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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
NA
51
Nottingham Advisors
New York
$48M -$5.42M -95,991 -12%
BCM
52
Brookstone Capital Management
Illinois
$47.5M -$3.49M -61,861 -7%
PFPG
53
Pinnacle Financial Partners (Georgia)
Georgia
$44.5M -$7.8M -138,082 -15%
MCM
54
MAI Capital Management
Ohio
$44M +$5.35M +94,755 +14%
OC
55
Oakworth Capital
Alabama
$42.9M +$2M +35,403 +5%
FFBTD
56
First Financial Bank - Trust Division
Ohio
$41.3M +$5.33M +94,372 +15%
PA
57
Pinnacle Associates
New York
$41.2M +$633K +11,209 +2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$38.2M -$2.98M -52,694 -7%
P
59
&Partners
Tennessee
$37.6M +$276K +4,887 +0.7%
KPWS
60
Kestra Private Wealth Services
Texas
$36.8M +$338K +5,985 +0.9%
HAS
61
Horizon Advisory Services
New York
$36.3M +$8.35M +147,926 +30%
IWC
62
Integrated Wealth Concepts
Massachusetts
$35.6M +$5.43M +96,221 +18%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$35.4M -$8.22M -145,505 -19%
FMLI
64
Fukoku Mutual Life Insurance
Japan
$34.8M +$11.4M +202,000 +49%
SI
65
Stephens Inc
Arkansas
$34.7M +$385K +6,821 +1%
CBA
66
Coastal Bridge Advisors
Connecticut
$34.1M +$377K +6,673 +1%
HCM
67
Hilton Capital Management
New York
$34M +$11.9M +211,361 +54%
CE
68
Cornerstone Enterprises
Wisconsin
$32M +$1.89M +33,512 +6%
Mariner
69
Mariner
Kansas
$31.7M -$2.67M -47,200 -8%
Cerity Partners
70
Cerity Partners
New York
$31.2M +$313K +5,550 +1%
SIC
71
Sterling Investment Counsel
New York
$31.1M +$1.07M +18,883 +4%
BFG
72
Bouchey Financial Group
New York
$31.1M +$1.22M +21,656 +4%
Citigroup
73
Citigroup
New York
$30.6M +$3.78M +67,014 +14%
BF
74
BOK Financial
Oklahoma
$29.8M +$1.39M +24,534 +5%
PCIA
75
Prime Capital Investment Advisors
Kansas
$29.6M +$1.35M +23,875 +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.