Ken Griffin
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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 		$5.34M Sell
94,200
-26,800
-22% -$1.56M ﹤0.01% 4236
2025
Q4 		$6.93M Sell
121,000
-4,000
-3% -$228K ﹤0.01% 3782
2025
Q3 		$7.14M Buy
125,000
+42,600
+52% +$2.42M ﹤0.01% 3762
2025
Q2 		$4.68M Sell
82,400
-18,100
-18% -$1M ﹤0.01% 4223
2025
Q1 		$5.74M Buy
100,500
+52,100
+108% +$3.04M ﹤0.01% 3657
2024
Q4 		$2.78M Sell
48,400
-32,900
-40% -$1.95M ﹤0.01% 4959
2024
Q3 		$4.84M Sell
81,300
-22,900
-22% -$1.32M ﹤0.01% 3996
2024
Q2 		$5.91M Buy
104,200
+92,500
+791% +$5.23M ﹤0.01% 3492
2024
Q1 		$677K Buy
11,700
+2,700
+30% +$152K ﹤0.01% 7734
2023
Q4 		$495K Sell
9,000
-27,800
-76% -$1.5M ﹤0.01% 8136
2023
Q3 		$1.97M Buy
36,800
+10,000
+37% +$551K ﹤0.01% 5241
2023
Q2 		$1.48M Sell
26,800
-50,500
-65% -$2.76M ﹤0.01% 5698
2023
Q1 		$4.22M Sell
77,300
-21,900
-22% -$1.19M ﹤0.01% 4082
2022
Q4 		$5.41M Sell
99,200
-26,300
-21% -$1.43M ﹤0.01% 3725
2022
Q3 		$6.43M Buy
125,500
+20,000
+19% +$1.11M ﹤0.01% 3455
2022
Q2 		$5.85M Buy
105,500
+33,100
+46% +$1.92M ﹤0.01% 3516
2022
Q1 		$4.45M Sell
72,400
-5,700
-7% -$345K ﹤0.01% 4409
2021
Q4 		$4.93M Sell
78,100
-66,700
-46% -$4.11M ﹤0.01% 4314
2021
Q3 		$8.63M Buy
144,800
+53,500
+59% +$3.29M ﹤0.01% 3335
2021
Q2 		$5.53M Buy
+91,300
New +$5.42M ﹤0.01% 4221

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 $1.81T 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 $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.