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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
EFG
1451
Embree Financial Group
Illinois
-$241K -4,244 Closed
LFG
1452
Leverty Financial Group
Wisconsin
-$237K -4,176 Closed
BBA
1453
BLB&B Advisors
Pennsylvania
-$230K -4,054 Closed
LHP
1454
Lexington Hill Partners
Texas
-$229K -4,043 Closed
AAS
1455
Annex Advisory Services
Wisconsin
-$223K -3,928 Closed
WWG
1456
West Wealth Group
California
-$223K -3,926 Closed
AWA
1457
A4 Wealth Advisors
North Carolina
-$220K -3,877 Closed
HCWM
1458
Hidden Cove Wealth Management
Washington
-$218K -3,840 Closed
GKWIM
1459
Gerber Kawasaki Wealth & Investment Management
California
-$213K -3,749 Closed
CWM
1460
CCG Wealth Management
California
-$209K -3,694 Closed
FWI
1461
Facet Wealth Inc
Maryland
-$209K -3,683 Closed
LHC
1462
Little House Capital
Massachusetts
-$208K -3,667 Closed
FF
1463
Friday Financial
Iowa
-$205K -3,620 Closed
UPS
1464
UHLMANN PRICE SECURITIES
Illinois
-$202K -3,574 Closed
HWM
1465
Hohimer Wealth Management
Washington
-$201K -3,542 Closed
NCM
1466
Novare Capital Management
North Carolina
-$200K -3,530 Closed
ACM
1467
Adalta Capital Management
New York
-$170K -3,000 Closed
MCA
1468
Midwest Capital Advisors
Michigan
-$144K -2,535 Closed
KCM
1469
KM Capital Management
Texas
-$125K -2,243 Closed
NSG
1470
Nalls Sherbakoff Group
Tennessee
-$124K -2,184 Closed
OWA
1471
Opal Wealth Advisors
New York
-$114K -2,007 Closed
GWSA
1472
Global Wealth Strategies & Associates
Colorado
-$87.6K -1,546 Closed
WP
1473
WealthShield Partners
North Carolina
-$77K -1,359 Closed
AA
1474
Addison Advisors
Vermont
-$36.8K -650 Closed
M
1475
MOTCO
Texas
-$32.2K -568 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.