Free Trial
→ This Bull Market Indicator called NVDA at $116 (From WealthPress) (Ad) Free JEPI Stock Alerts

JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$60.16 +0.25 (+0.42%)
(As of 11/22/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
857
Total
Institutional Inflows
(last 12 months)
$3.53B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$1.09B
Get JEPI Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Equity Premium Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

JEPI Institutional Buying and Selling by Quarter

JPMorgan Equity Premium Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/22/2024Eaton Financial Holdings Company LLC860,396$51.20M20.8%N/A0.147%
11/20/2024 Morse Asset Management Inc13,323$793K0.2%+16.4%0.002%
11/20/2024 Advisory Resource Group192,693$11.47M2.4%-0.9%0.033%
11/18/2024 Soltis Investment Advisors LLC4,262$254K0.0%N/A0.001%
11/18/2024 Main Line Retirement Advisors LLC21,921$1.31M0.9%-2.8%0.004%
11/18/2024 TD Private Client Wealth LLC1,718$102K0.0%-29.1%0.000%
11/18/2024 Arete Wealth Advisors LLC73,652$4.37M0.4%-18.4%0.013%
11/18/2024 Asset Allocation Strategies LLC16,654$991K0.3%+20.4%0.003%
11/18/2024 Sunbelt Securities Inc.31,280$1.86M0.2%-5.0%0.005%
11/18/2024 Empire Financial Management Company LLC35,245$2.10M0.6%+2.5%0.006%
11/18/2024 Brown Financial Advisors61,007$3.63M1.5%+6.0%0.010%
11/18/2024 Coldstream Capital Management Inc.20,267$1.21M0.0%+10.5%0.003%
11/18/2024 FRG Family Wealth Advisors LLC87,421$5.20M0.9%+5.8%0.015%
11/15/2024 MidWestOne Financial Group Inc.110,089$6.55M0.9%+6.3%0.019%
11/15/2024 Executive Wealth Management LLC100,066$5.96M0.5%+9.0%0.017%
11/15/2024 Continuum Advisory LLC79,641$4.76M0.6%+31.8%0.014%
11/15/2024 LRI Investments LLC21,705$1.30M0.1%+2.5%0.004%
11/15/2024 MML Investors Services LLC2,610,159$155.33M0.6%+16.9%0.445%
11/15/2024 Laraway Financial Advisors Inc6,625$394K0.3%+43.4%0.001%
11/15/2024 Pacific Center for Financial Services659,861$39.27M10.3%+1.3%0.112%
11/15/2024 Legacy Investment Solutions LLC1,593$96K0.1%N/A0.000%
11/15/2024 MCIA Inc162,744$9.76M2.2%+35.4%0.028%
11/15/2024 Orion Portfolio Solutions LLC160,360$9.54M0.2%-3.8%0.027%
11/15/2024 World Investment Advisors LLC806,099$47.97M0.3%+748.5%0.137%
11/15/2024 Zega Financial LLC32,277$1.92M0.3%-7.7%0.006%
11/15/2024 National Bank of Canada FI1,319$78K0.0%+60.9%0.000%
11/15/2024 Glen Eagle Advisors LLC676$40K0.0%-56.4%0.000%
11/15/2024 EP Wealth Advisors LLC261,230$15.55M0.1%+239.9%0.045%
11/15/2024 Insigneo Advisory Services LLC81,186$4.83M0.5%-47.1%0.014%
11/15/2024 Kovitz Investment Group Partners LLC134,414$7.95M0.1%+2,380.9%0.023%
11/15/2024 Vienna Asset Management LLC95,196$5.67M4.2%-21.7%0.016%
11/15/2024 Stifel Financial Corp2,088,400$124.28M0.1%+7.0%0.356%
11/15/2024 Menard Financial Group LLC17,925$1.07M0.7%-1.9%0.003%
11/15/2024 Morse Asset Management Inc13,626$811K0.2%+19.1%0.002%
11/15/2024 HighTower Advisors LLC3,573,526$212.64M0.3%+2.4%0.609%
11/15/2024 Hilltop Holdings Inc.72,367$4.31M0.3%+31.9%0.012%
11/15/2024 Garden State Investment Advisory Services LLC101,914$6.07M1.7%+7.5%0.017%
11/15/2024 Community Bank N.A.158,939$9.46M1.2%+2.7%0.027%
11/15/2024 Arrowroot Family Office LLC14,297$851K0.5%+11.2%0.002%
11/15/2024 Benjamin Edwards Inc.49,239$2.93M0.0%N/A0.008%
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)

Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…

>> YES! Send Me My FREE Gold Guide!
11/15/2024 Kestra Investment Management LLC10,642$633K0.0%N/A0.002%
11/15/2024 Lavaca Capital LLC10,900$649K0.3%N/A0.002%
11/15/2024 B&L Asset Management LLC8,799$524K0.3%N/A0.001%
11/14/2024 Plotkin Financial Advisors LLC31,206$1.86M1.1%N/A0.005%
11/14/2024 Tradition Wealth Management LLC295,388$17.58M1.6%+2.1%0.050%
11/14/2024 Encompass More Asset Management4,393$261K0.1%N/A0.001%
11/14/2024 NCM Capital Management LLC118,919$7.08M3.4%+3.6%0.020%
11/14/2024 Captrust Financial Advisors216,745$12.90M0.0%+3.3%0.037%
11/14/2024 Atlantic Union Bankshares Corp136,337$8.11M0.5%-79.1%0.023%
11/14/2024 Rockefeller Capital Management L.P.1,368,547$81.43M0.2%-12.3%0.233%
11/14/2024 Financial Counselors Inc.224,238$13.34M0.2%+13.6%0.038%
11/14/2024 Fiduciary Trust Co13,501$803K0.0%+44.7%0.002%
11/14/2024 WFA of San Diego LLC8,904$530K0.4%-6.7%0.002%
11/14/2024 RPg Family Wealth Advisory LLC52,993$3.15M0.9%+6.4%0.009%
11/14/2024 CreativeOne Wealth LLC210,822$12.55M0.4%+37.1%0.036%
11/13/2024 Townsquare Capital LLC12,124$721K0.0%+59.0%0.002%
11/13/2024 Cadence Bank97,580$5.81M0.4%+11.8%0.017%
11/13/2024 Shum Financial Group Inc.8,383$500K0.4%N/A0.001%
11/13/2024 Avestar Capital LLC49,590$2.95M0.3%-14.9%0.008%
11/13/2024 D.A. Davidson & CO.159,743$9.51M0.1%+7.0%0.027%
11/13/2024 Summit Financial Wealth Advisors LLC71,460$4.25M0.8%+33.7%0.012%
11/13/2024 Bank of Montreal Can47,931$2.85M0.0%+14.5%0.008%
11/13/2024 Acorn Wealth Advisors LLC47,281$2.81M1.2%+3.7%0.008%
11/13/2024 Hancock Whitney Corp4,266$254K0.0%N/A0.001%
11/13/2024 Independent Advisor Alliance14,563$867K0.0%+4.8%0.002%
11/13/2024 Prosperity Financial Group Inc.43,152$2.57M1.4%+2.4%0.007%
11/13/2024Fisher Asset Management LLC3,655$218K0.0%-33.9%0.001%
11/12/2024 Cahill Financial Advisors Inc.83,014$4.94M0.7%+10.0%0.014%
11/12/2024 SevenBridge Financial Group LLC72,470$4.35M0.8%+1.7%0.012%
11/12/2024 Centaurus Financial Inc.78,429$4.67M0.3%-5.1%0.013%
11/12/2024 Wealth Dimensions Group Ltd.24,288$1.45M0.4%+2.1%0.004%
11/12/2024 Crewe Advisors LLC29,218$1.74M0.2%-1.2%0.005%
11/12/2024Larson Financial Group LLC91,359$5.44M0.3%+432.5%0.016%
11/12/2024 StoneX Group Inc.12,598$750K0.1%+10.2%0.002%
11/12/2024 Lane & Associates LLC4,129$246K0.1%N/A0.001%
11/12/2024 Kingsview Wealth Management LLC194,976$11.60M0.2%-20.0%0.033%
11/12/2024 Cerity Partners LLC123,972$7.38M0.0%-18.6%0.021%
11/12/2024 M Holdings Securities Inc.40,689$2.42M0.6%-3.1%0.007%
11/12/2024 Great Valley Advisor Group Inc.56,330$3.35M0.1%+19.2%0.010%
11/12/2024 Flagstar Advisors Inc.49,289$2.93M0.7%+19.6%0.008%
11/12/2024 Meridian Wealth Management LLC17,196$1.02M0.1%-5.7%0.003%
11/12/2024 Allen Capital Group LLC192,237$11.44M1.4%+28.1%0.033%
11/12/2024 Citigroup Inc.147,827$8.80M0.0%+51.8%0.025%
11/12/2024 Concorde Asset Management LLC4,765$284K0.2%N/A0.001%
11/12/2024 Darden Wealth Group Inc12,800$762K0.5%+39.9%0.002%
11/12/2024 49 Wealth Management LLC181,149$10.78M1.8%-73.3%0.031%
11/12/2024 Activest Wealth Management10,887$648K0.2%-23.7%0.002%
11/12/2024 L & S Advisors Inc13,257$789K0.1%+2.7%0.002%
11/12/2024 Integrated Investment Consultants LLC51,408$3.06M0.1%N/A0.009%
11/12/2024 Running Point Capital Advisors LLC638$38K0.0%+131.2%0.000%
“This Changes Everything” - Trump Hands Millions Massive IRS Gift (Ad)

Now it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…

>> YES! Send Me My FREE Gold Guide!
11/9/2024 LPL Financial LLC1,900,243$113.08M0.1%+28.0%0.324%
11/9/2024 Tradewinds LLC.11,364$676K0.2%+11.8%0.002%
11/9/2024 STAR Financial Bank9,798$583K0.4%-70.8%0.002%
11/8/2024 Steele Capital Management Inc.331,562$19.73M1.0%+2.1%0.057%
11/8/2024 Citizens Financial Group Inc. RI22,206$1.32M0.0%-5.7%0.004%
11/8/2024 EverSource Wealth Advisors LLC109,258$6.50M0.4%+2.9%0.019%
11/8/2024 Moors & Cabot Inc.105,693$6.29M0.3%-1.7%0.018%
11/8/2024 Etfidea LLC32,651$1.94M0.6%-11.8%0.006%
11/8/2024 First Horizon Advisors Inc.1,841$110K0.0%+257.5%0.000%
11/8/2024 Hilton Capital Management LLC4,805$286K0.0%N/A0.001%
(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, 1,200 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. ($1.27B), 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 1,156 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 ($12.17M), Bank of America Corp DE ($8.72M), JPMorgan Chase & Co. ($8.12M), 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 167,391,802 shares in the last 24 months. This purchase volume represents approximately $9.27B in transactions.

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

Of the 554 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), Compass Ion Advisors LLC ($1.01M), Gradient Investments LLC ($930.70K), Requisite Capital Management LLC ($771.27K), Prime Capital Investment Advisors LLC ($652.51K), Beaumont Financial Advisors LLC ($623.72K), 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 33,227,397 shares in the last 24 months. This volume of shares sold represents approximately $1.86B in transactions.


Related Companies

This page (NYSEARCA:JEPI) was last updated on 11/24/2024 by MarketBeat.com Staff
From Our Partners
New post-election stock warning from Wall Street
If you’re holding U.S. stocks, it may be time to brace for impact. The S&P 500 crossed 6,000 for the first ...
Chaikin Analytics | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
[625,000% Gain] – Are You Ready for the Next Altcoin Boom?
All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you k...
Crypto Swap Profits | Sponsored
[Urgent] Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it a...
Paradigm Press | Sponsored
Popular Stocks at Risk Under Trump—Are You Holding These?
The Stocks Most At-Risk from Trump’s Victory Free e-book reveals sectors – and stocks within them – likely ...
StockEarnings | Sponsored
Are Your Retirement Savings Really Safe?What They Don’t Want You to Know About Your 401(k)
The 2008-2010 crisis wiped out almost 50% of the value of retirement funds. If you knew it was coming, wouldn'...
American Hartford Gold | Sponsored
Donald Trump can’t save you from this crisis
Elon Musk: “This Is The Most Destructive Force In History” Elon Musk claims a terrifying new economic force...
Wide Moat Research | Sponsored
The Biggest Post-Election Market Shift Ever?
Our No. 1 stock for the rare "millionaire window" opening NOW According to Wall Street legend Whitney Tilso...
Stansberry Research | Sponsored