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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
ZBNA
1476
Zions Bancorporation, National Association
Utah
-$31.2K -550 Closed
POIA
1477
Pin Oak Investment Advisors
Texas
-$31K -544 Closed
DWP
1478
Destiny Wealth Partners
Florida
-$29.3K -518 Closed
VFM
1479
Vision Financial Markets
Connecticut
-$27.8K -491 Closed
BOJHT
1480
Bank of Jackson Hole Trust
Wyoming
-$27.4K -483 Closed
CAM
1481
Clarity Asset Management
Iowa
-$25.9K -457 Closed
CI
1482
CX Institutional
Indiana
-$21K -373 Closed
PAI
1483
Pittenger & Anderson Inc
Nebraska
-$20.5K -362 Closed
RMC
1484
Resources Management Corp
Connecticut
-$20K -353 Closed
HWA
1485
Heritage Wealth Advisors
Virginia
-$17.8K -314 Closed
RFP
1486
Root Financial Partners
California
-$15.4K -272 Closed
LAS
1487
Lloyd Advisory Services
Georgia
-$14.2K -250 Closed
RF
1488
Robinswood Financial
Washington
-$12.3K -217 Closed
AIP
1489
Ameritas Investment Partners
Nebraska
-$12K -212 Closed
LAM
1490
Lummis Asset Management
Texas
-$9.24K -163 Closed
PWMA
1491
Pension & Wealth Management Advisors
Massachusetts
-$9.28K -163 Closed
OA
1492
Operose Advisors
Wisconsin
-$6.41K -113 Closed
TLFA
1493
True Link Financial Advisors
California
-$5.33K -94 Closed
FCAS
1494
First Command Advisory Services
Texas
-$2.95K -52 Closed
SA
1495
Scarborough Advisors
Maryland
-$2.78K -49 Closed
CSWG
1496
Cardinal Strategic Wealth Guidance
Kentucky
-$2.61K -46 Closed
Vanguard Advisers Inc
1497
Vanguard Advisers Inc
Pennsylvania
-$2.21K -39 Closed
MAM
1498
Morse Asset Management
Connecticut
-$907 -16 Closed
PWA
1499
Portus Wealth Advisors
North Carolina
-$416 -7 Closed
GKIM
1500
GW&K Investment Management
Massachusetts
+$169 +3 New

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.