JPMORGAN EQUITY PREMIUM INCO JEPI
$56.71
+1.1% 52w: $53.07 – $58.23
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data53.0755.6558.23
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.4K
+25 QoQ
13F value
$18.86B
+4.1% QoQ
Smart-money holders
51
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
1.0×
$58.0M calls / $55.5M puts
Institutional value by quarter
Number of holders
Who owns JEPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 47.5M | $2.69B | 0.2% | +0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 31.0M | $1.76B | 0.1% | -2.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 16.4M | $927.1M | 0.2% | -2.7% |
| JPMORGAN CHASE & CO | Bank broker | 12.3M | $683.0M | 0.0% | +114.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 11.2M | $632.9M | 0.2% | +12.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.6M | $484.9M | 0.1% | +5.6% |
| ROYAL BANK OF CANADA | Bank broker | 8.4M | $474.2M | 0.1% | +5.7% |
| LPL Financial LLC | Bank broker | 7.2M | $409.5M | 0.1% | +73.0% |
| Nationwide Fund Advisors | Wealth advisor | 6.9M | $391.7M | — | -2.5% |
| UBS Group AG | Bank broker | 6.8M | $383.7M | 0.1% | -5.7% |
| Cetera Investment Advisers | Wealth advisor | 6.1M | $344.8M | 0.4% | +10.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.4M | $307.2M | 0.4% | -4.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.4M | $247.4M | 0.3% | +2.6% |
| RiverFront Investment Group, LLC | Wealth advisor | 4.2M | $238.5M | 3.7% | +10.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $169.0M | 0.1% | +20.5% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 2.9M | $166.7M | 0.2% | — |
| HighTower Advisors, LLC | Diversified mechanical | 2.9M | $165.6M | 0.2% | +1.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.8M | $159.9M | 0.1% | -0.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.8M | $158.7M | — | +4.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.7M | $155.4M | 0.4% | -10.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.6M | $149.6M | 0.1% | -12.1% |
| Confluence Wealth Services, Inc. | Wealth advisor | 2.4M | $133.6M | 5.2% | +11.4% |
| Equitable Holdings, Inc. | Wealth advisor | 2.1M | $116.4M | 0.7% | +15.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.1M | $116.2M | 0.0% | -4.0% |
| Cornerstone Advisory, LLC | Wealth advisor | 2.0M | $115.1M | 10.9% | +3.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.9M | $109.4M | 0.1% | +16.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.8M | $104.3M | 0.4% | -7.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.8M | $100.8M | 0.3% | -6.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.7M | $97.1M | 0.2% | -2.4% |
| FIRST FOUNDATION ADVISORS | Other | 1.6M | $89.3M | 3.6% | +4.3% |
| CAPITAL ADVISORS INC/OK | Other | 1.5M | $87.5M | 1.4% | +39.6% |
| Enstar Group LTD | Other | 1.5M | $87.2M | — | Held |
| FAS Wealth Partners, Inc. | Wealth advisor | 1.5M | $86.7M | 5.4% | -1.4% |
| Hamilton Capital, LLC | Wealth advisor | 1.4M | $80.5M | — | +5.6% |
| Prosperity Consulting Group, LLC | Wealth advisor | 1.4M | $77.7M | 3.5% | +7.1% |
| CWM, LLC | Wealth advisor | 1.4M | $77.6M | 0.2% | -17.1% |
| Allworth Financial LP | Wealth advisor | 1.3M | $73.3M | 0.3% | +5.5% |
| Atlantic Union Bankshares Corp | Other | 1.3M | $72.5M | 1.4% | +25.8% |
| Clearstead Advisors, LLC | Wealth advisor | 1.2M | $70.0M | 0.6% | -5.0% |
| Focus Partners Wealth | Wealth advisor | 1.1M | $61.6M | 0.1% | +7.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.0M | $58.8M | 0.3% | +2.8% |
| FRANKLIN RESOURCES INC | Long only active | 1.0M | $57.1M | 0.0% | +1.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 994.4K | $56.4M | 0.1% | +3.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 975.2K | $55.3M | 1.4% | +5.0% |
| Traynor Capital Management, Inc. | Other | 993.0K | $55.3M | 3.3% | +6.0% |
| SHP Wealth Management | Wealth advisor | 941.9K | $53.4M | 4.0% | +25.7% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 925.6K | $52.5M | 0.4% | -0.3% |
| Foguth Wealth Management, LLC. | Wealth advisor | 919.5K | $51.5M | 6.0% | +366.7% |
| Brookstone Capital Management | Wealth advisor | 902.4K | $51.1M | 0.6% | +4.9% |
| HUB Investment Partners, LLC | Other | 836.3K | $47.4M | 1.2% | +15.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.