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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
HBW
1276
Hazlett, Burt & Watson
West Virginia
$122K -$39.5K -700 -24%
IBOK
1277
Independence Bank of Kentucky
Kentucky
$122K
RWM
1278
RMG Wealth Management
Wisconsin
$117K +$114K +2,026 New
HCM
1279
Hollencrest Capital Management
California
$116K
WG
1280
Wellington Group
Indiana
$112K
MG
1281
Mather Group
Illinois
$107K -$8.25K -146 -7%
PB
1282
Pinnacle Bancorp
Nebraska
$107K
SMA
1283
Sage Mountain Advisors
Georgia
$105K
CWIG
1284
Chung Wu Investment Group
Texas
$104K -$84.7K -1,500 -45%
FMII
1285
Farmers & Merchants Investments Inc
Nebraska
$96K
B
1286
Bayban
Minnesota
$92.6K
CTA
1287
Colonial Trust Advisors
South Carolina
$91.4K +$1.41K +25 +2%
PWM
1288
Peck Wealth Management
New York
$91K +$5.99K +106 +7%
3IP
1289
3Chopt Investment Partners
Virginia
$89.5K -$31.6K -559 -26%
CA
1290
Centerpoint Advisors
Massachusetts
$85K +$1.52K +27 +2%
FC
1291
Financial Consulate
Maryland
$78.2K +$20.8K +368 +36%
SL
1292
Salomon & Ludwin
Virginia
$76.8K +$54.7K +968 +242%
VNA
1293
Valley National Advisers
Pennsylvania
$74.5K
DF
1294
Dunhill Financial
United Kingdom
$72K -$12.7K -224 -15%
Allspring Global Investments
1295
Allspring Global Investments
North Carolina
$69.2K +$68.8K +1,219 +20,317%
WA
1296
Westfuller Advisors
New York
$66.4K +$1.47K +26 +2%
CT
1297
Coastline Trust
Rhode Island
$65K
GFA
1298
Godfrey Financial Associates
New York
$63.3K +$13.7K +242 +28%
MA
1299
Montag & Associates
Georgia
$62.6K +$1.3K +23 +2%
WWM
1300
Wolff Wiese Magana
California
$62.1K +$35.1K +621 +130%

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.