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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
KAS
26
Kestra Advisory Services
Texas
$115M +$11.1M +197,071 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$107M +$6.15M +108,819 +6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$95.8M -$1.01M -17,883 -1%
FWP
29
FAS Wealth Partners
Kansas
$94.1M +$7.69M +136,080 +9%
FFA
30
First Foundation Advisors
California
$88.6M -$424K -7,512 -0.5%
EG
31
Enstar Group
Bermuda
$86.9M
HC
32
Hamilton Capital
Ohio
$82.4M +$2.21M +39,109 +3%
AUB
33
Atlantic Union Bankshares
Virginia
$79.4M +$7.14M +126,438 +10%
PCG
34
Prosperity Consulting Group
Maryland
$79.1M +$1.71M +30,324 +2%
AF
35
Allworth Financial
California
$76.4M +$3.3M +58,356 +5%
CA
36
Clearstead Advisors
Ohio
$70.2M +$444K +7,859 +0.6%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$66.1M +$4.65M +82,406 +8%
NA
38
NewEdge Advisors
Louisiana
$62M +$18M +318,923 +41%
SWM
39
SHP Wealth Management
Massachusetts
$59.1M +$5.95M +105,345 +11%
TCM
40
Traynor Capital Management
Pennsylvania
$59M +$2.9M +51,259 +5%
Franklin Resources
41
Franklin Resources
California
$57.8M +$886K +15,684 +2%
FWM
42
Foguth Wealth Management
Michigan
$56.3M +$4.47M +79,223 +9%
SPIA
43
Steward Partners Investment Advisory
New York
$55.9M -$2.77M -49,067 -5%
Truist Financial
44
Truist Financial
North Carolina
$54.4M -$1.76M -31,225 -3%
BPA
45
Beacon Pointe Advisors
California
$51.8M +$11.7M +207,850 +29%
AWM
46
Apollon Wealth Management
South Carolina
$51.5M +$6.06M +107,269 +13%
CSP
47
Cary Street Partners
Virginia
$49.9M -$5.2M -92,044 -9%
PAG
48
Private Advisor Group
New Jersey
$49.4M +$35.1M +621,604 +245%
HIP
49
HUB Investment Partners
Texas
$48.7M +$1.5M +26,613 +3%
KCM
50
Kathmere Capital Management
Pennsylvania
$48.5M +$5.79M +102,595 +14%

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.