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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$59.41 +0.72 (+1.23%)
Closing price 02/28/2025 04:10 PM Eastern
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$59.46 +0.06 (+0.09%)
As of 02/28/2025 07:59 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)
1015
Total
Institutional Inflows
(last 12 months)
$4.08B
Number of
Institutional Sellers
(last 12 months)
470
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
2/28/2025Park Square Financial Group LLC700$40K0.0%N/A0.000%
2/27/2025 Skyline Advisors Inc.11,356$653K0.3%N/A0.002%
2/27/2025Jefferies Financial Group Inc.61,414$3.53M0.0%+1.4%0.009%
2/27/2025 XY Planning Network Inc.6,018$346K0.3%N/A0.001%
2/26/2025 LifeWealth Investments LLC41,112$2.37M1.6%N/A0.006%
2/25/2025 Heck Capital Advisors LLC1,100$63K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC6,912$398K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.340,393$19.72M0.6%-6.5%0.058%
2/25/2025 Armis Advisers LLC8,948$515K0.1%N/A0.002%
2/25/2025 Integrated Advisors Network LLC348,801$20.07M1.0%+29.8%0.059%
2/24/2025 Hall Capital Management Co. Inc.6,003$345K0.2%N/A0.001%
2/24/2025 Great Valley Advisor Group Inc.104,301$6.00M0.1%+85.2%0.018%
2/24/2025 Ameriflex Group Inc.45,057$2.66M1.2%N/A0.008%
2/24/2025 United Advisor Group LLC41,980$2.42M0.5%+53.5%0.007%
2/22/2025 American Trust87,298$5.02M0.4%N/A0.015%
2/21/2025 WNY Asset Management LLC216,206$12.44M1.5%-26.8%0.037%
2/21/2025 Aurdan Capital Management LLC12,460$717K0.3%N/A0.002%
2/20/2025 Forum Financial Management LP4,008$231K0.0%N/A0.001%
2/20/2025 Kingstone Capital Partners Texas LLC94,191$5.42M4.4%N/A0.016%
2/20/2025 Jupiter Wealth Management LLC16,250$935K0.5%-69.2%0.003%
2/19/2025 Formidable Asset Management LLC7,887$454K0.1%-4.4%0.001%
2/19/2025 Retirement Planning Group LLC NY124,291$7.17M7.9%N/A0.021%
2/18/2025 Wick Capital Partners LLC234,319$13.48M4.0%+15.8%0.040%
2/18/2025 Western Wealth Management LLC92,435$5.32M1.6%-1.1%0.016%
2/18/2025 Helium Advisors LLC42,276$2.43M1.9%N/A0.007%
2/18/2025 Sunbelt Securities Inc.31,790$1.84M0.2%+1.6%0.005%
2/18/2025 Vise Technologies Inc.30,158$1.74M0.1%+122.7%0.005%
2/18/2025 Retirement Planning Group LLC53,533$3.08M0.2%+15.2%0.009%
2/18/2025 JT Stratford LLC14,141$814K0.1%-28.9%0.002%
2/18/2025 Cornerstone Advisory LLC1,844,599$109.15M12.5%+6.7%0.314%
2/18/2025 Pacific Center for Financial Services668,909$38.48M9.9%+1.4%0.114%
2/18/2025 49 Wealth Management LLC140,357$8.08M1.2%-22.5%0.024%
2/18/2025 Novem Group22,749$1.31M0.2%N/A0.004%
2/18/2025 MidWestOne Financial Group Inc.115,572$6.65M0.9%+5.0%0.020%
2/18/2025 Elequin Capital LP1,150$66K0.0%N/A0.000%
2/18/2025 Focus Partners Advisor Solutions LLC150,161$8.64M0.1%+1,399.8%0.026%
2/18/2025 First Heartland Consultants Inc.24,131$1.39M0.1%-5.1%0.004%
2/18/2025 Continuum Advisory LLC86,778$4.99M0.6%+9.0%0.015%
2/18/2025 Note Advisors LLC23,416$1.35M1.2%N/A0.004%
2/18/2025 NCM Capital Management LLC125,241$7.21M3.2%+5.3%0.021%
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2/18/2025 Glen Eagle Advisors LLC2,861$165K0.0%+323.2%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC20,160$1.16M0.5%N/A0.003%
2/18/2025 Delta Investment Management LLC109,200$6.28M1.2%+12.7%0.019%
2/17/2025 Waverly Advisors LLC263,307$15.15M0.2%+6.0%0.045%
2/17/2025 Vermillion & White Wealth Management Group LLC974$56K0.0%-53.9%0.000%
2/17/2025 Vienna Asset Management LLC100,376$5.78M3.9%+5.4%0.017%
2/17/2025 Visionary Wealth Advisors245,382$14.12M0.8%+8.2%0.042%
2/17/2025 Vivaldi Capital Management LP10,755$638K0.1%N/A0.002%
2/17/2025 St. Clair Advisors LLC287,491$16.54M4.7%N/A0.049%
2/17/2025 TrinityPoint Wealth LLC104,380$6.01M0.8%+3.6%0.018%
2/17/2025 Strategic Wealth Partners Ltd.94,026$5.57M0.5%+10.5%0.016%
2/17/2025 Sentinus LLC7,900$454K0.1%+29.6%0.001%
2/17/2025 Snowden Capital Advisors LLC129,967$7.53M0.2%+6.5%0.022%
2/17/2025 Shepherd Kaplan Krochuk LLC57,270$3.30M2.8%+22.2%0.010%
2/17/2025 Royal Bank of Canada7,346,281$422.63M0.1%+10.8%1.252%
2/17/2025 Quadcap Wealth Management LLC11,948$687K0.1%+19.0%0.002%
2/17/2025 Morse Asset Management Inc11,062$636K0.1%-17.0%0.002%
2/17/2025 Napa Wealth Management12,347$710K0.3%+213.0%0.002%
2/17/2025 MJP Associates Inc. ADV115,703$6.66M1.2%+14.9%0.020%
2/17/2025 Laraway Financial Advisors Inc6,875$396K0.3%+3.8%0.001%
2/17/2025 Investor 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%
2/17/2025 KKM Financial LLC18,969$1.09M0.5%+27.0%0.003%
2/17/2025 Guardian Wealth Advisors LLC NC230,066$13.24M1.0%+6.6%0.039%
2/17/2025 Global Assets Advisory LLC110,187$6.34M3.5%+2.0%0.019%
2/17/2025 Gotham Asset Management LLC69,506$4.00M0.0%+23.9%0.012%
2/17/2025 Greenline Partners LLC2,172$125K0.0%N/A0.000%
2/17/2025 Focus Partners Wealth563,962$32.45M0.1%+45.2%0.096%
2/17/2025 Fiduciary Trust Co11,540$664K0.0%-14.5%0.002%
2/17/2025 Coastal Bridge Advisors LLC501,725$28.86M7.3%-4.1%0.085%
2/17/2025 D. E. Shaw & Co. Inc.34,422$1.98M0.0%N/A0.006%
2/17/2025 Dunhill Financial LLC3,312$191K0.1%+12.5%0.001%
2/17/2025 Element Pointe Advisors LLC452,960$26.06M6.1%+0.8%0.077%
2/17/2025 EPG Wealth Management LLC9,214$530K0.1%-11.7%0.002%
2/17/2025 EP Wealth Advisors LLC274,694$15.80M0.1%+5.2%0.047%
2/17/2025 CoreCap Advisors LLC6,938$399K0.0%+19.1%0.001%
2/17/2025 Cresset Asset Management LLC276,326$16.01M0.1%-1.2%0.047%
2/17/2025 Cambridge Investment Research Advisors Inc.1,970,127$113.34M0.4%+1.2%0.336%
2/17/2025 Cetera Investment Advisers3,624,250$208.50M0.4%-5.8%0.618%
2/17/2025 BOKF NA380,212$21.70M0.4%+18.1%0.065%
2/17/2025 Cahill Financial Advisors Inc.94,685$5.45M0.7%+14.1%0.016%
2/17/2025 Captrust Financial Advisors221,032$12.72M0.0%+2.0%0.038%
2/17/2025 Cardiff Park Advisors LLC17,871$1.03M0.1%+7.2%0.003%
2/17/2025 Cary Street Partners Financial LLC930,590$53.54M1.7%N/A0.159%
2/17/2025 Chapman Financial Group LLC9,703$558K0.4%N/A0.002%
2/17/2025 Brown Wealth Management LLC3,550$204K0.1%N/A0.001%
2/17/2025 Baird Financial Group Inc.1,213,021$69.79M0.1%+8.8%0.207%
2/17/2025 Baker Avenue Asset Management LP154,407$8.88M0.3%+2.7%0.026%
2/17/2025 Beck Bode LLC18,109$1.04M0.2%-27.6%0.003%
2/17/2025 Bank of America Corp DE31,254,116$1.80B0.2%+1.6%5.326%
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2/17/2025 Benjamin Edwards Inc.86,466$4.97M0.1%+75.6%0.015%
2/17/2025 Ameriprise Financial Inc.40,324$2.32M0.0%-4.4%0.007%
2/17/2025 Alteri Wealth LLC5,722$329K0.1%N/A0.001%
2/17/2025 Ancora Advisors LLC40,081$2.31M0.1%-3.0%0.007%
2/17/2025 Aptus Capital Advisors LLC502,733$29.02M0.3%+10.7%0.086%
2/17/2025 Arrowroot Family Office LLC15,676$902K0.5%+9.6%0.003%
2/17/2025 AlTi Global Inc.10,246$596K0.0%+64.0%0.002%
2/17/2025 4WEALTH Advisors Inc.62,551$3.60M3.6%N/A0.011%
2/14/2025 Blue Rock Wealth Management LLC38,476$2.21M2.3%N/A0.007%
2/14/2025 Mercer Global Advisors Inc. ADV235,052$13.52M0.0%-4.3%0.040%
(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, 1,369 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 1,313 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 170,953,167 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 625 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 38,208,836 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 3/1/2025 by MarketBeat.com Staff
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