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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$56.77 -0.37 (-0.65%)
Closing price 04/1/2025 04:10 PM Eastern
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$56.82 +0.05 (+0.09%)
As of 04/1/2025 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
1019
Total
Institutional Inflows
(last 12 months)
$4.09B
Number of
Institutional Sellers
(last 12 months)
473
Total
Institutional Outflows
(last 12 months)
$1.10B
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JEPI Institutional Buying and Selling by Quarter

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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
4/1/2025Modus Advisors LLC26,857$1.54M0.5%-3.4%0.004%
4/1/2025MassMutual Private Wealth & Trust FSB511$29K0.0%-66.6%0.000%
3/27/2025Milestone Asset Management Group LLC11,460$659K0.6%N/A0.002%
3/24/2025Mascagni Wealth Management Inc.9,863$567K0.5%N/A0.001%
3/21/2025Prostatis Group LLC7,426$427K0.1%-27.1%0.001%
3/18/2025Objective Capital Management LLC5,685$327K0.2%-8.0%0.001%
3/17/2025Wealth Enhancement Advisory Services LLC1,579,987$90.90M0.2%+12.3%0.231%
3/14/2025Tableaux LLC3,730$215K0.2%N/A0.001%
3/12/2025Centaurus Financial Inc.83,031$4.78M0.3%+5.9%0.012%
3/11/2025Campbell Deegan Wealth Management LLC22,604$1.30M1.6%N/A0.003%
3/11/2025Anchor Pointe Wealth Management LLC4,880$283K0.4%N/A0.001%
3/10/2025Mattson Financial Services LLC31,299$1.86M0.6%-3.0%0.005%
3/6/2025TFR Capital LLC.9,059$521K0.3%N/A0.001%
3/6/2025Plotkin Financial Advisors LLC30,711$1.77M1.0%-1.6%0.005%
3/5/2025Castle Rock Wealth Management LLC14,949$885K0.2%-15.0%0.002%
3/3/2025SK Wealth Management LLC396,113$22.79M11.6%+1.4%0.059%
2/28/2025Park Square Financial Group LLC700$40K0.0%N/A0.000%
2/27/2025Skyline Advisors Inc.11,356$653K0.3%N/A0.002%
2/27/2025Jefferies Financial Group Inc.61,414$3.53M0.0%+1.4%0.009%
2/27/2025XY Planning Network Inc.6,018$346K0.3%N/A0.001%
2/26/2025LifeWealth Investments LLC41,112$2.37M1.6%N/A0.006%
2/25/2025Heck Capital Advisors LLC1,100$63K0.0%N/A0.000%
2/25/2025Leigh Baldwin & CO. LLC6,912$398K0.2%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.340,393$19.72M0.6%-6.5%0.058%
2/25/2025Armis Advisers LLC8,948$515K0.1%N/A0.002%
2/25/2025Integrated Advisors Network LLC348,801$20.07M1.0%+29.8%0.059%
2/24/2025Hall Capital Management Co. Inc.6,003$345K0.2%N/A0.001%
2/24/2025Great Valley Advisor Group Inc.104,301$6.00M0.1%+85.2%0.018%
2/24/2025Ameriflex Group Inc.45,057$2.66M1.2%N/A0.008%
2/24/2025United Advisor Group LLC41,980$2.42M0.5%+53.5%0.007%
2/22/2025American Trust87,298$5.02M0.4%N/A0.015%
2/21/2025WNY Asset Management LLC216,206$12.44M1.5%-26.8%0.037%
2/21/2025Aurdan Capital Management LLC12,460$717K0.3%N/A0.002%
2/20/2025Forum Financial Management LP4,008$231K0.0%N/A0.001%
2/20/2025Kingstone Capital Partners Texas LLC94,191$5.42M4.4%N/A0.016%
2/20/2025Jupiter Wealth Management LLC16,250$935K0.5%-69.2%0.003%
2/19/2025Formidable Asset Management LLC7,887$454K0.1%-4.4%0.001%
2/19/2025Retirement Planning Group LLC NY124,291$7.17M7.9%N/A0.021%
2/18/2025Wick Capital Partners LLC234,319$13.48M4.0%+15.8%0.040%
2/18/2025Western Wealth Management LLC92,435$5.32M1.6%-1.1%0.016%
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2/18/2025Helium Advisors LLC42,276$2.43M1.9%N/A0.007%
2/18/2025Sunbelt Securities Inc.31,790$1.84M0.2%+1.6%0.005%
2/18/2025Vise Technologies Inc.30,158$1.74M0.1%+122.7%0.005%
2/18/2025Retirement Planning Group LLC53,533$3.08M0.2%+15.2%0.009%
2/18/2025JT Stratford LLC14,141$814K0.1%-28.9%0.002%
2/18/2025Cornerstone Advisory LLC1,844,599$109.15M12.5%+6.7%0.314%
2/18/2025Pacific Center for Financial Services668,909$38.48M9.9%+1.4%0.114%
2/18/202549 Wealth Management LLC140,357$8.08M1.2%-22.5%0.024%
2/18/2025Novem Group22,749$1.31M0.2%N/A0.004%
2/18/2025MidWestOne Financial Group Inc.115,572$6.65M0.9%+5.0%0.020%
2/18/2025Elequin Capital LP1,150$66K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC150,161$8.64M0.1%+1,399.8%0.026%
2/18/2025First Heartland Consultants Inc.24,131$1.39M0.1%-5.1%0.004%
2/18/2025Continuum Advisory LLC86,778$4.99M0.6%+9.0%0.015%
2/18/2025Note Advisors LLC23,416$1.35M1.2%N/A0.004%
2/18/2025NCM Capital Management LLC125,241$7.21M3.2%+5.3%0.021%
2/18/2025Glen Eagle Advisors LLC2,861$165K0.0%+323.2%0.000%
2/18/2025White Knight Strategic Wealth Advisors LLC20,160$1.16M0.5%N/A0.003%
2/18/2025Delta Investment Management LLC109,200$6.28M1.2%+12.7%0.019%
2/17/2025Waverly Advisors LLC263,307$15.15M0.2%+6.0%0.045%
2/17/2025Vermillion & White Wealth Management Group LLC974$56K0.0%-53.9%0.000%
2/17/2025Vienna Asset Management LLC100,376$5.78M3.9%+5.4%0.017%
2/17/2025Visionary Wealth Advisors245,382$14.12M0.8%+8.2%0.042%
2/17/2025Vivaldi Capital Management LP10,755$638K0.1%N/A0.002%
2/17/2025St. Clair Advisors LLC287,491$16.54M4.7%N/A0.049%
2/17/2025TrinityPoint Wealth LLC104,380$6.01M0.8%+3.6%0.018%
2/17/2025Strategic Wealth Partners Ltd.94,026$5.57M0.5%+10.5%0.016%
2/17/2025Sentinus LLC7,900$454K0.1%+29.6%0.001%
2/17/2025Snowden Capital Advisors LLC129,967$7.53M0.2%+6.5%0.022%
2/17/2025Shepherd Kaplan Krochuk LLC57,270$3.30M2.8%+22.2%0.010%
2/17/2025Royal Bank of Canada7,346,281$422.63M0.1%+10.8%1.252%
2/17/2025Quadcap Wealth Management LLC11,948$687K0.1%+19.0%0.002%
2/17/2025Morse Asset Management Inc11,062$636K0.1%-17.0%0.002%
2/17/2025Napa Wealth Management12,347$710K0.3%+213.0%0.002%
2/17/2025MJP Associates Inc. ADV115,703$6.66M1.2%+14.9%0.020%
2/17/2025Laraway Financial Advisors Inc6,875$396K0.3%+3.8%0.001%
2/17/2025Investor s Fiduciary Advisor Network LLC25,857$1.49M0.6%N/A0.004%
2/17/2025Jefferies Financial Group Inc.61,414$3.53M0.0%+1.4%0.010%
2/17/2025KKM Financial LLC18,969$1.09M0.5%+27.0%0.003%
2/17/2025Guardian Wealth Advisors LLC NC230,066$13.24M1.0%+6.6%0.039%
2/17/2025Global Assets Advisory LLC110,187$6.34M3.5%+2.0%0.019%
2/17/2025Gotham Asset Management LLC69,506$4.00M0.0%+23.9%0.012%
2/17/2025Greenline Partners LLC2,172$125K0.0%N/A0.000%
2/17/2025Focus Partners Wealth563,962$32.45M0.1%+45.2%0.096%
2/17/2025Fiduciary Trust Co11,540$664K0.0%-14.5%0.002%
2/17/2025Coastal Bridge Advisors LLC501,725$28.86M7.3%-4.1%0.085%
2/17/2025D. E. Shaw & Co. Inc.34,422$1.98M0.0%N/A0.006%
2/17/2025Dunhill Financial LLC3,312$191K0.1%+12.5%0.001%
2/17/2025Element Pointe Advisors LLC452,960$26.06M6.1%+0.8%0.077%
2/17/2025EPG Wealth Management LLC9,214$530K0.1%-11.7%0.002%
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2/17/2025EP Wealth Advisors LLC274,694$15.80M0.1%+5.2%0.047%
2/17/2025CoreCap Advisors LLC6,938$399K0.0%+19.1%0.001%
2/17/2025Cresset Asset Management LLC276,326$16.01M0.1%-1.2%0.047%
2/17/2025Cambridge Investment Research Advisors Inc.1,970,127$113.34M0.4%+1.2%0.336%
2/17/2025Cetera Investment Advisers3,624,250$208.50M0.4%-5.8%0.618%
2/17/2025BOKF NA380,212$21.70M0.4%+18.1%0.065%
2/17/2025Cahill Financial Advisors Inc.94,685$5.45M0.7%+14.1%0.016%
2/17/2025Captrust Financial Advisors221,032$12.72M0.0%+2.0%0.038%
2/17/2025Cardiff Park Advisors LLC17,871$1.03M0.1%+7.2%0.003%
2/17/2025Cary Street Partners Financial LLC930,590$53.54M1.7%N/A0.159%
(Data available from 1/1/2016 forward)

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JEPI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JEPI shares?

During the previous two years, 1,375 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 1,318 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 ($12.36M), JPMorgan Chase & Co. ($11.50M), Global Assets Advisory LLC ($6.21M), Raymond James Financial Inc. ($5.60M), Bank of America Corp DE ($4.34M), Envestnet Asset Management Inc. ($4.08M), and Morgan Stanley ($3.53M).

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

Institutional investors have bought a total of 170,663,648 shares in the last 24 months. This purchase volume represents approximately $9.55B in transactions.

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

Of the 627 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 ($809.93K), Requisite Capital Management LLC ($710.91K), 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 38,217,884 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 4/2/2025 by MarketBeat.com Staff
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