We are live on ! Find out more
JEPI icon

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
EWM
1351
Evolution Wealth Management
Florida
$16.1K
DFA
1352
DHJJ Financial Advisors
Illinois
$15.8K
SA
1353
SRH Advisors
Kansas
$15.8K
SIM
1354
Synergy Investment Management
Florida
$15.7K +$113 +2 +0.7%
FNWA
1355
Financial Network Wealth Advisors
Utah
$15K
CBT
1356
Crews Bank & Trust
Florida
$14K +$11.3K +200 +417%
MGI
1357
Miller Global Investments
Texas
$13.8K
MWA
1358
Miller Wealth Advisors
Colorado
$13.3K -$5.37K -95 -29%
NF
1359
Napier Financial
Massachusetts
$12.9K +$12.9K +228 New
EF
1360
Entrust Financial
Pennsylvania
$12.7K +$12.7K +225 New
CAM
1361
Chesapeake Asset Management
New York
$11.6K +$282 +5 +3%
ECA
1362
Elevated Capital Advisors
Utah
$11.5K -$5.59K -99 -33%
MFT
1363
Moisand Fitzgerald Tamayo
Florida
$11.3K
RP
1364
Rice Partnership
Hawaii
$11.3K
SFC
1365
SYM Financial Corp
Indiana
$11.3K
MSFP
1366
Mark Sheptoff Financial Planning
Connecticut
$11.3K +$11.3K +200 New
JGIA
1367
Jackson Grant Investment Advisers
Connecticut
$11.1K +$282 +5 +3%
Bessemer Group
1368
Bessemer Group
New Jersey
$11K +$3.11K +55 +38%
ICCON
1369
Investment Counsel Company of Nevada
Nevada
$9.71K +$9.71K +172 New
KFG
1370
Kingdom Financial Group
Arizona
$8.77K -$5.37K -95 -38%
CCC
1371
Chelsea Counsel Company
California
$8.53K -$37K -655 -81%
SRCM
1372
Signature Resources Capital Management
California
$8.47K
IW
1373
Imprint Wealth
South Carolina
$7.85K
IRC
1374
Investors Research Corp
Georgia
$7.57K
SFCL
1375
Strengthening Families & Communities LLC
Massachusetts
$6.61K +$6.61K +117 New

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.