Who owns JEPI?
JPMorgan Equity Premium Income ETF · JPMorgan
1,408 institutions reported holding JEPI, worth $18.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JEPI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $2.8B | 48,733,339 | +1,244,985 shares |
| Bank of America Corp. | Charlotte, NC | $1.7B | 29,737,195 | −1,260,469 shares |
| Wells Fargo & Company | San Francisco, CA | $977.4M | 17,305,015 | +948,008 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $638.9M | 11,312,713 | +146,792 shares |
| LPL Financial LLC | Fort Mill, SC | $585.3M | 10,363,670 | +3,139,525 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $495.6M | 8,775,532 | +221,091 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $452.9M | 8,019,277 | −346,992 shares |
| Cetera Investment Advisers | Schaumburg, IL | $390.3M | 6,909,528 | +825,754 shares |
| UBS Group AG | Zurich, Switzerland | $369.0M | 6,532,936 | −236,613 shares |
| JPMorgan Chase & Co | New York, NY | $329.5M | 5,838,036 | −6,434,584 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JEPI?
1,408 institutional managers reported holding JEPI in Form 13F filings for June 30, 2026, worth $18.3B in total. The largest reported position was held by Morgan Stanley, at $2.8B.
Did institutions buy or sell JEPI last quarter?
Reported 13F value fell 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 136 firms reported a new position and 91 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JEPI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.