%+2.3%0.002%
4/16/2024Transform Wealth LLC56,385$3.26M0.3%-20.2%0.010%
4/16/2024Bouvel Investment Partners LLC177,269$10.26M4.4%-3.6%0.030%
4/16/2024Wealth Enhancement Advisory Services LLC1,504,186$87.03M0.2%+5.8%0.257%
4/16/2024Procyon Advisors LLC137,558$7.96M0.6%-6.2%0.023%
4/16/2024ERn Financial LLC19,752$1.14M0.2%+3.7%0.003%
4/16/2024Mosley Wealth Management11,795$682K0.6%+12.3%0.002%
4/15/2024Investment Partners Asset Management Inc.78,418$4.54M4.1%+6.2%0.013%
4/15/2024Sandbox Financial Partners LLC173,037$10.01M4.2%+3.6%0.030%
4/15/2024Wealthcare Capital Management LLC16,340$945K0.1%+115.1%0.003%
4/15/2024Wealthcare Advisory Partners LLC257,106$14.88M0.5%-4.5%0.044%
4/15/2024Ellis Investment Partners LLC151,655$8.78M1.9%+11.0%0.026%
4/15/2024Northeast Financial Group Inc.56,106$3.25M1.4%+4.7%0.010%
4/15/2024Cascade Wealth Advisors Inc92,578$5.20M4.4%N/A0.016%
4/15/2024Sovereign Financial Group Inc.18,914$1.09M0.3%+4.4%0.003%
4/15/2024Future Financial Wealth Managment LLC4,803$278K0.2%N/A0.001%
4/15/2024Brookstone Capital Management725,254$41.96M0.7%+4.4%0.124%
4/15/2024Sunbelt Securities Inc.28,627$1.66M0.2%+8.8%0.005%
4/15/2024Elevated Capital Advisors LLC23,344$1.35M0.4%+126.6%0.004%
4/15/2024Atlas Capital Advisors LLC2,341$135K0.0%-21.8%0.000%
4/15/2024Ehrlich Financial Group58,450$3.38M2.8%+17.5%0.011%
4/15/2024CIC Wealth LLC111,650$6.46M1.9%+9.5%0.022%
4/15/2024Rezny Wealth Management Inc.233,168$13.49M3.9%-1.6%0.045%
4/15/2024Flagstar Advisors Inc.41,854$2.42M0.7%N/A0.008%
4/15/2024Kingswood Wealth Advisors LLC73,183$4.23M0.5%-11.4%0.014%
4/15/2024Disciplined Investments LLC3,500$203K0.1%N/A0.001%
4/15/2024Sound Income Strategies LLC22,587$1.31M0.1%-11.2%0.004%
4/15/2024Security National Bank98,081$5.68M0.9%+171.4%0.019%
4/15/2024Prentice Wealth Management LLC130,914$7.58M2.6%+3.9%0.025%
4/15/2024Etesian Wealth Advisors Inc.11,626$673K0.4%+39.6%0.002%
4/15/2024Columbia Advisory Partners LLC4,583$265K0.3%-54.4%0.001%
4/13/2024 Columbus Macro LLC10,860$628K0.2%+3.7%0.002%
4/13/2024 Retirement Planning Group LLC11,153$645K0.0%+5.9%0.002%
4/12/2024 Dynamic Advisor Solutions LLC206,147$11.93M0.4%-4.5%0.040%
4/12/2024 Fermata Advisors LLC61,588$3.56M0.8%N/A0.012%
4/12/2024 Mechanics Bank Trust Department262,981$15.22M2.2%+10.7%0.051%
4/12/2024 Keystone Wealth Services LLC4,415$255K0.1%+9.4%0.001%
4/12/2024 Wealth Management Partners LLC9,635$557K0.3%-1.9%0.002%
4/12/2024 Capital Advisors Wealth Management LLC105,680$6.12M1.3%-21.7%0.020%
4/12/2024 Strong Tower Advisory Services19,055$1.09M0.4%+6.8%0.004%
4/12/2024 Worth Asset Management LLC31,169$1.80M1.1%+53.8%0.006%
4/12/2024 Navalign LLC3,550$205K0.1%-11.7%0.001%
4/12/2024 Ignite Planners LLC69,301$3.97M1.1%-2.1%0.013%
4/12/2024 Harbor Investment Advisory LLC55,540$3.21M0.3%+12.1%0.011%
Start loving Mondays like this (Ad)

Wouldn’t you love to start looking forward to Mondays? We’re in a New Paradigm Shift in the market that could make it possible! You see, rallies over the weekends have become much more common in the last few years. Imagine hitting a few buttons on your phone or laptop to place a quick trade before the weekend hits… And coming back on Monday to what could be extra income sitting in your account… Weekend after weekend!

Weekend after weekend!
4/12/2024 Global Assets Advisory LLC6,165,296$356.72M1.2%+5,858.1%1.190%
4/12/2024 Traynor Capital Management Inc.84,969$4.92M0.4%-8.9%0.016%
4/12/2024 AdvisorNet Financial Inc39,726$2.30M0.2%+11.5%0.008%
4/12/2024 Global Trust Asset Management LLC1,513$88K0.0%+146.8%0.000%
4/12/2024 First PREMIER Bank32,484$1.88M0.5%+9.5%0.006%
4/12/2024 Purus Wealth Management LLC25,795$1.49M0.7%-2.4%0.005%
4/12/2024 High Net Worth Advisory Group LLC151,770$8.78M2.8%+19.8%0.029%
4/11/2024 RDA Financial Network62,663$3.63M1.2%+64.6%0.012%
4/11/2024 Cooper Financial Group340,468$19.70M3.2%+8.3%0.066%
4/11/2024 Salem Investment Counselors Inc.1,342$78K0.0%+17.5%0.000%
(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, 1,077 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were Morgan Stanley ($1.75B), Bank of America Corp DE ($1.26B), JPMorgan Chase & Co. ($1.15B), Royal Bank of Canada ($377.18M), Global Assets Advisory LLC ($356.72M), Osaic Holdings Inc. ($340.04M), and Envestnet Asset Management Inc. ($320.91M).Learn more on JEPI's institutional investors.

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

Of the 1,058 institutional investors that purchased JPMorgan Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($12.25M), Bank of America Corp DE ($11.65M), Moneta Group Investment Advisors LLC ($8.45M), Morgan Stanley ($8.10M), JPMorgan Chase & Co. ($7.31M), Global Assets Advisory LLC ($6.17M), and Envestnet Asset Management Inc. ($5.13M).

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

Institutional investors have bought a total of 195,006,383 shares in the last 24 months. This purchase volume represents approximately $10.71B in transactions.

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

Of the 434 institutional investors that sold JPMorgan Equity Premium Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.90M), Envestnet Asset Management Inc. ($1.19M), Compass Ion Advisors LLC ($1.01M), Gradient Investments LLC ($927.05K), Raymond James & Associates ($908.03K), Prime Capital Investment Advisors LLC ($651.71K), and B & T Capital Management DBA Alpha Capital Management ($622.29K).

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

Institutional investors have sold a total of 31,094,240 shares in the last 24 months. This volume of shares sold represents approximately $1.73B in transactions.


This page (NYSEARCA:JEPI) was last updated on 4/18/2024 by MarketBeat.com Staff

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