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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$54.21 +0.38 (+0.71%)
Closing price 04/23/2025 04:10 PM Eastern
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$54.28 +0.07 (+0.14%)
As of 04/23/2025 07:56 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)
1025
Total
Institutional Inflows
(last 12 months)
$4.13B
Number of
Institutional Sellers
(last 12 months)
498
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
4/23/2025Chung Wu Investment Group LLC21,532$1.23M1.5%-2.3%0.003%
4/23/2025Madrona Financial Services LLC81,265$4.64M1.3%+10.7%0.012%
4/23/2025Sequoia Financial Advisors LLC21,503$1.23M0.0%+240.3%0.003%
4/23/2025Wealth Effects LLC28,183$1.61M0.7%-32.4%0.004%
4/23/2025Perigon Wealth Management LLC58,597$3.35M0.1%-14.4%0.008%
4/23/2025TigerOak Management L.L.C.372,366$21.28M8.2%+1.2%0.054%
4/23/2025Tyche Wealth Partners LLC16,121$921K0.2%+157.5%0.002%
4/23/2025HBK Sorce Advisory LLC26,580$1.52M0.0%+15.2%0.004%
4/23/2025Bessemer Group Inc.20,393$1.17M0.0%-90.0%0.003%
4/23/2025First Pacific Financial1,442$82K0.0%N/A0.000%
4/23/2025Aurora Private Wealth Inc.21,008$1.20M0.0%-5.8%0.003%
4/23/2025Spire Wealth Management151,225$8.64M0.3%+26.4%0.022%
4/23/2025Saxony Capital Management LLC53,964$3.08M2.7%+40.9%0.008%
4/23/2025 Daymark Wealth Partners LLC141,524$8.09M0.3%-12.3%0.020%
4/23/2025Golden State Equity Partners65,913$3.77M0.7%-2.9%0.010%
4/23/2025Mattern Wealth Management LLC9,904$566K0.1%+2.4%0.001%
4/23/2025Global Assets Advisory LLC316,909$17.20M3.2%+187.6%0.046%
4/23/2025Archford Capital Strategies LLC46,454$2.65M0.4%+400.7%0.007%
4/23/2025International Assets Investment Management LLC205,029$11.72M0.3%-3.7%0.030%
4/23/2025Cornerstone Wealth Group LLC101,205$5.78M0.5%+32.4%0.015%
4/23/2025Independence Asset Advisors LLC9,568$545K1.8%N/A0.001%
4/23/2025Navis Wealth Advisors LLC14,087$805K0.8%-36.4%0.002%
4/23/2025Balboa Wealth Partners12,377$707K0.2%+25.0%0.002%
4/23/2025Retirement Guys Formula LLC69,407$3.97M2.0%-61.5%0.010%
4/23/2025Sheets Smith Wealth Management39,370$2.25M0.3%+30.1%0.006%
4/23/2025AIFG Consultants Ltd.58,824$3.36M5.5%-5.1%0.008%
4/23/2025Embree Financial Group6,719$384K0.1%+4.3%0.001%
4/23/2025Investment Planning Advisors Inc.66,137$3.78M1.5%-2.1%0.010%
4/23/2025Mascagni Wealth Management Inc.9,863$567K0.6%-14.0%0.001%
4/23/2025Consolidated Portfolio Review Corp12,574$718K0.1%+7.7%0.002%
4/23/2025Johnson Bixby & Associates LLC6,188$354K0.1%-16.9%0.001%
4/23/2025Guardian Financial Partners LLC42,579$2.43M1.2%+7.5%0.006%
4/23/2025Chapin Davis Inc.38,358$2.19M0.7%+82.6%0.006%
4/23/2025Post Resch Tallon Group Inc.30,032$1.70M1.7%-2.7%0.004%
4/23/2025Walkner Condon Financial Advisors LLC99,920$5.71M1.2%-17.8%0.014%
4/23/2025Valmark Advisers Inc.30,308$1.73M0.0%+30.0%0.004%
4/23/2025Oppenheimer & Co. Inc.233,943$13.37M0.2%+41.1%0.034%
4/23/2025Crewe Advisors LLC33,737$1.93M0.3%+6.9%0.005%
4/23/2025Continuum Advisory LLC95,990$5.49M0.7%+10.6%0.014%
4/22/2025 Diversified Portfolios Inc.14,107$806K0.1%+1.8%0.002%
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4/22/2025 Consolidated Planning Corp33,269$1.90M0.3%-0.9%0.005%
4/22/2025 XML Financial LLC16,900$966K0.1%+158.0%0.002%
4/22/2025 JFS Wealth Advisors LLC3,874$221K0.0%-41.5%0.001%
4/22/2025 Spinnaker Investment Group LLC37,463$2.14M0.5%+63.4%0.005%
4/22/2025 5T Wealth LLC35,280$2.02M1.1%+2.0%0.005%
4/22/2025 Whalen Wealth Management Inc.35,584$2.03M1.4%-48.1%0.005%
4/22/2025 FMA Wealth Management LLC45,754$2.72M2.1%+0.7%0.007%
4/22/2025 Moser Wealth Advisors LLC52,750$3.01M1.6%+11.1%0.008%
4/22/2025 Pennsylvania Capital Management Inc. ADV35,468$2.03M0.7%+18.9%0.005%
4/22/2025 Cambridge Investment Research Advisors Inc.2,043,548$116.77M0.4%+3.7%0.295%
4/22/2025 Kennedy Investment Group106,638$6.09M2.8%+5.3%0.015%
4/22/2025 Madison Wealth Partners Inc11,867$678K0.2%+25.7%0.002%
4/22/2025 Cassia Capital Partners LLC186,460$10.65M6.6%-2.3%0.027%
4/22/2025 Ergawealth Advisors Inc.283,113$16.18M8.0%-5.0%0.041%
4/22/2025 LVZ Inc.7,707$440K0.1%+2.8%0.001%
4/22/2025 Ellis Investment Partners LLC201,136$11.49M2.4%-1.0%0.029%
4/22/2025 Childress Capital Advisors LLC310,456$17.74M5.1%-12.8%0.045%
4/22/2025 SK Wealth Management LLC367,985$19.40M10.3%-7.1%0.053%
4/22/2025 FSC Wealth Advisors LLC7,271$415K0.3%-3.8%0.001%
4/22/2025 Masso Torrence Wealth Management Inc.143,288$8.19M4.4%+9.1%0.021%
4/22/2025 Bright Futures Wealth Management LLC.27,030$1.43M1.5%-2.0%0.004%
4/22/2025 Merkkuri Wealth Advisors LLC73,112$4.18M3.6%+1.5%0.011%
4/22/2025 Canton Hathaway LLC1,650$94K0.0%N/A0.000%
4/22/2025 Bernardo Wealth Planning LLC181,462$10.37M2.5%+3.7%0.026%
4/22/2025 Register Financial Advisors LLC55,423$3.17M1.6%+10.3%0.008%
4/22/2025 Cobblestone Asset Management LLC131,095$7.49M4.4%+12.8%0.019%
4/22/2025 Woodmont Investment Counsel LLC5,655$323K0.0%N/A0.001%
4/22/2025 Retirement Planning Group LLC NY145,589$8.32M8.5%+17.1%0.021%
4/22/2025 Appleton Partners Inc. MA260,028$14.86M1.1%+3.1%0.038%
4/22/2025 Worth Financial Advisory Group LLC69,015$3.94M2.5%-1.1%0.010%
4/22/2025 PFG Investments LLC110,923$6.34M0.4%+10.0%0.016%
4/22/2025 Carr Financial Group Corp40,483$2.31M0.8%+20.3%0.006%
4/22/2025 Private Wealth Partners LLC65,459$3.74M0.3%+80.0%0.009%
4/22/2025 Advisor Resource Council14,822$847K0.1%N/A0.002%
4/22/2025 Compass Ion Advisors LLC16,791$959K0.1%-10.9%0.002%
4/21/2025 Meriwether Wealth & Planning LLC5,841$334K0.2%+26.9%0.001%
4/21/2025 CPA Asset Management LLC19,193$1.10M0.5%+41.0%0.003%
4/21/2025 Avior Wealth Management LLC82,490$4.71M0.2%+16.7%0.012%
4/21/2025 ORG Partners LLC1,410$80K0.0%-91.4%0.000%
4/21/2025 Cherry Tree Wealth Management LLC48,599$2.78M0.7%+54.4%0.007%
4/21/2025 LongView Wealth Management17,087$976K0.3%+67.5%0.002%
4/21/2025 Means Investment CO. Inc.56,043$3.20M0.3%-19.9%0.008%
4/21/2025 Clear Point Advisors Inc.4,902$280K0.3%-6.7%0.001%
4/21/2025 Walter & Keenan Wealth Management LLC IN ADV70,486$4.03M1.2%+9.0%0.010%
4/21/2025 Curran Financial Partners LLC275,440$15.74M3.9%+12.2%0.040%
4/21/2025 GFS Advisors LLC47,380$2.71M0.5%N/A0.007%
4/21/2025 Autumn Glory Partners LLC21,736$1.24M0.6%+6.0%0.003%
4/21/2025 Advisory Resource Group172,766$9.87M2.0%+8.3%0.025%
4/21/2025 ERn Financial LLC22,084$1.26M0.2%+3.0%0.003%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors205,826$11.67M1.8%+5.7%0.030%
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4/21/2025 United Advisor Group LLC41,485$2.37M0.5%-1.2%0.006%
4/21/2025 ORG Wealth Partners LLC15,539$884K0.3%N/A0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.222,375$12.71M0.0%-1.6%0.032%
4/21/2025 Wealthspan Partners LLC57,382$3.28M1.5%+27.4%0.008%
4/21/2025 Sterling Investment Counsel LLC414,001$23.66M8.1%+125.5%0.060%
4/21/2025 Montz Harcus Wealth Management LLC5,189$296K0.2%+12.7%0.001%
4/21/2025 Johnson Investment Counsel Inc.21,790$1.25M0.0%-17.6%0.003%
4/21/2025 Community Bank N.A.158,631$9.06M1.2%-0.4%0.023%
4/21/2025 LifeWealth Investments LLC66,828$3.82M1.6%+62.6%0.010%
4/21/2025 Dunhill Financial LLC1,863$106K0.0%-43.8%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, 1,381 institutional investors and hedge funds held shares of JPMorgan Equity Premium Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.80B), Morgan Stanley ($1.75B), JPMorgan Chase & Co. ($1.19B), Wells Fargo & Company MN ($837.35M), Royal Bank of Canada ($422.63M), Envestnet Asset Management Inc. ($393.31M), and Osaic Holdings Inc. ($364.69M).Learn more on JEPI's institutional investors.

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

Of the 1,316 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 ($12.29M), JPMorgan Chase & Co. ($11.50M), GAMMA Investing LLC ($7.47M), Global Assets Advisory LLC ($6.38M), Raymond James Financial Inc. ($5.60M), Bank of America Corp DE ($4.34M), and Envestnet Asset Management Inc. ($4.08M).

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

Institutional investors have bought a total of 177,209,848 shares in the last 24 months. This purchase volume represents approximately $9.94B in transactions.

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

Of the 662 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. ($6.71M), Gradient Investments LLC ($919.55K), Compass Ion Advisors LLC ($811.98K), Requisite Capital Management LLC ($796.07K), 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 39,344,706 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 4/24/2025 by MarketBeat.com Staff
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