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Public ownership evidence

JPMorgan Equity Premium Income ETF (JEPI) Ownership Disclosures

Read JEPI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29400$22,592None
Cornerstone Financial Management LLC2026-03-312026-08-29400$22,672None
Cornerstone Financial Management LLC2025-12-312026-08-29400$22,896None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29319,997$18,284,651None
Corient Private Wealth LP2026-06-302026-08-28102,642$5,797,261None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2834,008$1,920,749None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2823,933$1,356,528None
Legacy Edge Advisors, LLC2025-09-302026-08-27239,153$13,655,662None
Principia Wealth Advisory, LLC2026-06-302026-08-27181$10,223None
Principia Wealth Advisory, LLC2026-03-312026-08-27181$10,259None
Advisors Asset Management, Inc.2023-09-302026-08-27350$18,746None
Advisors Asset Management, Inc.2023-12-312026-08-27350$19,243None
Dakota Wealth Management2025-09-302026-08-2716,892$964,534None
Dakota Wealth Management2025-12-312026-08-2757,799$3,308,406None
Dakota Wealth Management2026-03-312026-08-2753,365$3,024,715None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26310,180$17,518,979None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2212,844$725,441None
Rehmann Capital Advisory Group2026-06-302026-08-214,955$279,901None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2141,640$2,351,817None
Kingsview Wealth Management, LLC2026-06-302026-08-20247,393$13,972,773None
Prosperitas Financial LLC2026-06-302026-08-2028,674$1,619,505None
Prosperitas Financial LLC2026-06-302026-08-2017$960None
Archer Investment Corp2026-06-302026-08-2053,453$3,019,020None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,069$399,257None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20371,380$20,975,558None
Beacon Pointe Advisors, LLC2026-06-302026-08-19917,272$51,807,541None
Capasso Planning Partners LLC2026-06-302026-08-1920,129$1,136,908None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-198,276$467,454None
Rakuten Investment Management, Inc.2026-06-302026-08-19251,534$14,196,578None
Jacobs Equity LLC2026-06-302026-08-1822,450$1,267,976None
Legacy Edge Advisors, LLC2025-06-302026-08-18214,456$12,191,812None
Legacy Edge Advisors, LLC2025-03-312026-08-18180,225$10,298,059None
Strive Financial Group ,LLC2026-06-302026-08-183,597$203,146None
WNY Asset Management, LLC2026-06-302026-08-1862,509$3,530,498None
Coastal Bridge Advisors, LLC2026-06-302026-08-18603,065$34,061,116None
Comprehensive Money Management Services LLC2026-06-302026-08-186,788$383,386None
Caitlin John, LLC2026-06-302026-08-182,190$123,681None
Caitlin John, LLC2026-06-302026-08-182,100$118,608None
Melia Wealth LLC2026-06-302026-08-18404,606$22,852,156None
Corient Private Wealth LP2026-06-302026-08-18112,230$6,338,702None
Asset Allocation Strategies LLC2026-06-302026-08-1895,438$5,390,359None
Hamilton Capital, LLC2026-06-302026-08-181,458,926$82,400,122None
Pure Financial Advisors, LLC2026-06-302026-08-1813,389$756,197None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18346,505$19,578,559None
Nalls Sherbakoff Group, LLC2026-03-312026-08-182,184$123,789None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-1816,374$924,804None
Equitable Holdings, Inc.2026-06-302026-08-182,086,747$117,191,711None
Equitable Holdings, Inc.2026-06-302026-08-18389,227$21,983,512None
Equitable Holdings, Inc.2026-06-302026-08-1857,750$3,261,720None
Jefferies Financial Group Inc.2026-06-302026-08-187,334$414,230None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.