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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
FWA
1426
Fidelis Wealth Advisors
Colorado
-$800K -14,110 Closed
BFWA
1427
Benchmark Financial Wealth Advisors
Florida
-$765K -13,505 Closed
PFG
1428
Prosperity Financial Group
California
-$748K -13,200 Closed
SWM
1429
Sherman Wealth Management
Maryland
-$629K -11,098 Closed
KPWG
1430
KFA Private Wealth Group
Virginia
-$581K -10,245 Closed
GCA
1431
Greenwood Capital Associates
South Carolina
-$579K -10,222 Closed
MCM
1432
Monument Capital Management
Virginia
-$562K -9,923 Closed
Renaissance Technologies
1433
Renaissance Technologies
New York
-$557K -9,835 Closed
QFA
1434
Quattro Financial Advisors
Texas
-$531K -9,373 Closed
SAG
1435
Sentinel Advisory Group
Wisconsin
-$531K -9,368 Closed
Mirae Asset Global Investments
1436
Mirae Asset Global Investments
South Korea
-$453K -8,000 Closed
VCM
1437
Vivaldi Capital Management
Illinois
-$434K -7,655 Closed
WCM
1438
Wealthcare Capital Management
Virginia
-$414K -7,302 Closed
CCA
1439
Cooper Capital Advisors
California
-$379K -6,682 Closed
PA
1440
PW Advisors
Florida
-$374K -6,605 Closed
RCP
1441
Roan Capital Partners
Tennessee
-$350K -6,170 Closed
TNBTD
1442
Trustmark National Bank Trust Department
Mississippi
-$347K -6,127 Closed
CAMG
1443
CWA Asset Management Group
Florida
-$331K -5,848 Closed
CFG
1444
Chapman Financial Group
Hawaii
-$315K -5,553 Closed
CAM
1445
CPA Asset Management
Florida
-$289K -5,092 Closed
CAM
1446
Concorde Asset Management
Michigan
-$281K -4,961 Closed
GCM
1447
Gallacher Capital Management
Colorado
-$272K -4,805 Closed
5NPW
1448
55 North Private Wealth
Florida
-$262K -4,617 Closed
AWM
1449
Able Wealth Management
New Jersey
-$261K -4,610 Closed
HH
1450
Hilltop Holdings
Texas
-$244K -4,309 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.