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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
KWM
151
Kingsview Wealth Management
Oregon
$14M +$101K +1,785 +0.7%
TLP
152
Trinity Legacy Partners
Texas
$13.9M +$434K +7,688 +3%
SWMP
153
Signature Wealth Management Partners
New Jersey
$13.8M -$172K -3,044 -1%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$13.6M -$9.99M -176,948 -42%
FA
155
Fermata Advisors
California
$13.6M -$190K -3,368 -1%
KWA
156
Kingswood Wealth Advisors
California
$13.4M +$482K +8,528 +4%
JAWA
157
John A. Wolfe & Associates
Michigan
$13.2M +$1.5M +26,615 +13%
MBTD
158
Mechanics Bank - Trust Department
California
$13M -$1.4M -24,832 -10%
MFG
159
MTM Financial Group
Pennsylvania
$12.9M +$1.13M +19,957 +10%
SCA
160
St. Clair Advisors
Ohio
$12.8M -$3.02M -53,509 -19%
WHG
161
Westwood Holdings Group
Texas
$12.7M +$216K +3,825 +2%
CB
162
Community Bank
New York
$12.7M +$7.91K +140 +0.1%
IAS
163
Investment Advisory Services
Texas
$12.6M -$2.29M -40,556 -15%
WS
164
Wedbush Securities
California
$12.6M +$817K +14,474 +7%
IWA
165
IVC Wealth Advisors
Pennsylvania
$12.6M +$198K +3,507 +2%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$12.3M +$3.41M +60,321 +38%
FGG
167
Financial Guidance Group
Florida
$12.3M -$384K -6,796 -3%
CIA
168
Concurrent Investment Advisors
Florida
$12.2M +$2.98M +52,719 +32%
ACG
169
Allen Capital Group
Nebraska
$12.2M -$1.59M -28,148 -11%
SF
170
Summit Financial
New Jersey
$12.2M -$1.32M -23,312 -10%
BAM
171
Belpointe Asset Management
Nevada
$12.2M +$984K +17,428 +9%
NRI
172
NFP Retirement Inc
California
$11.9M +$834K +14,761 +8%
VA
173
Valmark Advisers
Ohio
$11.8M +$3.66M +64,836 +45%
UB
174
UMB Bank
Missouri
$11.8M -$114K -2,021 -1%
DAS
175
Dynamic Advisor Solutions
Arizona
$11.8M -$1.44M -25,469 -11%

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.