Ken Griffin
JEPI icon

Ken Griffin’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ken Griffin’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$520K Sell
9,178
-82,215
-90% -$4.78M ﹤0.01% 9207
2025
Q4 		$5.23M Buy
91,393
+71,450
+358% +$4.08M ﹤0.01% 4223
2025
Q3 		$1.14M Hold
19,943
– – ﹤0.01% 7251
2025
Q2 		$1.13M Sell
19,943
-245,271
-92% -$13.6M ﹤0.01% 6804
2025
Q1 		$15.2M Buy
265,214
+159,112
+150% +$9.27M ﹤0.01% 2349
2024
Q4 		$6.1M Sell
106,102
-113,710
-52% -$6.75M ﹤0.01% 3651
2024
Q3 		$13.1M Buy
219,812
+217,911
+11,463% +$12.5M ﹤0.01% 2547
2024
Q2 		$108K Sell
1,901
-8,018
-81% -$454K ﹤0.01% 10814
2024
Q1 		$574K Buy
+9,919
New +$559K ﹤0.01% 8081
2023
Q4 		– Sell
-20,103
Closed -$1.08M – 14793
2023
Q3 		$1.08M Buy
20,103
+16,989
+546% +$936K ﹤0.01% 6413
2023
Q2 		$172K Sell
3,114
-6,456
-67% -$353K ﹤0.01% 10114
2023
Q1 		$523K Sell
9,570
-16,641
-63% -$903K ﹤0.01% 8209
2022
Q4 		$1.43M Buy
26,211
+9,593
+58% +$521K ﹤0.01% 6132
2022
Q3 		$851K Buy
16,618
+12,979
+357% +$722K ﹤0.01% 7346
2022
Q2 		$202K Sell
3,639
-18,555
-84% -$1.07M ﹤0.01% 10676
2022
Q1 		$1.36M Sell
22,194
-74,174
-77% -$4.49M ﹤0.01% 6948
2021
Q4 		$6.09M Sell
96,368
-15,430
-14% -$951K ﹤0.01% 3950
2021
Q3 		$6.66M Buy
111,798
+71,968
+181% +$4.43M ﹤0.01% 3764
2021
Q2 		$2.41M Buy
+39,830
New +$2.37M ﹤0.01% 6134

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ken Griffin's JEPI Position: Q1 2026 in Review

Ken Griffin reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 90% in Q1 2026, selling an estimated $4.78M and leaving 9,178 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #9207.

Ken Griffin first reported a position in JEPI in Q2 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q1 2025. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Ken Griffin held 9,178 shares of JPMorgan Equity Premium Income ETF worth $520K as of Q1 2026.
  • Ken Griffin sold 82,215 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $4.78M.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #9207 holding.
  • Ken Griffin first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 19 quarters since.
  • Ken Griffin's JPMorgan Equity Premium Income ETF position peaked at $15.2M in Q1 2025.
  • 1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.