As of 30 Sep 2025, 1,272 institutional investors reported holding 311,961,870 shares of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,291,644 | $704,768,536 | -$35,939,856 | $57.24 | 154 |
| 2025 Q3 | 311,961,870 | $17,810,821,937 | -$154,182,517 | $57.10 | 1,272 |
| 2025 Q2 | 317,843,847 | $18,068,936,521 | +$311,582,323 | $56.85 | 1,270 |
| 2025 Q1 | 313,429,673 | $17,869,334,035 | +$1,329,865,048 | $57.14 | 1,242 |
| 2024 Q4 | 289,498,183 | $16,675,592,288 | +$708,917,136 | $57.53 | 1,227 |
| 2024 Q3 | 272,935,719 | $16,238,537,560 | +$541,409,494 | $59.51 | 1,091 |
| 2024 Q2 | 262,729,107 | $14,889,765,988 | +$164,250,166 | $56.68 | 1,061 |
| 2024 Q1 | 261,475,995 | $15,118,509,276 | +$728,685,797 | $57.86 | 1,036 |
| 2023 Q4 | 1,214,689 | $66,572,550 | -$3,374,174 | $54.98 | 18 |
| 2023 Q3 | 237,584,819 | $12,719,708,459 | +$904,134,969 | $53.56 | 864 |
| 2023 Q2 | 223,012,416 | $12,337,937,072 | +$1,417,142,265 | $55.33 | 832 |
| 2023 Q1 | 196,387,457 | $10,733,631,726 | +$2,229,573,608 | $54.60 | 732 |
| 2022 Q4 | 154,528,636 | $8,421,972,455 | +$1,871,170,994 | $54.49 | 629 |
| 2022 Q3 | 117,594,071 | $6,027,167,330 | +$1,369,450,664 | $51.23 | 513 |
| 2022 Q2 | 90,811,137 | $5,035,437,238 | +$1,473,016,085 | $55.45 | 447 |
| 2022 Q1 | 62,257,907 | $3,819,362,021 | +$747,294,485 | $61.40 | 385 |
| 2021 Q4 | 50,485,350 | $3,189,633,568 | +$1,240,942,975 | $63.19 | 328 |
| 2021 Q3 | 30,304,432 | $1,811,934,227 | +$796,607,357 | $59.61 | 236 |
| 2021 Q2 | 16,962,494 | $1,027,112,890 | +$465,044,100 | $60.57 | 155 |
| 2021 Q1 | 9,291,862 | $540,031,196 | +$424,825,065 | $58.12 | 92 |
| 2020 Q4 | 1,837,577 | $102,645,000 | +$35,235,726 | $55.75 | 39 |
| 2020 Q3 | 1,059,421 | $56,419,000 | +$35,651,994 | $53.33 | 22 |
| 2020 Q2 | 391,034 | $19,916,000 | +$19,906,004 | $50.88 | 8 |