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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
RWM
1301
Rialto Wealth Management
New York
$61.1K
HFS
1302
Hantz Financial Services
Michigan
$60K +$56 +1 +0.1%
VWA
1303
VSM Wealth Advisory
Maryland
$58.5K
PP
1304
Pacifica Partners
Canada
$56.7K
ANBT
1305
American National Bank & Trust
Texas
$56.5K
CTC
1306
Cetera Trust Company
Minnesota
$56.5K
TC
1307
Truvestments Capital
Florida
$56.3K
MIA
1308
MeadowBrook Investment Advisors
Michigan
$55.9K +$55.9K +990 New
PSB
1309
Piscataqua Savings Bank
New Hampshire
$55.1K
AT
1310
Arlington Trust
Alabama
$53.4K +$53.4K +946 New
CSC
1311
Caldwell Sutter Capital
California
$53.3K
DWS
1312
Dynamic Wealth Strategies
California
$50.7K
YP
1313
YANKCOM Partnership
South Dakota
$50.3K +$50.3K +891 New
HWA
1314
HHM Wealth Advisors
Tennessee
$49.5K +$49.5K +877 New
HPWM
1315
High Point Wealth Management
New Jersey
$48K +$48K +850 New
MEG
1316
Millstone Evans Group
Colorado
$47.5K -$96.5K -1,709 -67%
HHGA
1317
Halbert Hargrove Global Advisors
California
$42.4K
HIW
1318
Holos Integrated Wealth
Pennsylvania
$39.8K +$37.4K +662 +1,697%
SFS
1319
Sunrise Financial Services
Washington
$39.5K
GWS
1320
Glassman Wealth Services
Virginia
$36.7K +$36.7K +650 New
OHWP
1321
Oak Harbor Wealth Partners
North Carolina
$35.2K -$2.89M -51,225 -99%
BDPWM
1322
Barnes Dennig Private Wealth Management
Ohio
$34.7K
FRA
1323
Front Row Advisors
California
$32.1K -$8.47K -150 -21%
RWM
1324
Raffa Wealth Management
District of Columbia
$30.4K -$734 -13 -2%
MS
1325
Monetary Solutions
Ohio
$29.9K

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.