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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
SCM
126
Steele Capital Management
Iowa
$16.6M -$888K -15,730 -5%
AF
127
Advisornet Financial
Minnesota
$16.5M -$1.67M -29,633 -9%
Creative Planning
128
Creative Planning
Kansas
$15.8M -$9.6K -170 -0.1%
TWM
129
Tradition Wealth Management
Minnesota
$15.7M +$651K +11,525 +4%
AMG
130
Advisors Management Group
Wisconsin
$15.7M +$17.8K +315 +0.1%
BWP
131
Bernardo Wealth Planning
Pennsylvania
$15.7M -$1.53M -27,103 -9%
CAM
132
Cresset Asset Management
Illinois
$15.6M -$800K -14,168 -5%
DADC
133
D.A. Davidson & Co
Montana
$15.6M -$84.8K -1,502 -0.5%
MCIA
134
Mountain Capital Investment Advisors
Colorado
$15.6M +$87.9K +1,556 +0.6%
EFG
135
Everest Financial Group
Minnesota
$15.5M +$312K +5,531 +2%
FA
136
Fagan Associates
New York
$15.2M -$586K -10,370 -4%
RPGNY
137
Retirement Planning Group (New York)
New York
$15.1M +$1.29M +22,819 +9%
AP
138
Appleton Partners
Massachusetts
$15M +$420K +7,435 +3%
FF
139
Financial Futures
New Jersey
$14.8M +$1.05M +18,516 +8%
LEA
140
Legacy Edge Advisors
New York
$14.8M +$1.08M +19,080 +8%
SS
141
SBI Securities
Japan
$14.8M +$141K +2,500 +1%
PP
142
Patten & Patten
Tennessee
$14.6M -$992K -17,561 -6%
EFH
143
Eaton Financial Holdings
Florida
$14.6M +$12.6M +223,502 +654%
LFG
144
Larson Financial Group
Missouri
$14.5M +$685K +12,125 +5%
FFG
145
Floyd Financial Group
Missouri
$14.4M +$4.23M +74,979 +42%
MFG
146
Magnus Financial Group
New York
$14.3M +$82K +1,452 +0.6%
IP
147
Indivisible Partners
Florida
$14.2M -$815K -14,424 -5%
PWM
148
Prentice Wealth Management
New York
$14.2M +$548K +9,704 +4%
RIM
149
Rakuten Investment Management
Japan
$14.2M +$14.2M +251,534 New
WIA
150
World Investment Advisors
California
$14.2M +$84K +1,488 +0.6%

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.