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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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$21M +$1.44M +25,556 +7%
PS
102
Principal Securities
Iowa
$20.9M -$2.32M -41,092 -10%
AC
103
Apella Capital
Connecticut
$20.8M -$905K -16,029 -4%
EWA
104
EP Wealth Advisors
California
$20.8M +$2.59M +45,826 +14%
RIL
105
Rothschild Investment LLC
Illinois
$20.6M +$836K +14,800 +4%
CFG
106
Cooper Financial Group
California
$20.5M +$1.17M +20,689 +6%
William Blair & Company
107
William Blair & Company
Illinois
$20.3M +$4.33M +76,582 +27%
BFA
108
Beacon Financial Advisory
Ohio
$20.3M +$399K +7,068 +2%
CIAS
109
Capital Investment Advisory Services
North Carolina
$20.2M +$3.6M +63,691 +22%
RWM
110
Rezny Wealth Management
Florida
$20M -$580K -10,264 -3%
UCFA
111
United Capital Financial Advisors
Texas
$19.6M +$3.44M +60,954 +21%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$19.6M -$79.3K -1,404 -0.4%
WA
113
Waverly Advisors
Alabama
$19.1M -$11.7M -206,732 -38%
HI
114
Harbour Investments
Wisconsin
$18.3M +$327K +5,789 +2%
HNB
115
Huntington National Bank
Ohio
$18.1M +$247K +4,381 +3%
CL
116
Choreo LLC
Illinois
$18M -$4.27M -75,653 -19%
TF
117
Tenzing Financial
Virginia
$17.8M +$319K +5,656 +2%
CM
118
Columbus Macro
Pennsylvania
$17.7M +$1.1M +19,531 +7%
ASN
119
Advisory Services Network
Georgia
$17.6M -$89K -1,576 -0.5%
TFA
120
Tobias Financial Advisors
Florida
$17.5M +$254K +4,500 +1%
AF
121
Arrow Financial
New York
$17.4M +$2.9M +51,336 +20%
1NWS
122
1 North Wealth Services
Maryland
$17.3M +$1.08M +19,082 +7%
GWM
123
Geneos Wealth Management
Colorado
$17.1M +$3.14M +55,652 +23%
AP
124
Americana Partners
Texas
$17M -$92.2K -1,633 -0.5%
SWA
125
SFMG Wealth Advisors
Texas
$16.8M +$656K +11,623 +4%

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.