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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
FMP
1326
Financial Management Professionals
Texas
$29.7K +$678 +12 +2%
DSC
1327
Duncker Streett & Co
Missouri
$29K -$339 -6 -1%
EI
1328
EFG International
$28.2K +$7.06K +125 +33%
WA
1329
WPG Advisers
Maryland
$28.2K +$28.2K +500 New
NB
1330
NBH Bank
Colorado
$27.3K +$27.3K +483 New
GF
1331
GGM Financials
Ohio
$27.3K +$621 +11 +2%
Russell Investments Group
1332
Russell Investments Group
United Kingdom
$27.2K -$18.2K -322 -40%
AW
1333
Avion Wealth
Texas
$27K
GPFA
1334
Game Plan Financial Advisors
Ohio
$25.4K +$8.47K +150 +50%
OSAM
1335
O'Shaughnessy Asset Management
Connecticut
$24.8K -$170K -3,018 -87%
IPS
1336
Investors Portfolio Services
Washington
$24.8K +$56 +1 +0.2%
GIA
1337
GHP Investment Advisors
Colorado
$23.8K +$2.43K +43 +11%
JFGIW
1338
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K
AWM
1339
Abound Wealth Management
Tennessee
$23.1K -$1.52K -27 -6%
CFM
1340
Cornerstone Financial Management
Massachusetts
$22.6K
MB
1341
MidFirst Bank
Oklahoma
$22.6K
Q1WB
1342
Quest 10 Wealth Builders
Virginia
$22.6K
AWA
1343
Acumen Wealth Advisors
Tennessee
$21.6K +$21.6K +382 New
GTAM
1344
Global Trust Asset Management
Florida
$21.2K
CICI
1345
Capital Investment Counsel Inc
North Carolina
$19.8K
HIA
1346
Highland Investment Advisors
Florida
$19.2K +$19.2K +340 New
DWM
1347
Dogwood Wealth Management
Kansas
$19.1K +$395 +7 +2%
LWM
1348
Lodestone Wealth Management
Washington
$18.6K
WT
1349
Whittier Trust
California
$18.5K +$15.6K +276 +552%
NWMP
1350
Noble Wealth Management PBC
Colorado
$17.8K -$1.69K -30 -9%

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.