JPMorgan Equity Premium Income ETF (JEPI)
ETF ยท NYSE Arca
JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 20, 2020.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- May 20, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 1,398 institutions reported holding JEPI, with 319.5 million shares worth $18.1 billion in aggregate. The largest reported holder was Morgan Stanley, with 48.7 million shares worth $2.8 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 48,733,339 | $2.8B | Added 2.62% |
| Bank of America | 29,737,195 | $1.7B | Reduced 4.07% |
| Wells Fargo & Company/MN | 17,305,015 | $977M | Added 5.8% |
| Envestnet Asset Management | 11,312,713 | $639M | Added 1.31% |
| Lpl Financial | 10,363,670 | $585M | Added 43.46% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is JEPI?
JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 20, 2020.
Who are the largest institutional holders of JEPI?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JEPI were Morgan Stanley, Bank of America and Wells Fargo & Company/MN.
How many institutions own JEPI?
1,398 institutions reported a position in JEPI for the quarter ended June 30, 2026, worth $18.1 billion in total.
Did institutions buy or sell JEPI last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for JEPI.
Every reported institutional holder, plus insider and congressional trades in JEPI, on SentiSense.