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JPMorgan Equity Premium Income ETF

1,407 hedge funds and large institutions have $18.2B invested in JPMorgan Equity Premium Income ETF in 2026 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 668 increasing their positions, 490 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $78.6M | Put options by funds: $53M

36% more repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 490

29% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 93

0% less funds holding

Funds holding: 1,4111,407 (-4)

4% less capital invested

Capital invested by funds: $18.9B → $18.2B (-$683M)

2.4% less ownership

Funds ownership: 43.1%40.7% (-2.4%)

16% less funds holding in top 10

Funds holding in top 10: 126106 (-20)

Holders
1,407
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
16.99%
Holding in Top 10
106
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-15.87%
% of All Funds
1.28%
New
120
Increased
668
Reduced
490
Closed
93
Calls
$78.6M
Puts
$53M
Net Calls
+$25.6M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$8.27M +$432K +7,649 +6%
SCA
227
Sulzberger Capital Advisors
Florida
$8.26M +$906K +16,048 +12%
NAS
228
NWF Advisory Services
California
$8.15M -$282K -4,990 -3%
CG
229
CFO4Life Group
Texas
$8.11M +$904 +16 +0%
SW
230
SMART Wealth
Nebraska
$8.1M +$1.98M +34,997 +32%
MA
231
Mutual Advisors
Nebraska
$8.07M +$275K +4,877 +4%
PI
232
PFG Investments
New York
$8.06M +$337K +5,975 +4%
CFO
233
CVA Family Office
Colorado
$8.05M -$578K -10,232 -7%
SPC
234
Spirepoint Private Client
Florida
$8.01M +$309K +5,474 +4%
MFS
235
Madrona Financial Services
Washington
$7.91M +$305K +5,405 +4%
EWA
236
EverSource Wealth Advisors
Alabama
$7.91M +$370K +6,551 +5%
AWM
237
Aprio Wealth Management
Georgia
$7.9M +$427K +7,567 +6%
GSIAS
238
Garden State Investment Advisory Services
New Jersey
$7.82M +$285K +5,050 +4%
CF
239
Centaurus Financial
California
$7.78M +$198K +3,501 +3%
SCA
240
Snowden Capital Advisors
New York
$7.76M -$618K -10,941 -7%
LJCM
241
Lee Johnson Capital Management
Texas
$7.7M +$1.79M +31,682 +30%
AWM
242
Axxcess Wealth Management
California
$7.61M -$745K -13,182 -9%
FPAS
243
Focus Partners Advisor Solutions
Missouri
$7.55M +$158K +2,799 +2%
IFPG
244
Intrepid Financial Planning Group
Indiana
$7.54M -$170K -3,003 -2%
FIA
245
Foundations Investment Advisors
Arizona
$7.47M +$1.44M +25,508 +24%
SAS
246
Stelac Advisory Services
New York
$7.45M
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$7.43M +$199K +3,519 +3%
TPW
248
Turn8 Private Wealth
$7.39M -$923K -16,341 -11%
SAM
249
Smartleaf Asset Management
Massachusetts
$7.38M
CAWM
250
Capital Advisors Wealth Management
Washington
$7.34M -$39.5K -699 -0.5%

JEPI Hedge Fund Activity: Q2 2026 in Review

1,407 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q2 2026, worth a combined $18.2B — down 3.6% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new JEPI positions and 93 closed out — a net gain of 27 holders — while 668 added to existing stakes and 490 trimmed.

The largest buyer was LPL Financial, adding an estimated $177M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $392M sold.

  • 1,407 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q2 2026, down from 1,411 in Q1 2026.
  • Funds reported $18.2B of JPMorgan Equity Premium Income ETF stock for Q2 2026, down 3.6% quarter-over-quarter.
  • 120 funds opened new JPMorgan Equity Premium Income ETF positions in Q2 2026 and 93 closed out, a net change of +27 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q2 2026 was LPL Financial, an estimated $177M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q2 2026 was Nationwide Fund Advisors, an estimated $392M sold.

Based on aggregated 13F filings for Q2 2026.