JPMORGAN EQUITY PREMIUM INCO

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JEPI·46641Q332·US·ETF·Unknown - Unknown

JEPI (JPMORGAN EQUITY PREMIUM INCO) is held by 115 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($2.8B), BANK OF AMERICA CORP /DE/ ($1.7B), WELLS FARGO & COMPANY/MN ($977.4M). Net institutional sentiment: Mixed.

115

Holders

(17 Elite)

$11.9B

Total Value

57% (117)

Consensus

67 buying - 50 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)57

Activist (13D/13G)48

Congressional (STOCK Act)54

Holder Quality

69

★★★★★

Elite

41

★★★★

Strong

77

★★★

Solid

35

★★

Below

74

★

Weak

Held by 115 funds

17 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JEPI.

Top Holders

Top Holders (115)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	48.7M(+2.6%)	$2.8B	0.1%	+19.12%	39
BANK OF AMERICA CORP /DE/	Decreased	29.7M(-4.1%)	$1.7B	0.1%	+14.42%	0
WELLS FARGO & COMPANY/MN	Increased	17.3M(+5.8%)	$977.4M	0.2%	+26.34%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	11.3M(+1.3%)	$638.9M	0.2%	+22.74%	38
LPL Financial LLC	Increased	10.4M(+43.5%)	$585.3M	0.1%	+9.99%	51
RAYMOND JAMES FINANCIAL INC	Increased	8.8M(+2.6%)	$495.6M	0.1%	+12.48%	38
ROYAL BANK OF CANADA	Decreased	8M(-4.2%)	$452.9M	0.1%	+12.61%	0
Cetera Investment Advisers	Increased	6.9M(+13.6%)	$390.3M	0.4%	+15.12%	42
UBS Group AG	Decreased	6.5M(-3.5%)	$369M	0.0%	+32.30%	0
JPMORGAN CHASE & CO	Decreased	5.8M(-52.4%)	$329.5M	0.0%	+9.14%	0
OSAIC HOLDINGS, INC.	Increased	5.8M(+6.9%)	$327.3M	0.4%	+32.32%	40
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	3.9M(-10.3%)	$221M	0.3%	+28.11%	0
JONES FINANCIAL COMPANIES LLLP	Increased	3.4M(+12.8%)	$192.7M	0.1%	+8.94%	34
MML INVESTORS SERVICES, LLC	Increased	3.3M(+21.1%)	$187.5M	0.4%	+23.69%	44
CIBC Bancorp USA Inc.	Decreased	2.9M(-1.1%)	$165.2M	0.2%	+5.77%	0
STIFEL FINANCIAL CORP	Decreased	2.8M(-1.6%)	$156.8M	0.1%	+27.30%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.7M(+1.3%)	$151M	0.1%	+27.10%	31
Bank of New York Mellon Corp	Increased	2.3M(+13.1%)	$131M	0.0%	+14.77%	34
HighTower Advisors, LLC	Decreased	2.2M(-25.0%)	$123.8M	0.1%	+28.78%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	2M(+5.7%)	$115.2M	0.1%	+19.71%	32

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JEPIJPMORGAN EQUITY PREMIUM INCO

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer