Who Owns JEPI?
JPMorgan Equity Premium Income ETF — Institutional Ownership & 13F Holdings
$57.31
-0.28 (-0.48%)
Market Cap
$45.2B
Shares Outstanding
767,269,882
Institutional Holders
1,235
Total Inst. Value
$15.8B
% of Float Held
—
QoQ Holder Change
+668
Institutional data as of Q1 2025
New Positions
413
Closed Positions
77
Increased
489
Decreased
255
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.5B | 43,911,513 |
| 2 | BANK OF AMERICA CORP /DE/ | $1.9B | 32,681,222 |
| 3 | JPMORGAN CHASE & CO | $1.6B | 28,174,390 |
| 4 | WELLS FARGO & COMPANY/MN | $897.9M | 15,714,403 |
| 5 | UBS Group AG | $477.2M | 8,351,919 |
| 6 | ROYAL BANK OF CANADA | $463.9M | 8,119,139 |
| 7 | RAYMOND JAMES FINANCIAL INC | $367.7M | 6,435,593 |
| 8 | OSAIC HOLDINGS, INC. | $352.3M | 6,163,033 |
| 9 | Cetera Investment Advisers | $220.9M | 3,865,420 |
| 10 | HighTower Advisors, LLC | $213.0M | 3,728,338 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +2.4M | $2.5B |
| BANK OF AMERICA CORP /DE/ | +1.4M | $1.9B |
| JPMORGAN CHASE & CO | +7.4M | $1.6B |
| WELLS FARGO & COMPANY/MN | +1.2M | $897.9M |
| UBS Group AG | +683K | $477.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Eaton Financial Holdings Company, LLC | -723K | $14.3M |
| Jaffetilchin Investment Partners, LLC | -217K | $2.9M |
| Integrated Advisors Network LLC | -173K | $10.0M |
| Fragasso Financial Advisors Inc | -167K | $5.3M |
| Ocean Park Asset Management, LLC | -163K | $6.1M |
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Frequently Asked Questions
How many institutional investors hold JEPI?
As of Q1 2025, 1235 institutional investors report holding JEPI (JPMorgan Equity Premium Income ETF) in their 13F filings.
Which hedge fund owns the most JEPI?
The largest institutional holder of JEPI is MORGAN STANLEY with $2.5B in shares.
Are institutions buying or selling JEPI?
This quarter, 413 institutions opened new positions in JEPI and 77 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.