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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
HI
1376
Horizon Investments
North Carolina
$6.35K -$6.44K -114 -50%
FAI
1377
Fiduciary Advisors Inc
Missouri
$6.33K +$6.33K +112 New
CPG
1378
Cornerstone Planning Group
New Jersey
$5.72K
AP
1379
Aspect Partners
Virginia
$5.65K
SIS
1380
Strategic Investment Solutions
Illinois
$5.32K +$56 +1 +1%
VEA
1381
Virtus ETF Advisers
New York
$5.2K +$169 +3 +3%
CMA
1382
Cedar Mountain Advisors
Oregon
$5.08K -$409K -7,242 -99%
CMP
1383
Coston McIsaac & Partners
Maine
$5K +$5.7K +101 New
ABC
1384
Anchor Bay Capital
California
$4.59K +$4.52K +80 New
CSB
1385
City State Bank
Iowa
$4.24K
HFS
1386
Horizon Financial Services
North Carolina
$4.24K +$4.24K +75 New
CAS
1387
Coppell Advisory Solutions
Texas
$3.97K +$1.94M +34,280 New
MCA
1388
McGuire Capital Advisors
Oklahoma
$3.9K
MDCM
1389
Morgan Dempsey Capital Management
Wisconsin
$3.35K +$56 +1 +2%
GIL
1390
Go Invest LLC
Utah
$3.17K +$339 +6 +12%
QWM
1391
Quaker Wealth Management
New Jersey
$2.94K
TRCT
1392
Tower Research Capital (TRC)
New York
$2.6K +$2.6K +46 New
LF
1393
LifeSteps Financial
California
$2.26K +$2.26K +40 New
GP
1394
Guardian Partners
Canada
$1.98K +$1.98K +35 New
IWP
1395
IAG Wealth Partners
Wisconsin
$1.81K
B
1396
Birchbrook
Maine
$1.64K +$56 +1 +4%
CCMW
1397
Cypress Capital Management (Wyoming)
Wyoming
$1.41K -$858K -15,189 -100%
MHIP
1398
Mountain Hill Investment Partners
New Jersey
$1.05K +$56 +1 +6%
FFA
1399
Frazier Financial Advisors
Ohio
$961
MWA
1400
Medallion Wealth Advisors
Connecticut
$791 -$81.2K -1,437 -99%

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.