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Who Owns JPMorgan Equity Premium Income ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in JPMorgan Equity Premium Income ETF.
Who crossed 5% of JEPI →Managers holding
68
as of 2026-09-30
Reported value
$231.8M
summed across filings
Shares held
4.1M
Added vs trimmed
34 / 24
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Hamilton Capital, LLCEQUITY PREMIUM1.5M shadded | $84.2M |
| Cooper Financial GroupEQUITY PREMIUM305.8K shtrimmed | $17.2M |
| Farther Finance Advisors, LLCETF302.5K shadded | $17M |
| Apella Capital, LLCEQUITY PREMIUM269.5K shtrimmed | $15.2M |
| EASTERN BANKEQUITY PREMIUM171.8K shadded | $9.7M |
| Capital Advisors Wealth Management, LLCEQUITY PREMIUM131.7K shadded | $7.4M |
| Investment Partners Asset Management, Inc.EQUITY PREMIUM117.5K shadded | $6.6M |
| Wealth Enhancement Trust Services, Inc.EQUITY PREMIUM113.1K sh— | $6.4M |
| Integrated Financial Solutions, Inc.EQUITY PREMIUM89.3K shadded | $5M |
| M.E. ALLISON & CO., INC.EQUITY PREMIUM76.5K shadded | $4.3M |
| ARMSTRONG ADVISORY GROUP, INCEQUITY PREMIUM76.3K shadded | $4.3M |
| CHAPIN DAVIS, INC.EQUITY PREMIUM62.1K shadded | $3.5M |
| FINANCIAL MANAGEMENT NETWORK INCEQUITY PREMIUM61.2K shadded | $3.4M |
| Avidian Wealth Enterprises, LLCEQUITY PREMIUM52.6K shadded | $3M |
| TITLEIST ASSET MANAGEMENT, LLCEQUITY PREMIUM50.9K shtrimmed | $2.9M |
| TrueWealth Advisors, LLCEQUITY PREMIUM48.9K shadded | $2.8M |
| CoreCap Advisors, LLCETF47.3K shadded | $2.7M |
| Worth Asset Management, LLCETF47.3K shadded | $2.7M |
| Legacy Private Trust Co.EQUITY PREMIUM46.3K shtrimmed | $2.6M |
| TOMPKINS FINANCIAL CORPEQUITY PREMIUM45.1K shadded | $2.5M |
| Whalen Wealth Management Inc.EQUITY PREMIUM39.4K shtrimmed | $2.2M |
| Galvin, Gaustad & Stein, LLCEQUITY PREMIUM37.1K shtrimmed | $2.1M |
| BOYUM WEALTH ARCHITECTS LLCEQUITY PREMIUM35.9K shtrimmed | $2M |
| Post Resch Tallon Group Inc.EQUITY PREMIUM30.4K shtrimmed | $1.7M |
| Sound Income Strategies, LLCEQUITY PREMIUM29.9K shtrimmed | $1.7M |
| First Heartland Consultants, Inc.EQ PREM INC ETF17.3K shtrimmed | $972.7K |
| WINEBRENNER CAPITAL MANAGEMENT LLCEQUITY PREMIUM17.2K shtrimmed | $966.7K |
| MRA Advisory GroupEQUITY PREMIUM16.3K shadded | $918.7K |
| GILPIN WEALTH MANAGEMENT, LLCEQUITY PREMIUM16.1K shtrimmed | $904.4K |
| Tactive Advisors, LLCEQUITY PREMIUM15.9K shtrimmed | $895.6K |
| Strong Retirement Solutions LLCEQUITY PREMIUM14.2K shadded | $799.6K |
| Ebert Capital Management Inc.EQUITY PREMIUM13.9K sh— | $783.6K |
| Sprinkle Financial Consultants LLCEQUITY PREMIUM13.8K sh— | $773.5K |
| Venture Visionary Partners LLCEQUITY PREMIUM13K shadded | $729K |
| Crumly & Associates Inc.EQUITY PREMIUM13K shadded | $728.9K |
| GAMMA Investing LLCETF11.9K shadded | $669.8K |
| JUNCTURE WEALTH STRATEGIES, LLCEQUITY PREMIUM11.7K shtrimmed | $657.8K |
| Taylor & Morgan Wealth Management, LLCEQUITY PREMIUM10.7K shtrimmed | $600.8K |
| Athena Wealth Management, LLCEQUITY PREMIUM10.6K shtrimmed | $593.9K |
| PARK NATIONAL CORP /OH/Com9.4K shtrimmed | $530.1K |
| Private Capital Advisors, Inc.ETF9.3K shadded | $522.4K |
| Castle Rock Wealth Management, LLCEQUITY PREMIUM9.2K shadded | $518.7K |
| Capital Planning LLCExchange Traded Fund9.2K shadded | $515.5K |
| Sincerus Advisory, LLCEQUITY PREMIUM8K shadded | $450.4K |
| ECLECTIC ASSOCIATES INC /ADVEQUITY PREMIUM7.9K shadded | $446.3K |
| Trust CoETF6.8K shtrimmed | $383.3K |
| Balefire, LLCEQUITY PREMIUM6.5K shadded | $365.8K |
| Sherry Group, Inc.PREMIUM INCOME ETF6.4K shadded | $359.2K |
| Prota Financial, LLCEQUITY PREMIUM6.3K shadded | $350.1K |
| LifeGoal Investments, LLCEQUITY PREMIUM5.9K shadded | $332.7K |
| Montz Harcus Wealth Management LLCEQUITY PREMIUM5.9K shadded | $330.8K |
| BOS Asset Management, LLCEQUITY PREMIUM5.8K shadded | $325.3K |
| Bank of New HampshireEQUITY PREMIUM5.4K shtrimmed | $301.1K |
| WALLER FINANCIAL PLANNING GROUP, INCEQUITY PREMIUM5.1K shheld | $288.7K |
| Hiley Hunt Wealth ManagementEQUITY PREMIUM5K shadded | $279.2K |
| Nautilus Advisors LLCEQUITY PREMIUM4.9K shtrimmed | $275.6K |
| Friday FinancialEQUITY PREMIUM4.6K shadded | $254.9K |
| KFA Private Wealth Group, LLCEQUITY PREMIUM4.5K shtrimmed | $250.2K |
| Kaizen Financial StrategiesEQUITY PREMIUM3.9K shtrimmed | $217.6K |
| Cadent Capital Advisors, LLCEQUITY PREMIUM3.8K shtrimmed | $213K |
| ELEVATION WEALTH PARTNERS, LLCEQUITY PREMIUM2.9K shadded | $162.6K |
| AMERICAN NATIONAL BANK & TRUSTEQUITY PREMIUM1K shheld | $56.2K |
| Pacifica Partners Inc.EQUITY PREMIUM1K shheld | $55.9K |
| Olistico Wealth, LLCETF626 sh— | $35.2K |
| GK Wealth Management LLCEQUITY PREMIUM284 sh— | $16K |
| Investors Research CorpEQUITY PREMIUM134 shheld | $7.5K |
| MJT & Associates Financial Advisory Group, Inc.ETF2 shheld | $62 |
| ATWOOD & PALMER INCCOM0 shtrimmed | $1 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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