JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2025 (June 30)1,287holders +19
95new positions
75sold out
5famous investors
$56.87avg. 13F price*
At the end of Q2 2025, 1,287 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 19 from Q1 2025. 95 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($2.6B), Bank of America Corp. ($1.9B) and Wells Fargo & Company ($934.3M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $647.3M |
| Exits | 75 | $137.1M |
All 13F filers, Q1 2025 → Q2 2025: 33,532,598 shares bought and 28,146,673 shares sold, net +5,385,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,287 holders
| Morgan Stanley | 0.17% | Add +4.4% | 45,833,158 | $2.6B |
| Bank of America Corp. | 0.15% | Add +2.1% | 33,372,182 | $1.9B |
| Wells Fargo & Company | 0.21% | Add +4.6% | 16,434,182 | $934.3M |
| JPMorgan Chase & Co. | 0.05% | Reduce -52.4% | 13,404,643 | $762.1M |
| Envestnet Asset Management Inc. | 0.15% | Add +17.4% | 8,939,325 | $508.2M |
| UBS Group AG | 0.10% | Add +1.4% | 8,465,945 | $481.3M |
| Royal Bank of Canada | 0.09% | Add +1.8% | 8,267,547 | $470.0M |
| Raymond James Financial Inc. | 0.14% | Add +9.9% | 7,072,179 | $402.1M |
| Nationwide Fund Advisors | 22.22% | New | 6,983,251 | $397.0M |
| Osaic Holdings, Inc. | 0.63% | Add +1.4% | 6,248,359 | $355.3M |
| Commonwealth Equity Services, LLC | 0.38% | Add +3.9% | 5,091,909 | $289.5M |
| LPL Financial LLC | 0.07% | Add +56.3% | 3,914,423 | $222.5M |
| Cetera Investment Advisers | 0.35% | Reduce -4.4% | 3,694,868 | $210.1M |
| CIBC Private Wealth Group LLC | 0.34% | Reduce -1.6% | 3,371,709 | $191.7M |
| MML Investors Services, LLC | 0.55% | Add +5.0% | 3,357,833 | $190.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -14.6% | 3,184,738 | $181.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +1.0% | 3,064,828 | $174.2M |
| Stifel Financial Corp. | 0.16% | Add +18.2% | 2,921,110 | $166.1M |
| RiverFront Investment Group, LLC | 3.22% | Add +42.1% | 2,903,847 | $165.1M |
| Janney Montgomery Scott LLC | 0.39% | Add +5.0% | 2,600,663 | $147.8M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -2.4% | 1,994,661 | $113.4M |
| Cornerstone Advisory, LLC | 11.98% | Add +1.9% | 1,962,031 | $111.5M |
| Cwm, LLC | 0.39% | Add +1.1% | 1,960,370 | $111.4M |
| Confluence Wealth Services, Inc. | 5.75% | Add +4.9% | 1,854,052 | $105.4M |
| Kestra Advisory Services, LLC | 0.50% | Add +19.6% | 1,785,759 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Add +191.5% | 1,708,349 | $97.1M |
| Rockefeller Capital Management L.P. | 0.19% | Add +7.0% | 1,539,797 | $87.5M |
| Enstar Group LTD | 32.19% | No change | 1,539,025 | $87.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -10.7% | 1,527,917 | $87.0M |
| Franklin Resources Inc. | 0.02% | Add +33.7% | 1,486,279 | $84.5M |
| FAS Wealth Partners, Inc. | 6.22% | Add +4.5% | 1,479,587 | $84.1M |
| Jones Financial Companies LLLP | 0.06% | Add +116.3% | 1,446,109 | $81.9M |
| First Foundation Advisors | 3.02% | Reduce -4.8% | 1,430,764 | $81.3M |
| Clearstead Advisors, LLC | 1.14% | Reduce -4.1% | 1,426,900 | $81.1M |
| Baird Financial Group, Inc. | 0.14% | Add +9.4% | 1,383,274 | $78.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.8% | 1,326,813 | $75.4M |
| Hamilton Capital, LLC | 3.98% | New | 1,273,052 | $72.4M |
| Avantax Advisory Services, Inc. | 0.38% | Add +2.2% | 1,219,339 | $69.3M |
| Allworth Financial LP | 0.31% | Add +1.4% | 1,143,928 | $65.0M |
| Capital Advisors Inc. | 1.07% | Add +1.8% | 1,044,641 | $59.4M |
| Truist Financial Corp. | 0.08% | Add +12.9% | 1,007,194 | $57.3M |
| Cary Street Partners Financial LLC | 1.57% | Add +3.2% | 981,921 | $55.8M |
| Atlantic Union Bankshares Corp | 1.24% | Add +602.3% | 956,167 | $54.4M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +8.1% | 938,488 | $53.4M |
| Teamwork Financial Advisors, LLC | 6.33% | Add +20.5% | 907,939 | $51.6M |
| Apollon Wealth Management, LLC | 0.96% | Reduce -14.3% | 853,671 | $48.5M |
| Brookstone Capital Management | 0.62% | Add +4.3% | 828,514 | $47.1M |
| Prosperity Consulting Group, LLC | 3.38% | Add +6.7% | 815,079 | $46.3M |
| Focus Partners Wealth | 0.10% | Add +6.8% | 780,603 | $44.4M |
| Sanctuary Advisors, LLC | 0.26% | Add +13.8% | 742,140 | $42.2M |
| Lebenthal Global Advisors, LLC | 7.82% | Add +16.6% | 736,457 | $41.9M |
| &partners | 0.32% | Add +21.7% | 734,258 | $41.8M |
| Hilton Capital Management, LLC | 3.33% | Add +38.9% | 734,824 | $41.8M |
| HUB Investment Partners, LLC | 1.37% | Add +2.3% | 688,315 | $39.1M |
| Pinnacle Associates Ltd. | 0.56% | Add +0.8% | 683,775 | $38.9M |
| Kathmere Capital Management, LLC | 2.89% | Add +4.2% | 660,516 | $37.6M |
| Traynor Capital Management, Inc. | 2.66% | Add +414.2% | 659,678 | $37.5M |
| Oakworth Capital, Inc. | 2.39% | Add +0.3% | 652,489 | $37.1M |
| Synovus Financial Corp. | 0.45% | Add +4.3% | 650,275 | $37.0M |
| Savant Capital, LLC | 0.26% | Add +3280.3% | 647,734 | $36.8M |
| Melia Wealth LLC | 17.57% | Add +5.5% | 645,241 | $36.7M |
| Capital Investment Advisors, LLC | 0.64% | Reduce -4.5% | 622,300 | $36.0M |
| Coastal Bridge Advisors, LLC | 2.98% | Reduce -0.1% | 630,278 | $35.8M |
| Nottingham Advisors, Inc. | 5.23% | Add +0.3% | 620,233 | $35.3M |
| Kestra Private Wealth Services, LLC | 0.51% | Add +10.1% | 617,957 | $35.1M |
| Stephens Inc. | 0.48% | Add +4.1% | 613,496 | $34.9M |
| Principal Securities, Inc. | 0.60% | Add +40.5% | 560,284 | $31.9M |
| WNY Asset Management, LLC | 3.47% | Add +65.0% | 554,079 | $31.5M |
| NewEdge Advisors, LLC | 0.16% | Add +110.9% | 551,136 | $31.3M |
| Prospera Financial Services Inc | 0.58% | Add +6.8% | 543,695 | $30.9M |
| First Financial Bank - Trust Division | 2.64% | New | 528,608 | $30.1M |
| HBW Advisory Services LLC | 3.68% | Reduce -4.3% | 524,375 | $29.8M |
| Stratos Investment Management, LLC | 1.36% | Add +17.8% | 524,030 | $29.8M |
| J.W. Cole Advisors, Inc. | 0.63% | Add +52.2% | 522,454 | $29.7M |
| Rational Advisors, Inc. | 3.03% | Add +0.5% | 514,292 | $29.2M |
| Aptus Capital Advisors, LLC | 0.29% | Reduce -1.9% | 513,453 | $29.2M |
| Atria Wealth Solutions, Inc. | 0.65% | Reduce -62.7% | 507,452 | $28.9M |
| Cornerstone Enterprises, LLC | 15.26% | Add +11.7% | 498,682 | $28.4M |
| Horizon Advisory Services, Inc. | 14.49% | Add +2.0% | 473,982 | $26.9M |
| Bouchey Financial Group, Ltd. | 2.19% | Add +2.3% | 463,019 | $26.3M |
| Bokf, NA | 0.41% | Add +6.1% | 445,175 | $25.3M |
| MAI Capital Management | 0.17% | Add +1.8% | 438,744 | $24.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -2.3% | 429,983 | $24.4M |
| Integrated Wealth Concepts LLC | 0.24% | Add +3.0% | 425,129 | $24.2M |
| Mariner, LLC | 0.03% | Reduce -1.1% | 422,105 | $24.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.50% | New | 415,000 | $23.6M |
| Lee Johnson Capital Management, LLC | 8.10% | Add +34.7% | 414,243 | $23.5M |
| Wagner Wealth Management, LLC | 5.34% | Add +7.0% | 411,797 | $23.4M |
| Cooper Financial Group | 2.73% | Add +12.9% | 407,614 | $23.2M |
| Midwest Trust Co | 0.32% | — | 404,894 | $23.0M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +11.4% | 402,982 | $22.9M |
| Patten & Patten Inc. | 1.45% | Reduce -7.1% | 394,432 | $22.4M |
| Advance Capital Management, Inc. | 1.01% | Add +5.2% | 392,016 | $22.3M |
| DAVENPORT & Co LLC | 0.12% | Add +15.7% | 390,727 | $22.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.83% | Add +1.5% | 387,766 | $22.0M |
| SK Wealth Management, LLC | 9.34% | Add +3.0% | 378,881 | $21.5M |
| Waverly Advisors, LLC | 0.24% | Add +4.0% | 378,855 | $21.5M |
| Orrstown Financial Services Inc. | 4.51% | Add +4.0% | 376,972 | $21.4M |
| TigerOak Management, L.L.C. | 7.24% | Reduce -0.2% | 371,747 | $21.1M |
| Comerica Bank | 0.08% | Add +2.5% | 369,693 | $21.0M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.