We are live on ! Find out more
JEPI icon

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
Morgan Stanley
1
Morgan Stanley
New York
$2.75B +$70.3M +1,244,985 +3%
Bank of America
2
Bank of America
North Carolina
$1.68B -$71.2M -1,260,469 -4%
Wells Fargo
3
Wells Fargo
California
$977M +$53.5M +948,008 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$639M +$8.29M +146,792 +1%
LPL Financial
5
LPL Financial
California
$585M +$177M +3,139,525 +43%
Raymond James Financial
6
Raymond James Financial
Florida
$496M +$12.5M +221,091 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$453M -$19.6M -346,992 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$390M +$46.6M +825,754 +14%
UBS Group
9
UBS Group
Switzerland
$369M -$13.4M -236,613 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$329M -$363M -6,434,584 -52%
Osaic Holdings
11
Osaic Holdings
Arizona
$327M +$21.1M +373,774 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$221M -$25.5M -451,482 -10%
RIG
13
RiverFront Investment Group
Virginia
$199M -$38.6M -684,091 -16%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$193M +$21.9M +388,603 +13%
MML Investors Services
15
MML Investors Services
Massachusetts
$188M +$32.7M +578,613 +21%
CBU
16
CIBC Bancorp USA
Illinois
$165M -$1.83M -32,336 -1%
CWS
17
Confluence Wealth Services
Pennsylvania
$159M +$26.2M +463,260 +20%
Stifel Financial
18
Stifel Financial
Missouri
$157M -$2.6M -46,073 -2%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$151M +$1.9M +33,569 +1%
EH
20
Equitable Holdings
New York
$142M +$22M +389,284 +18%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$133M -$25.5M -451,379 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$131M +$15.2M +269,254 +13%
HighTower Advisors
23
HighTower Advisors
Illinois
$124M -$41.2M -730,013 -25%
CA
24
Cornerstone Advisory
Maryland
$117M +$2.75M +48,703 +2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$115M +$6.23M +110,311 +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.