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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$58.94 -0.04 (-0.07%)
Closing price 01/29/2025 04:10 PM Eastern
Extended Trading
$58.93 -0.01 (-0.02%)
As of 01/29/2025 08:00 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 Polygon.io. 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)
876
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
440
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
1/29/2025Avestar Capital LLC48,184$2.79M0.2%-2.8%0.008%
1/29/2025AFT Forsyth & Company Inc.8,593$494K0.2%+9.4%0.001%
1/29/2025MGB Wealth Management LLC4,140$238K0.1%-10.8%0.001%
1/29/2025Beckerman Institutional LLC23,966$1.38M1.1%+1.1%0.004%
1/29/2025Tranquility Partners LLC13,619$797K0.3%-8.7%0.002%
1/29/2025Consolidated Planning Corp33,567$1.93M0.3%+0.5%0.006%
1/29/2025MFG Wealth Management Inc.5,564$320K0.3%N/A0.001%
1/29/2025Clarity Capital Partners LLC33,557$1.93M1.0%+2.1%0.006%
1/29/2025Diversified Portfolios Inc.13,858$797K0.1%+2.9%0.002%
1/29/2025Retirement Guys Formula LLC180,234$10.37M5.2%+9.0%0.031%
1/29/2025Avion Wealth1,031$59K0.0%+90.6%0.000%
1/29/2025Avidian Wealth Enterprises LLC19,284$1.11M0.0%+41.6%0.003%
1/29/2025Gladstone Institutional Advisory LLC37,760$2.17M0.1%+10.7%0.006%
1/29/2025Perissos Private Wealth Management LLC102,156$5.88M4.4%+9.3%0.017%
1/29/2025TFB Advisors LLC10,630$612K0.2%+31.2%0.002%
1/29/2025Capital Advisors Inc. OK872,169$50.18M1.0%+3.8%0.149%
1/29/2025Certuity LLC3,678$212K0.0%N/A0.001%
1/29/2025Montz Harcus Wealth Management LLC4,605$265K0.1%N/A0.001%
1/29/2025Fortress Financial Solutions LLC49,899$2.87M4.1%N/A0.009%
1/29/2025CAP Partners LLC65,722$3.78M2.7%+21.4%0.011%
1/29/2025AIFG Consultants Ltd.61,996$3.57M5.8%-64.9%0.011%
1/29/2025JSF Financial LLC33,908$1.95M0.5%+12.4%0.006%
1/29/2025Weatherly Asset Management L. P.3,730$216K0.0%-41.1%0.001%
1/29/2025Wealthcare Capital Partners LLC34,759$2M1.0%N/A0.006%
1/29/2025Latitude Advisors LLC10,510$605K0.3%+21.0%0.002%
1/29/2025Sovran Advisors LLC55,642$3.20M0.5%N/A0.009%
1/29/2025Stonebridge Financial Group LLC226,134$13.01M1.4%N/A0.039%
1/29/2025Carnegie Lake Advisors LLC10,955$630K0.3%-9.0%0.002%
1/29/2025Essex Financial Services Inc.101,837$5.86M0.4%+6.3%0.017%
1/29/2025Armor Investment Advisors LLC184,336$10.61M4.4%+8.4%0.031%
1/29/2025Focus Financial Network Inc.53,476$3.10M0.1%+36.8%0.009%
1/29/2025MADDEN SECURITIES Corp288,117$16.58M6.6%+3.7%0.049%
1/29/2025Principle Wealth Partners LLC112,396$6.47M0.5%+1.6%0.019%
1/29/2025Ocean Park Asset Management LLC269,194$15.49M0.5%-8.1%0.046%
1/29/2025Global Wealth Management Investment Advisory Inc.302,460$17.40M3.6%+5.1%0.052%
1/29/2025Bristlecone Advisors LLC55,338$3.18M0.2%-2.1%0.009%
1/29/2025Walter & Keenan Wealth Management LLC IN ADV64,666$3.72M1.1%+30.1%0.011%
1/29/2025MBA Advisors LLC104,814$6.03M3.0%+3.0%0.018%
1/29/2025Comprehensive Financial Planning Inc. PA11,189$644K0.5%N/A0.002%
1/29/2025Savant Capital LLC20,613$1.19M0.0%+468.8%0.004%
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1/29/2025Wagner Wealth Management LLC343,408$19.76M5.1%+5.6%0.059%
1/28/2025 Canvas Wealth Advisors LLC7,601$441K0.1%-30.5%0.001%
1/28/2025 Activest Wealth Management12,766$734K0.2%+17.3%0.002%
1/28/2025 LJI Wealth Management LLC15,507$892K0.2%-46.3%0.003%
1/28/2025 HTLF Bank296,603$17.06M1.9%-1.4%0.051%
1/28/2025 Focused Wealth Management Inc84,426$4.86M0.7%+14.6%0.014%
1/28/2025 Legacy Financial Strategies LLC18,355$1.06M0.2%+12.5%0.003%
1/28/2025 Newbridge Financial Services Group Inc.78,960$4.54M1.2%+5.2%0.013%
1/28/2025 Kestra Private Wealth Services LLC490,864$28.24M0.5%+29.6%0.084%
1/28/2025 Moser Wealth Advisors LLC47,475$2.73M1.4%+6.1%0.008%
1/28/2025 Stephens Inc. AR525,375$30.23M0.4%+3.5%0.090%
1/28/2025 Summit Wealth & Retirement Planning Inc.4,710$271K0.1%+21.5%0.001%
1/28/2025 Investment Advisory Services Inc. TX ADV273,992$15.76M5.6%+9.2%0.047%
1/28/2025 AlphaStar Capital Management LLC17,702$1.02M0.1%+201.3%0.003%
1/28/2025 Advisory Resource Group159,566$9.18M1.9%-17.2%0.027%
1/28/2025 Seelaus Asset Management LLC3,700$213K0.2%N/A0.001%
1/28/2025 Wilmington Savings Fund Society FSB11,870$683K0.0%-1.5%0.002%
1/28/2025 Windsor Capital Management LLC7,563$435K0.1%N/A0.001%
1/28/2025 D Orazio & Associates Inc.61,708$3.55M0.5%-1.5%0.011%
1/28/2025 Kingsview Wealth Management LLC217,996$12.54M0.2%+11.8%0.037%
1/28/2025 Apollon Wealth Management LLC769,584$44.27M1.0%+15.4%0.131%
1/28/2025 Clarity Wealth Advisors LLC55,688$3.20M0.9%+0.7%0.009%
1/28/2025 BLB&B Advisors LLC7,127$410K0.0%-15.5%0.001%
1/28/2025 Appleton Partners Inc. MA252,120$14.50M1.1%+4.9%0.043%
1/28/2025 Platform Technology Partners5,674$326K0.1%+5.9%0.001%
1/28/2025 Realta Investment Advisors4,532$263K0.1%+48.2%0.001%
1/28/2025 Archer Investment Corp81,565$4.69M1.3%+27.2%0.014%
1/28/2025 Solutions 4 Wealth Ltd15,258$878K1.6%+1.9%0.003%
1/28/2025 SMART Wealth LLC108,434$6.24M2.2%+26.4%0.018%
1/28/2025 Tandem Financial LLC13,064$757K0.8%N/A0.002%
1/28/2025 Strategic Financial Concepts LLC1,301,762$74.89M0.1%+4,498.2%0.222%
1/28/2025 Iron Horse Wealth Management LLC284,596$16.37M5.5%+5.7%0.048%
1/27/2025 Consolidated Portfolio Review Corp11,673$672K0.1%+228.6%0.002%
1/27/2025 Hedeker Wealth LLC152,652$8.78M2.2%+0.4%0.026%
1/27/2025 Oakworth Capital Inc.644,221$37.06M2.5%+2.7%0.110%
1/27/2025 Silver Oak Securities Incorporated54,808$3.18M0.3%+12.1%0.009%
1/27/2025 Etesian Wealth Advisors Inc.22,009$1.27M0.6%+12.5%0.004%
1/27/2025 Beacon Financial Advisory LLC327,645$18.85M6.1%+4.8%0.056%
1/27/2025 Bleakley Financial Group LLC91,114$5.24M0.2%+10.1%0.016%
1/27/2025 Schmidt P J Investment Management Inc.5,266$303K0.1%-6.9%0.001%
1/27/2025 Robertson Stephens Wealth Management LLC68,628$3.98M0.1%+8.0%0.012%
1/27/2025 Benchmark Financial Wealth Advisors LLC22,030$1.27M0.4%+18.7%0.004%
1/27/2025 Meadow Creek Wealth Advisors LLC72,068$4.15M3.0%+2.7%0.012%
1/27/2025 Onyx Bridge Wealth Group LLC50,234$2.89M0.4%+12.0%0.009%
1/27/2025 Tyche Wealth Partners LLC6,261$360K0.1%+10.6%0.001%
1/27/2025 John W. Brooker & Co. CPAs7,544$434K0.2%+2.9%0.001%
1/27/2025 Summit Wealth Partners LLC73,350$4.22M0.9%-3.0%0.012%
1/27/2025 Crewe Advisors LLC31,565$1.82M0.3%+8.0%0.005%
1/27/2025 Foguth Wealth Management LLC.278,633$16.47M4.3%+39.6%0.047%
1/27/2025 Econ Financial Services Corp29,966$1.72M1.0%+39.5%0.005%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
1/27/2025 Choreo LLC124,645$7.22M0.1%+436.0%0.021%
1/27/2025 Nvwm LLC16,394$943K0.2%+10.2%0.003%
1/27/2025 Money Concepts Capital Corp59,380$3.42M0.3%+7.0%0.010%
1/27/2025 Confluence Wealth Services Inc.1,583,959$93.68M6.1%+11.8%0.270%
1/27/2025 Lion Street Advisors LLC9,915$570K0.2%-4.8%0.002%
1/27/2025 Country Club Bank163,581$9.48M0.6%-4.4%0.028%
1/27/2025 Stratos Investment Management LLC339,826$19.55M1.2%+8.9%0.058%
1/27/2025 Stratos Wealth Advisors LLC103,441$5.95M0.3%-2.2%0.018%
1/27/2025 Stratos Wealth Partners LTD.54,396$3.13M0.0%+12.8%0.009%
1/27/2025 Silverlake Wealth Management LLC72,746$4.19M1.6%+0.3%0.012%
(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, 1,239 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were Morgan Stanley ($1.75B), JPMorgan Chase & Co. ($1.33B), Bank of America Corp DE ($1.26B), Envestnet Asset Management Inc. ($402.66M), Royal Bank of Canada ($371.58M), Osaic Holdings Inc. ($364.69M), and UBS Group AG ($315.76M).Learn more on JEPI's institutional investors.

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

Of the 1,190 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 ($12.37M), JPMorgan Chase & Co. ($11.66M), Bank of America Corp DE ($8.72M), Global Assets Advisory LLC ($6.24M), Envestnet Asset Management Inc. ($4.43M), Cetera Investment Advisers ($3.75M), and UBS Group AG ($3.61M).

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

Institutional investors have bought a total of 172,167,181 shares in the last 24 months. This purchase volume represents approximately $9.57B in transactions.

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

Of the 577 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. ($5.05M), Gradient Investments LLC ($919.55K), Requisite Capital Management LLC ($880.21K), Compass Ion Advisors LLC ($809.93K), Franklin Resources Inc. ($669.69K), Prime Capital Investment Advisors LLC ($652.51K), and Beaumont Financial Advisors LLC ($624.53K).

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

Institutional investors have sold a total of 35,226,780 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 1/30/2025 by MarketBeat.com Staff
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