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 		$32.8M Buy
579,000
+67,800
+13% +$3.94M 0.01% 1764
2025
Q4 		$29.3M Buy
511,200
+69,300
+16% +$3.96M ﹤0.01% 1934
2025
Q3 		$25.2M Sell
441,900
-289,300
-40% -$16.4M ﹤0.01% 2039
2025
Q2 		$41.6M Buy
731,200
+292,300
+67% +$16.2M 0.01% 1383
2025
Q1 		$25.1M Buy
438,900
+293,800
+202% +$17.1M ﹤0.01% 1782
2024
Q4 		$8.35M Sell
145,100
-11,900
-8% -$707K ﹤0.01% 3209
2024
Q3 		$9.34M Buy
157,000
+17,300
+12% +$995K ﹤0.01% 3005
2024
Q2 		$7.92M Buy
139,700
+128,400
+1,136% +$7.26M ﹤0.01% 3082
2024
Q1 		$654K Sell
11,300
-8,500
-43% -$479K ﹤0.01% 7804
2023
Q4 		$1.09M Buy
19,800
+2,200
+13% +$119K ﹤0.01% 6499
2023
Q3 		$943K Sell
17,600
-29,700
-63% -$1.64M ﹤0.01% 6677
2023
Q2 		$2.62M Sell
47,300
-41,000
-46% -$2.24M ﹤0.01% 4688
2023
Q1 		$4.82M Sell
88,300
-123,200
-58% -$6.69M ﹤0.01% 3878
2022
Q4 		$11.5M Buy
211,500
+41,200
+24% +$2.24M ﹤0.01% 2630
2022
Q3 		$8.72M Buy
170,300
+61,500
+57% +$3.42M ﹤0.01% 2967
2022
Q2 		$6.03M Buy
108,800
+27,500
+34% +$1.59M ﹤0.01% 3463
2022
Q1 		$4.99M Buy
81,300
+64,100
+373% +$3.88M ﹤0.01% 4183
2021
Q4 		$1.09M Buy
17,200
+6,100
+55% +$376K ﹤0.01% 7742
2021
Q3 		$662K Buy
+11,100
New +$683K ﹤0.01% 9201

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 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 $786B AUM 40.34% 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.