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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
FA
251
Financial Alternatives
California
$7.32M -$199K -3,530 -3%
BCI
252
Brinker Capital Investments
Pennsylvania
$7.32M -$9.05M -160,257 -55%
MC
253
Moors & Cabot
Massachusetts
$7.31M -$64.8K -1,148 -0.9%
SPC
254
Sigma Planning Corp
Michigan
$7.29M -$856K -15,160 -11%
SFWA
255
Summit Financial Wealth Advisors
Louisiana
$7.29M +$145K +2,568 +2%
SW
256
StrongBox Wealth
Missouri
$7.23M -$134K -2,379 -2%
NB
257
Nicolet Bankshares
Wisconsin
$7.08M +$856K +15,154 +14%
MAG
258
Mayfair Advisory Group
Alabama
$6.99M -$1.56M -27,706 -18%
KWM
259
KFG Wealth Management
Indiana
$6.88M +$820K +14,525 +14%
SWP
260
Strategic Wealth Partners
Ohio
$6.84M -$657K -11,638 -9%
BRWM
261
Blue Rock Wealth Management
North Carolina
$6.78M +$1.91M +33,882 +39%
LS
262
Leelyn Smith
Illinois
$6.73M -$55.4K -981 -0.8%
CIBC World Market
263
CIBC World Market
Ontario, Canada
$6.73M +$517K +9,148 +8%
LSPW
264
Lake Street Private Wealth
Illinois
$6.65M -$160K -2,836 -2%
LGA
265
Lebenthal Global Advisors
New York
$6.62M -$29.9M -529,216 -82%
AWM
266
Aureum Wealth Management
Florida
$6.62M +$292K +5,168 +5%
CCA
267
Childress Capital Advisors
Texas
$6.61M -$569K -10,066 -8%
CFSG
268
Community Financial Services Group
Vermont
$6.6M -$3.39K -60 -0.1%
DWM
269
Diversify Wealth Management
Utah
$6.59M +$1.02M +18,018 +18%
DAS
270
Diversify Advisory Services
Utah
$6.59M +$6.52M +115,465 New
KFP
271
KMG Fiduciary Partners
Ohio
$6.57M -$20.8K -369 -0.3%
CG
272
Caprock Group
Idaho
$6.5M +$3.8M +67,227 +140%
SFGP
273
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.49M -$1.93M -34,108 -23%
SCM
274
Saxony Capital Management
Missouri
$6.49M +$671K +11,879 +12%
SC
275
Savant Capital
Illinois
$6.48M -$2.32M -40,989 -26%

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.