Who owns JPMorgan Equity Premium Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JEPI from SEC Form 13F filings across 1,416 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,416 institutions disclosed 322.0M shares of JPMorgan Equity Premium Income ETF worth $18.19B — about 41.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
1,416
13F holders
$18.19B
value, 2026 filers
41.3%
of shares outstanding (322.0M sh)
148
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JEPI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 48.7M | $2.75B | 0.1% | 6.3% | +2.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 29.7M | $1.68B | 0.1% | 3.8% | -4.1% |
| 3 | WELLS FARGO & COMPANY/MN | 17.3M | $977.4M | 0.2% | 2.2% | +5.8% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 11.3M | $638.9M | 0.2% | 1.5% | +1.3% |
| 5 | LPL Financial LLC | 10.4M | $585.3M | 0.1% | 1.3% | +43.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 8.8M | $495.6M | 0.1% | 1.1% | +2.6% |
| 7 | ROYAL BANK OF CANADA | 8.0M | $452.9M | 0.1% | 1% | -4.1% |
| 8 | Cetera Investment Advisers | 6.9M | $390.3M | 0.4% | 0.9% | +13.6% |
| 9 | UBS Group AG | 6.5M | $369.0M | 0.0% | 0.8% | -3.5% |
| 10 | JPMORGAN CHASE & CO | 5.8M | $329.5M | 0.0% | 0.7% | -52.4% |
| 11 | OSAIC HOLDINGS, INC. | 5.8M | $327.3M | 0.4% | 0.7% | +6.9% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 3.9M | $221.0M | 0.3% | 0.5% | -10.3% |
| 13 | RiverFront Investment Group, LLC | 3.5M | $199.1M | 2.6% | 0.5% | -16.3% |
| 14 | JONES FINANCIAL COMPANIES LLLP | 3.4M | $192.7M | 0.1% | 0.4% | +12.8% |
| 15 | MML INVESTORS SERVICES, LLC | 3.3M | $187.5M | 0.4% | 0.4% | +21.1% |
| 16 | CIBC Bancorp USA Inc. | 2.9M | $165.2M | 0.2% | 0.4% | -1.1% |
| 17 | Confluence Wealth Services, Inc. | 2.8M | $159.2M | 4.6% | 0.4% | +19.7% |
| 18 | STIFEL FINANCIAL CORP | 2.8M | $156.8M | 0.1% | 0.4% | -1.6% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7M | $151.0M | 0.1% | 0.3% | +1.3% |
| 20 | Equitable Holdings, Inc. | 2.5M | $142.4M | 0.9% | 0.3% | +18.2% |
| 21 | Janney Montgomery Scott LLC | 2.3M | $132.7M | 0.3% | 0.3% | -16.1% |
| 22 | Bank of New York Mellon Corp | 2.3M | $131.0M | 0.0% | 0.3% | +13.1% |
| 23 | HighTower Advisors, LLC | 2.2M | $123.8M | 0.1% | 0.3% | -25.0% |
| 24 | Cornerstone Advisory, LLC | 2.1M | $117.4M | 9.7% | 0.3% | +2.4% |
| 25 | PNC Financial Services Group, Inc. | 2.0M | $115.2M | 0.1% | 0.3% | +5.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.