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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
GJIA
1401
Glass Jacobson Investment Advisors
Maryland
$622
PSFG
1402
Park Square Financial Group
Georgia
$621 -$1.75K -31 -74%
BFP
1403
Birchwood Financial Partners
Minnesota
$407
MAFA
1404
MJT & Associates Financial Advisory
Minnesota
$62
BCMIO
1405
Beacon Capital Management Inc (Ohio)
Ohio
$48
MWPCG
1406
Measured Wealth Private Client Group
New Hampshire
$30
NFA
1407
Nationwide Fund Advisors
Ohio
-$392M -6,910,894 Closed
MGIA
1408
Matthew Goff Investment Advisor
Texas
-$12.8M -252,742 Closed
BIP
1409
Bouvel Investment Partners
Pennsylvania
-$8.33M -147,035 Closed
DWML
1410
Decker Wealth Management LLC
Tennessee
-$7.24M -127,740 Closed
LWP
1411
LeClair Wealth Partners
Ohio
-$6.64M -117,113 Closed
IMC Chicago
1412
IMC Chicago
Illinois
-$5.52M -97,354 Closed
SWA
1413
SOA Wealth Advisors
New York
-$50.4K -50,366 Closed
LAM
1414
Lifestyle Asset Management
Texas
-$2.78M -49,031 Closed
TNA
1415
True North Advisors
Texas
-$2.55M -44,983 Closed
FA
1416
Fullerton Advisors
California
-$2.03M -35,804 Closed
FH
1417
FWG Holdings
Florida
-$2.03M -35,760 Closed
NWWA
1418
New Wave Wealth Advisors
Arkansas
-$1.55M -27,384 Closed
IC
1419
IEQ Capital
California
-$1.44M -25,482 Closed
HCMT
1420
Highland Capital Management (Tennessee)
Tennessee
-$1.13M -20,000 Closed
YWM
1421
Yukon Wealth Management
Kansas
-$1.11M -19,645 Closed
ACM
1422
Andina Capital Management
Utah
-$1.09M -19,195 Closed
QP
1423
Quartz Partners
New York
-$1.03M -18,148 Closed
SMH
1424
Sanders Morris Harris
Texas
-$910K -16,061 Closed
NLP
1425
Next Level Private
New York
-$827K -14,595 Closed

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.