JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2026 (March 31)1,416holders +28
112new positions
84sold out
5famous investors
$56.60avg. 13F price*
At the end of Q1 2026, 1,416 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 28 from Q4 2025. 112 opened new positions and 84 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.8B) and Wells Fargo & Company ($927.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $107.9M |
| Exits | 84 | $92.9M |
All 13F filers, Q4 2025 → Q1 2026: 29,138,147 shares bought and 11,618,369 shares sold, net +17,519,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,416 holders
| Morgan Stanley | 0.16% | Add +0.5% | 47,488,354 | $2.7B |
| Bank of America Corp. | 0.13% | Reduce -2.6% | 30,997,664 | $1.8B |
| Wells Fargo & Company | 0.19% | Reduce -2.7% | 16,357,007 | $927.1M |
| JPMorgan Chase & Co. | 0.05% | Add +114.3% | 12,272,620 | $683.0M |
| Envestnet Asset Management Inc. | 0.17% | Add +12.9% | 11,165,921 | $632.9M |
| Raymond James Financial Inc. | 0.15% | Add +5.6% | 8,554,441 | $484.9M |
| Royal Bank of Canada | 0.09% | Add +5.7% | 8,366,269 | $474.2M |
| LPL Financial LLC | 0.11% | Add +73.0% | 7,224,145 | $409.5M |
| Nationwide Fund Advisors | 17.14% | Reduce -2.5% | 6,910,894 | $391.7M |
| UBS Group AG | 0.07% | Reduce -5.7% | 6,769,549 | $383.7M |
| Cetera Investment Advisers | 0.37% | Add +10.0% | 6,083,774 | $344.8M |
| Osaic Holdings, Inc. | 0.45% | Reduce -4.8% | 5,419,221 | $307.2M |
| Commonwealth Equity Services, LLC | 0.35% | Add +2.6% | 4,364,248 | $247.4M |
| RiverFront Investment Group, LLC | 3.69% | Add +10.6% | 4,208,706 | $238.5M |
| Jones Financial Companies LLLP | 0.08% | Add +20.5% | 3,042,219 | $169.0M |
| CIBC Bancorp USA Inc. | 0.23% | — | 2,948,363 | $166.7M |
| HighTower Advisors, LLC | 0.18% | Add +1.4% | 2,921,309 | $165.6M |
| Stifel Financial Corp. | 0.15% | Reduce -0.3% | 2,821,484 | $159.9M |
| Janney Montgomery Scott LLC | 0.39% | Add +4.0% | 2,800,288 | $158.7M |
| MML Investors Services, LLC | 0.43% | Reduce -10.5% | 2,741,652 | $155.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -12.1% | 2,639,710 | $149.6M |
| Confluence Wealth Services, Inc. | 5.18% | Add +11.4% | 2,356,270 | $133.6M |
| Equitable Holdings, Inc. | 0.75% | Add +15.7% | 2,144,440 | $116.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.0% | 2,050,260 | $116.2M |
| Cornerstone Advisory, LLC | 10.90% | Add +3.5% | 2,030,560 | $115.1M |
| PNC Financial Services Group, Inc. | 0.06% | Add +16.9% | 1,929,732 | $109.4M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -7.1% | 1,839,578 | $104.3M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -6.1% | 1,778,164 | $100.8M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -2.4% | 1,713,220 | $97.1M |
| First Foundation Advisors | 3.60% | Add +4.3% | 1,576,054 | $89.3M |
| Capital Advisors Inc. | 1.41% | Add +39.6% | 1,543,963 | $87.5M |
| Enstar Group LTD | 40.13% | No change | 1,539,025 | $87.2M |
| FAS Wealth Partners, Inc. | 5.40% | Reduce -1.4% | 1,530,376 | $86.7M |
| Hamilton Capital, LLC | 4.17% | Add +5.6% | 1,419,817 | $80.5M |
| Prosperity Consulting Group, LLC | 3.46% | Add +7.1% | 1,370,824 | $77.7M |
| Cwm, LLC | 0.20% | Reduce -17.1% | 1,369,852 | $77.6M |
| Allworth Financial LP | 0.30% | Add +5.5% | 1,293,806 | $73.3M |
| Atlantic Union Bankshares Corp | 1.39% | Add +25.8% | 1,279,991 | $72.5M |
| Clearstead Advisors, LLC | 0.64% | Reduce -5.0% | 1,235,426 | $70.0M |
| Focus Partners Wealth | 0.07% | Add +7.3% | 1,087,203 | $61.6M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +2.8% | 1,038,077 | $58.8M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 1,007,668 | $57.1M |
| Truist Financial Corp. | 0.08% | Add +3.6% | 994,375 | $56.4M |
| Cary Street Partners Financial LLC | 1.37% | Add +5.0% | 975,186 | $55.3M |
| Traynor Capital Management, Inc. | 3.29% | Add +6.0% | 993,025 | $55.3M |
| SHP Wealth Management | 4.03% | Add +25.7% | 941,864 | $53.4M |
| Pinnacle Financial Partners, Inc. | 0.40% | Reduce -0.3% | 925,552 | $52.5M |
| Foguth Wealth Management, LLC. | 6.01% | Add +366.7% | 919,518 | $51.5M |
| Brookstone Capital Management | 0.58% | Add +4.9% | 902,434 | $51.1M |
| HUB Investment Partners, LLC | 1.16% | Add +15.3% | 836,279 | $47.4M |
| Nottingham Advisors, Inc. | 5.96% | Add +21.6% | 816,880 | $46.3M |
| Apollon Wealth Management, LLC | 0.74% | Add +8.3% | 804,512 | $45.6M |
| NewEdge Advisors, LLC | 0.16% | Add +14.2% | 778,360 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -44.0% | 769,455 | $43.4M |
| Kathmere Capital Management, LLC | 2.66% | Add +3.2% | 755,967 | $42.8M |
| Baird Financial Group, Inc. | 0.06% | Reduce -27.7% | 729,907 | $41.4M |
| Oakworth Capital, Inc. | 2.18% | Add +1.9% | 726,571 | $41.2M |
| Pinnacle Associates Ltd. | 0.52% | Add +5.3% | 717,528 | $40.7M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +49.1% | 709,422 | $40.2M |
| MAI Capital Management | 0.22% | Add +5.7% | 684,459 | $38.8M |
| &partners | 0.18% | Add +2.7% | 659,626 | $37.3M |
| Lebenthal Global Advisors, LLC | 5.33% | Reduce -15.6% | 646,487 | $36.6M |
| Kestra Private Wealth Services, LLC | 0.45% | Reduce -1.9% | 644,712 | $36.5M |
| First Financial Bank - Trust Division | 2.91% | Add +5.2% | 636,728 | $36.1M |
| Mariner, LLC | 0.04% | Add +22.4% | 609,009 | $34.5M |
| Stephens Inc. | 0.43% | Reduce -1.9% | 608,099 | $34.5M |
| Arkadios Wealth Advisors | 0.57% | Add +390.1% | 606,352 | $34.4M |
| Coastal Bridge Advisors, LLC | 2.39% | Reduce -1.3% | 596,392 | $33.8M |
| Cerity Partners LLC | 0.04% | Add +16.5% | 547,521 | $31.0M |
| Waverly Advisors, LLC | 0.23% | Add +54.6% | 544,854 | $30.9M |
| Capital Investment Advisors, LLC | 0.45% | Reduce -9.1% | 541,224 | $30.7M |
| Bouchey Financial Group, Ltd. | 2.24% | Add +2.4% | 529,383 | $30.6M |
| Integrated Wealth Concepts LLC | 0.24% | Add +52.5% | 534,301 | $30.3M |
| Rational Advisors, Inc. | 3.29% | Add +11.4% | 534,014 | $30.3M |
| Cornerstone Enterprises, LLC | 15.05% | Reduce -1.7% | 533,898 | $30.3M |
| Sterling Investment Counsel, LLC | 8.46% | Add +9.5% | 532,358 | $30.2M |
| J.W. Cole Advisors, Inc. | 1.00% | Add +3.5% | 524,978 | $29.8M |
| Bokf, NA | 0.44% | Add +3.2% | 502,821 | $28.5M |
| Prime Capital Investment Advisors, LLC | 0.33% | Add +165.8% | 500,267 | $28.4M |
| Horizon Advisory Services, Inc. | 14.38% | Add +1.8% | 495,128 | $28.1M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -3.6% | 485,575 | $27.5M |
| Citigroup Inc. | 0.02% | Add +13.3% | 475,324 | $26.9M |
| Midwest Trust Co | 0.33% | Add +8.8% | 471,546 | $26.7M |
| DAVENPORT & Co LLC | 0.15% | Add +4.0% | 468,740 | $26.6M |
| Aptus Capital Advisors, LLC | 0.22% | Reduce -0.3% | 464,690 | $26.3M |
| Wagner Wealth Management, LLC | 5.31% | Add +3.3% | 464,137 | $26.3M |
| Lido Advisors, LLC | 0.10% | Add +14.9% | 463,452 | $26.3M |
| Prospera Financial Services Inc | 0.42% | Add +1.0% | 459,668 | $26.1M |
| New York Life Investment Management LLC | 0.22% | Reduce -37.2% | 456,638 | $25.9M |
| Elevation Point Wealth Partners, LLC | 0.59% | Add +1191.6% | 434,984 | $24.7M |
| Orrstown Financial Services Inc. | 4.11% | Add +5.0% | 432,989 | $24.5M |
| HBW Advisory Services LLC | 2.59% | Reduce -6.0% | 432,895 | $24.5M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +1019.7% | 432,461 | $24.5M |
| Wealthcare Advisory Partners LLC | 0.46% | Add +47.2% | 417,797 | $23.7M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.54% | No change | 415,000 | $23.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.60% | Add +7.8% | 411,924 | $23.3M |
| Principal Securities, Inc. | 0.34% | Reduce -21.9% | 411,371 | $23.3M |
| Curran Financial Partners, LLC | 4.12% | Add +9.7% | 405,584 | $23.0M |
| Melia Wealth LLC | 11.06% | Add +3.1% | 403,016 | $22.8M |
| Avantax Planning Partners, Inc. | 0.62% | Add +2.5% | 395,348 | $22.4M |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.