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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
CIA
76
Capital Investment Advisors
Georgia
$29.3M -$1.29M -22,755 -4%
DC
77
Davenport & Co
Virginia
$29.2M +$2.68M +47,465 +10%
RCM
78
Requisite Capital Management
Texas
$28.8M +$12.2M +216,286 +74%
Lido Advisors
79
Lido Advisors
California
$28.5M +$2.29M +40,538 +9%
RA
80
Rational Advisors
New York
$28.2M -$1.96M -34,635 -6%
WWMSC
81
Wagner Wealth Management (South Carolina)
South Carolina
$27.3M +$1.04M +18,482 +4%
CFP
82
Curran Financial Partners
South Carolina
$26.1M +$3.15M +55,764 +14%
SA
83
Sanctuary Advisors
Indiana
$25.2M -$2.23M -39,561 -8%
MT
84
Midwest Trust
Kansas
$25.1M -$1.53M -27,022 -6%
OFS
85
Orrstown Financial Services
Pennsylvania
$25M +$593K +10,495 +2%
ACA
86
Aptus Capital Advisors
Alabama
$24.9M -$1.38M -24,502 -5%
AAP
87
Arax Advisory Partners
Colorado
$24.4M +$13.4M +236,452 +121%
GVAG
88
Great Valley Advisor Group
Delaware
$24.3M +$4.2M +74,330 +21%
PWMAG
89
Pinnacle Wealth Management Advisory Group
New Jersey
$24.2M +$957K +16,938 +4%
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$23.9M +$2.1M +37,098 +10%
PFS
91
Prospera Financial Services
Texas
$23.9M -$2.02M -35,821 -8%
APP
92
Avantax Planning Partners
Iowa
$23.5M +$1.16M +20,541 +5%
HAS
93
HBW Advisory Services
California
$23.4M -$1.04M -18,336 -4%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$23M +$1.11M +19,613 +5%
MW
95
Melia Wealth
Oklahoma
$22.9M +$89.8K +1,590 +0.4%
JWCA
96
J.W. Cole Advisors
Florida
$22.1M -$7.55M -133,680 -25%
TM
97
TigerOak Management
New Mexico
$21.8M +$209K +3,700 +1%
CPIG
98
Chicago Partners Investment Group
Illinois
$21.6M +$513K +9,090 +2%
OC
99
Oppenheimer & Co
New York
$21.4M +$3.81M +67,518 +22%
Wealthfront Advisers
100
Wealthfront Advisers
California
$21.2M +$6.1M +108,069 +40%

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.