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JPMorgan Equity Premium Income ETF (JEPI) Institutional Ownership

JPMorgan Equity Premium Income ETF logo
$58.82 +0.43 (+0.74%)
(As of 12/24/2024 05:19 PM ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Number of
Institutional Buyers
(last 12 months)
859
Total
Institutional Inflows
(last 12 months)
$3.54B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
12/18/2024 IMS Capital Management7,423$442K0.2%-15.5%0.001%
12/16/2024 SMART Wealth LLC85,771$5.10M2.0%+12.5%0.015%
12/13/2024 B. Riley Wealth Advisors Inc.363,901$21.56M0.6%-4.9%0.062%
12/10/2024 Garden State Investment Advisory Services LLC101,794$6.06M1.8%+7.4%0.017%
12/2/2024 Capasso Planning Partners LLC8,662$515K0.2%+29.1%0.001%
11/27/2024 Franklin Resources Inc.1,017,028$60.73M0.0%-39.3%0.173%
11/25/2024 Synovus Financial Corp579,553$34.49M0.4%+25.4%0.099%
11/25/2024 Wilmington Savings Fund Society FSB12,045$717K0.0%N/A0.002%
11/25/2024 Sfmg LLC220,902$13.15M1.1%+2.9%0.038%
11/25/2024 World Investment Advisors LLC140,665$8.37M0.2%+48.1%0.024%
11/25/2024 Sanctuary Advisors LLC611,702$36.80M0.2%+9.3%0.104%
11/22/2024 Eaton 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%
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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%
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%
[PDF] The Opportunity in Gold (Ad)

Commodities expert, Geof Smith, insists that the supercycle on gold is just getting warmed up. In fact, even though gold looks like this since he initially called a major bull run 11 months ago… He’s still predicting it will be the TOP trade of 2025. His free eBook explains why You see, the last time gold launched into a supercycle like this it surged 536% The time before that was over 1,000%... That’s why Geof released this urgent guide to help you. Most people think they’ve missed out, but he thinks we’re at the very beginning of what could be the largest gold rally of our lifetimes. But, believe it or not, Geof doesn’t think you should just buy and hold precious metals. He’ll share more about his approach inside the eBook and it might surprise you.

Tap here to read it
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%
(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, 1,203 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 1,159 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 167,519,495 shares in the last 24 months. This purchase volume represents approximately $9.28B 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), Franklin Resources Inc. ($669.69K), Prime Capital Investment Advisors LLC ($652.51K), and Beaumont Financial Advisors LLC ($623.72K).

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

Institutional investors have sold a total of 33,903,705 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.


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This page (NYSEARCA:JEPI) was last updated on 12/25/2024 by MarketBeat.com Staff
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