JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2026 (June 30)1,416holders
104new positions
92sold out
5famous investors
$56.49avg. 13F price*
At the end of Q2 2026, 1,416 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, unchanged from Q1 2026. 104 opened new positions and 92 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($1.7B) and Wells Fargo & Company ($977.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $79.7M |
| Exits | 92 | $466.4M |
All 13F filers, Q1 2026 → Q2 2026: 19,600,906 shares bought and 28,814,590 shares sold, net −9,213,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,416 holders
| Morgan Stanley | 0.15% | Add +2.6% | 48,733,339 | $2.8B |
| Bank of America Corp. | 0.11% | Reduce -4.1% | 29,737,195 | $1.7B |
| Wells Fargo & Company | 0.17% | Add +5.8% | 17,305,015 | $977.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +1.3% | 11,312,713 | $638.9M |
| LPL Financial LLC | 0.13% | Add +43.5% | 10,363,670 | $585.3M |
| Raymond James Financial Inc. | 0.13% | Add +2.6% | 8,775,532 | $495.6M |
| Royal Bank of Canada | 0.08% | Reduce -4.2% | 8,019,277 | $452.9M |
| Cetera Investment Advisers | 0.36% | Add +13.6% | 6,909,528 | $390.3M |
| UBS Group AG | 0.06% | Reduce -3.5% | 6,532,936 | $369.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -52.4% | 5,838,036 | $329.5M |
| Osaic Holdings, Inc. | 0.38% | Add +6.9% | 5,792,995 | $327.3M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -10.3% | 3,912,766 | $221.0M |
| RiverFront Investment Group, LLC | 2.63% | Reduce -16.3% | 3,524,615 | $199.1M |
| Jones Financial Companies LLLP | 0.08% | Add +12.8% | 3,430,822 | $192.7M |
| MML Investors Services, LLC | 0.38% | Add +21.1% | 3,320,265 | $187.5M |
| CIBC Bancorp USA Inc. | 0.20% | Reduce -1.1% | 2,916,027 | $165.2M |
| Confluence Wealth Services, Inc. | 4.55% | Add +19.7% | 2,819,530 | $159.2M |
| Stifel Financial Corp. | 0.13% | Reduce -1.6% | 2,775,411 | $156.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.3% | 2,673,279 | $151.0M |
| Equitable Holdings, Inc. | 0.85% | Add +18.1% | 2,533,724 | $142.4M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -16.1% | 2,348,909 | $132.7M |
| Bank of New York Mellon Corp | 0.02% | Add +13.1% | 2,319,514 | $131.0M |
| HighTower Advisors, LLC | 0.12% | Reduce -25.0% | 2,191,296 | $123.8M |
| Cornerstone Advisory, LLC | 9.75% | Add +2.4% | 2,079,263 | $117.4M |
| PNC Financial Services Group, Inc. | 0.06% | Add +5.7% | 2,040,043 | $115.2M |
| Kestra Advisory Services, LLC | 0.37% | Add +10.7% | 2,036,649 | $115.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +6.1% | 1,886,983 | $106.6M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -1.0% | 1,695,337 | $95.8M |
| FAS Wealth Partners, Inc. | 4.91% | Add +8.9% | 1,666,456 | $94.1M |
| First Foundation Advisors | 3.19% | Reduce -0.5% | 1,568,542 | $88.6M |
| Enstar Group LTD | 40.18% | No change | 1,539,025 | $86.9M |
| Hamilton Capital, LLC | 4.08% | Add +2.8% | 1,458,926 | $82.4M |
| Atlantic Union Bankshares Corp | 1.33% | Add +9.9% | 1,406,429 | $79.4M |
| Prosperity Consulting Group, LLC | 3.00% | Add +2.2% | 1,401,148 | $79.1M |
| Allworth Financial LP | 0.33% | Add +4.5% | 1,352,162 | $76.4M |
| Clearstead Advisors, LLC | 0.66% | Add +0.6% | 1,243,285 | $70.2M |
| Focus Partners Wealth | 0.07% | Add +7.6% | 1,169,609 | $66.1M |
| NewEdge Advisors, LLC | 0.18% | Add +41.0% | 1,097,283 | $62.0M |
| SHP Wealth Management | 4.07% | Add +11.2% | 1,047,209 | $59.1M |
| Traynor Capital Management, Inc. | 2.77% | Add +5.2% | 1,044,284 | $59.0M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 1,023,352 | $57.8M |
| Foguth Wealth Management, LLC. | 6.41% | Add +8.6% | 998,741 | $56.3M |
| Steward Partners Investment Advisory, LLC | 0.29% | Reduce -4.7% | 989,010 | $55.9M |
| Truist Financial Corp. | 0.07% | Reduce -3.1% | 963,150 | $54.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +29.3% | 917,272 | $51.8M |
| Apollon Wealth Management, LLC | 0.63% | Add +13.3% | 911,781 | $51.5M |
| Cary Street Partners Financial LLC | 1.09% | Reduce -9.4% | 883,142 | $49.9M |
| Private Advisor Group, LLC | 0.23% | Add +245.0% | 875,331 | $49.4M |
| HUB Investment Partners, LLC | 0.90% | Add +3.2% | 862,892 | $48.7M |
| Kathmere Capital Management, LLC | 2.58% | Add +13.6% | 858,562 | $48.5M |
| Nottingham Advisors, Inc. | 5.74% | Reduce -11.8% | 720,889 | $48.0M |
| Brookstone Capital Management | 0.48% | Reduce -6.8% | 840,573 | $47.5M |
| Pinnacle Financial Partners, Inc. | 0.30% | Reduce -14.9% | 787,470 | $44.5M |
| MAI Capital Management | 0.17% | Add +13.8% | 779,214 | $44.0M |
| Oakworth Capital, Inc. | 2.04% | Add +4.9% | 761,974 | $42.9M |
| First Financial Bank - Trust Division | 2.95% | Add +14.8% | 731,100 | $41.3M |
| Pinnacle Associates Ltd. | 0.45% | Add +1.6% | 728,737 | $41.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -7.2% | 677,213 | $38.2M |
| &partners | 0.15% | Add +0.7% | 664,513 | $37.6M |
| Kestra Private Wealth Services, LLC | 0.40% | Add +0.9% | 650,697 | $36.8M |
| Horizon Advisory Services, Inc. | 15.32% | Add +29.9% | 643,054 | $36.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -18.9% | 623,950 | $35.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 2.03% | Add +48.7% | 617,000 | $34.8M |
| Stephens Inc. | 0.39% | Add +1.1% | 614,920 | $34.7M |
| Coastal Bridge Advisors, LLC | 2.11% | Add +1.1% | 603,065 | $34.1M |
| Hilton Capital Management, LLC | 2.33% | Add +54.0% | 602,758 | $34.0M |
| Cornerstone Enterprises, LLC | 14.62% | Add +6.3% | 567,410 | $32.0M |
| Mariner, LLC | 0.03% | Reduce -7.8% | 561,809 | $31.7M |
| Integrated Wealth Concepts LLC | 0.21% | Add +4.0% | 555,924 | $31.4M |
| Cerity Partners LLC | 0.04% | Add +1.0% | 553,071 | $31.2M |
| Sterling Investment Counsel, LLC | 7.33% | Add +3.5% | 551,241 | $31.1M |
| Bouchey Financial Group, Ltd. | 2.01% | Add +4.1% | 551,039 | $31.1M |
| Citigroup Inc. | 0.01% | Add +14.1% | 542,338 | $30.6M |
| Bokf, NA | 0.41% | Add +4.9% | 527,355 | $29.8M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +4.8% | 524,142 | $29.6M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -4.2% | 518,469 | $29.3M |
| DAVENPORT & Co LLC | 0.15% | Add +10.1% | 516,205 | $29.2M |
| Requisite Capital Management, LLC | 4.76% | Add +73.8% | 509,299 | $28.8M |
| Lido Advisors, LLC | 0.10% | Add +8.8% | 503,990 | $28.5M |
| Rational Advisors, Inc. | 2.72% | Reduce -6.5% | 499,379 | $28.2M |
| Wagner Wealth Management, LLC | 5.04% | Add +4.0% | 482,619 | $27.3M |
| Curran Financial Partners, LLC | 3.88% | Add +13.8% | 461,348 | $26.1M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -8.2% | 446,014 | $25.2M |
| Midwest Trust Co | 0.28% | Reduce -5.7% | 444,524 | $25.1M |
| Orrstown Financial Services Inc. | 3.72% | Add +2.4% | 443,484 | $25.0M |
| Aptus Capital Advisors, LLC | 0.18% | Reduce -5.3% | 440,188 | $24.9M |
| Arax Advisory Partners | 0.16% | Add +120.7% | 432,321 | $24.4M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +20.9% | 430,218 | $24.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.44% | Add +4.1% | 428,862 | $24.2M |
| Global Wealth Management Investment Advisory, Inc. | 3.41% | Add +9.6% | 423,919 | $23.9M |
| Prospera Financial Services Inc | 0.35% | Reduce -7.8% | 423,847 | $23.9M |
| Avantax Planning Partners, Inc. | 0.58% | Add +5.2% | 415,889 | $23.5M |
| HBW Advisory Services LLC | 2.12% | Reduce -4.2% | 414,559 | $23.4M |
| Captrust Financial Advisors | 0.04% | Add +5.1% | 406,844 | $23.0M |
| Melia Wealth LLC | 13.16% | Add +0.4% | 404,606 | $22.9M |
| J.W. Cole Advisors, Inc. | 0.38% | Reduce -25.5% | 391,298 | $22.1M |
| TigerOak Management, L.L.C. | 6.13% | Add +1.0% | 386,664 | $21.8M |
| Chicago Partners Investment Group LLC | 0.43% | Add +2.4% | 382,036 | $21.6M |
| Oppenheimer & Co. Inc. | 0.23% | Add +21.7% | 378,385 | $21.4M |
| Wealthfront Advisers LLC | 0.04% | Add +40.4% | 375,490 | $21.2M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.