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JEPI · JPMorgan Equity Premium Income ETF ETF

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$57.22 -0.21 (-0.37%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $82,948,897
Total Shares: 1,468,642

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
69.5%
Jun 2022 → Jun 2026 · range 13.0% – 100.0%
+0.9 pts
Top 5
100.0%
Jun 2022 → Jun 2026 · range 42.4% – 100.0%
−0.0 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 51.4% – 100.0%
0.0 pts
HHI
5,324
Jun 2022 → Jun 2026 · range 472 – 10,000
Highly concentrated−316

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
1
Decreased
0
Sold Out
1
Unchanged
2
Holder count: +3
Institutional value: +1779.1%
Shares held: +1785.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +10,075 34,008

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 1,020,047 $57,612,254
TOBIAS FINANCIAL ADVISORS, INC. 310,180 $17,518,966
Corient Private Wealth LLC 102,642 $5,797,220
BROWN, LISLE/CUMMINGS, INC. 1,184 $66,872

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Dakota Wealth Management 53,365 $3,024,728
Filter: New 4 Increased 1 Reduced 0 Sold out 1 Unchanged 2
Showing 9 of 9
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC JEPI $46,031,200 55.49% 815,000
TOBIAS FINANCIAL ADVISORS, INC. JEPI $17,518,966 21.12% 310,180
CITADEL ADVISORS LLC JEPI $10,426,208 12.57% 184,600
Corient Private Wealth LLC JEPI $5,797,220 6.99% 102,642
TUCKER ASSET MANAGEMENT LLC JEPI $1,920,771 2.32% 34,008
CITADEL ADVISORS LLC JEPI $1,154,846 1.39% 20,447
BROWN, LISLE/CUMMINGS, INC. JEPI $66,872 0.08% 1,184
Cornerstone Financial Management LLC JEPI $22,592 0.03% 400
Principia Wealth Advisory, LLC JEPI $10,222 0.01% 181