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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
GAA
201
Global Assets Advisory
Florida
$9.85M +$338K +5,980 +4%
AWA
202
Arkadios Wealth Advisors
Georgia
$9.79M -$24.5M -432,948 -71%
SFG
203
SageGuard Financial Group
Tennessee
$9.73M -$2.93M -51,907 -23%
FMI
204
F/M Investments
District of Columbia
$9.68M -$650K -11,505 -6%
EB
205
Eastern Bank
Massachusetts
$9.64M +$2.2M +39,019 +30%
CTC
206
Central Trust Company
Missouri
$9.58M +$113K +2,004 +1%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$9.49M -$227K -4,015 -2%
IA
208
Integrity Alliance
Iowa
$9.48M +$554K +9,812 +6%
HAIM
209
Hunter Associates Investment Management
Pennsylvania
$9.39M +$506K +8,958 +6%
KF
210
Krilogy Financial
Missouri
$9.35M +$277K +4,904 +3%
SCA
211
Scott Capital Advisors
Oregon
$9.18M +$265K +4,697 +3%
FNBOO
212
First National Bank of Omaha
Nebraska
$9.18M +$16.5K +293 +0.2%
DC
213
DeDora Capital
California
$9.01M +$1.02M +18,135 +13%
GBWM
214
Granite Bay Wealth Management
New Hampshire
$8.95M +$8.95M +158,475 New
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$8.95M -$8.79M -155,659 -50%
MFG
216
Merit Financial Group
Georgia
$8.91M -$1.1M -19,410 -11%
FFO
217
Fiduciary Family Office
Florida
$8.84M -$973K -17,230 -10%
BCA
218
Bay Colony Advisors
Massachusetts
$8.84M -$1.03M -18,214 -10%
PCFFS
219
Pacific Center for Financial Services
California
$8.72M -$12.8K -227 -0.1%
MOS
220
MGO One Seven
Ohio
$8.68M -$7.97M -141,148 -48%
FW
221
Fairway Wealth
Ohio
$8.62M +$178K +3,149 +2%
IAIM
222
International Assets Investment Management
Florida
$8.43M -$638K -11,291 -7%
NCM
223
NCM Capital Management
New Jersey
$8.41M +$238K +4,213 +3%
HNWAG
224
High Net Worth Advisory Group
Florida
$8.34M -$919K -16,267 -10%
SIAP
225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.31M +$292K +5,171 +4%

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.