JEPI Institutional Ownership & Shareholders
JPMORGAN EQUITY PREMIUM INCO (JEPI) is currently held by 1,418 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.66B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of JEPI tracked by InsiderSet, reporting ownership valued at approximately $2.75B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.81B, representing an estimated gain of +1.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed JEPI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in JPMORGAN EQUITY PREMIUM INCO (JEPI).
This page ranks the largest institutional JEPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,418
Total Reported Value
$17.66B
Largest Holder
Morgan Stanley
Largest Position
$2.75B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.15% | 48,733,339 | $2,752,459,078 | $2,805,090,993 | +$52,631,915 | +1.91% | |
| Bank Of America Corp | 0.11% | 29,737,195 | $1,679,556,750 | $1,711,672,944 | +$32,116,194 | +1.91% | |
| Wells Fargo & Company/Mn | 0.17% | 17,305,015 | $977,387,233 | $996,076,663 | +$18,689,430 | +1.91% | |
| Envestnet Asset Management Inc | 0.15% | 11,312,713 | $638,942,007 | $651,159,760 | +$12,217,753 | +1.91% | |
| Lpl Financial Llc | 0.13% | 10,363,670 | $585,340,102 | $596,532,845 | +$11,192,743 | +1.91% | |
| Raymond James Financial Inc | 0.14% | 8,775,532 | $495,642,011 | $505,119,622 | +$9,477,611 | +1.91% | |
| Royal Bank Of Canada | 0.08% | 8,019,277 | $452,927,000 | $461,589,584 | +$8,662,584 | +1.91% | |
| Cetera Investment Advisers | 0.36% | 6,909,528 | $390,250,211 | $397,712,432 | +$7,462,221 | +1.91% | |
| Ubs Group Ag | 0.06% | 6,532,936 | $368,980,225 | $376,035,796 | +$7,055,571 | +1.91% | |
| Jpmorgan Chase & Co | 0.02% | 5,838,036 | $329,498,858 | $336,037,352 | +$6,538,494 | +1.98% | |
| Osaic Holdings, Inc. | 0.38% | 5,792,995 | $327,282,774 | $333,444,792 | +$6,162,018 | +1.88% | |
| Riverfront Investment Group, Llc | 2.63% | 3,524,615 | $199,070,256 | $202,876,839 | +$3,806,583 | +1.91% | |
| Commonwealth Equity Services, Llc | 0.26% | 3,517,983 | $197,780,985 | $202,495,101 | +$4,714,116 | +2.38% | |
| Jones Financial Companies Lllp | 0.08% | 3,430,822 | $192,674,914 | $197,478,114 | +$4,803,200 | +2.49% | |
| Mml Investors Services, Llc | 0.38% | 3,320,265 | $187,528,595 | $191,114,453 | +$3,585,858 | +1.91% | |
| Cibc Bancorp Usa Inc. | 0.20% | 2,916,027 | $165,169,281 | $167,846,514 | +$2,677,233 | +1.62% | |
| Confluence Wealth Services, Inc. | 4.55% | 2,819,530 | $159,246,900 | $162,292,147 | +$3,045,247 | +1.91% | |
| Stifel Financial Corp | 0.13% | 2,775,411 | $156,755,242 | $159,752,657 | +$2,997,415 | +1.91% | |
| Equitable Holdings, Inc. | 0.85% | 2,533,724 | $142,436,943 | $145,841,153 | +$3,404,210 | +2.39% | |
| Janney Montgomery Scott Llc | 0.26% | 2,348,909 | $132,666,000 | $135,203,202 | +$2,537,202 | +1.91% | |
| Bank Of New York Mellon Corp | 0.02% | 2,319,514 | $131,006,125 | $133,511,226 | +$2,505,101 | +1.91% | |
| Cornerstone Advisory, Llc | 9.75% | 2,079,263 | $117,436,773 | $119,682,378 | +$2,245,605 | +1.91% | |
| Kestra Advisory Services, Llc | 0.33% | 2,048,222 | $115,151,026 | $117,895,658 | +$2,744,632 | +2.38% | |
| Pnc Financial Services Group, Inc. | 0.06% | 2,009,751 | $113,510,762 | $115,681,268 | +$2,170,506 | +1.91% | |
| Rockefeller Capital Management L.P. | 0.15% | 1,695,337 | $95,752,719 | $97,583,598 | +$1,830,879 | +1.91% | |
| Fas Wealth Partners, Inc. | 4.91% | 1,666,456 | $94,121,422 | $95,921,207 | +$1,799,785 | +1.91% | |
| First Foundation Advisors | 3.18% | 1,568,542 | $88,591,251 | $90,285,278 | +$1,694,027 | +1.91% | |
| Enstar Group Ltd | 40.18% | 1,539,025 | $86,924,132 | $88,586,279 | +$1,662,147 | +1.91% | |
| Hamilton Capital, Llc | 4.73% | 1,498,024 | $84,218,884 | $86,226,261 | +$2,007,377 | +2.38% | |
| Atlantic Union Bankshares Corp | 1.33% | 1,406,429 | $79,435,128 | $80,954,053 | +$1,518,925 | +1.91% | |
| Prosperity Consulting Group, Llc | 3.00% | 1,401,148 | $79,136,838 | $80,650,079 | +$1,513,241 | +1.91% | |
| Cwm, Llc | 0.20% | 1,369,852 | $77,643,221 | $78,848,681 | +$1,205,460 | +1.55% | |
| Allworth Financial Lp | 0.32% | 1,352,162 | $76,370,086 | $77,830,445 | +$1,460,359 | +1.91% | |
| Clearstead Advisors, Llc | 0.66% | 1,243,285 | $70,220,747 | $71,563,485 | +$1,342,738 | +1.91% | |
| Focus Partners Wealth | 0.07% | 1,169,609 | $66,059,532 | $67,322,694 | +$1,263,162 | +1.91% | |
| Newedge Advisors, Llc | 0.18% | 1,097,283 | $61,974,553 | $63,159,609 | +$1,185,056 | +1.91% | |
| Traynor Capital Management, Inc. | 2.78% | 1,071,302 | $60,228,597 | $61,664,143 | +$1,435,546 | +2.38% | |
| Shp Wealth Management | 4.07% | 1,047,209 | $59,146,348 | $60,277,350 | +$1,131,002 | +1.91% | |
| Apollon Wealth Management, Llc | 0.67% | 1,029,601 | $57,884,184 | $59,263,834 | +$1,379,650 | +2.38% | |
| Steward Partners Investment Advisory, Llc | 0.29% | 989,010 | $55,859,279 | $56,927,416 | +$1,068,137 | +1.91% | |
| Kathmere Capital Management, Llc | 2.65% | 970,665 | $54,570,803 | $55,871,477 | +$1,300,674 | +2.38% | |
| Beacon Pointe Advisors, Llc | 0.24% | 917,272 | $51,807,541 | $52,798,176 | +$990,635 | +1.91% | |
| Truist Financial Corp | 0.06% | 908,600 | $51,081,486 | $52,299,016 | +$1,217,530 | +2.38% | |
| Cary Street Partners Financial Llc | 1.09% | 883,142 | $49,879,883 | $50,833,654 | +$953,771 | +1.91% | |
| Private Advisor Group, Llc | 0.23% | 875,331 | $49,438,679 | $50,384,052 | +$945,373 | +1.91% | |
| Hub Investment Partners, Llc | 0.89% | 862,892 | $48,736,150 | $49,668,064 | +$931,914 | +1.91% | |
| Nottingham Advisors, Inc. | 5.69% | 830,011 | $46,488,397 | $47,775,433 | +$1,287,036 | +2.77% | |
| Pinnacle Financial Partners, Inc. | 0.30% | 787,470 | $44,476,339 | $45,326,773 | +$850,434 | +1.91% | |
| Mai Capital Management | 0.17% | 779,214 | $44,010,004 | $44,851,558 | +$841,554 | +1.91% | |
| First Financial Bank - Trust Division | 3.06% | 754,758 | $42,432,521 | $43,443,870 | +$1,011,349 | +2.38% |
Frequently asked questions about JEPI
Who are the largest institutional holders of JEPI?
The largest institutional holders of JEPI reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Envestnet Asset Management Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported JEPI position.
What is JEPI institutional ownership?
This page tracks JEPI positions reported by institutional investment managers through SEC Form 13F. JPMORGAN EQUITY PREMIUM INCO (JEPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JEPI?
InsiderSet currently tracks 1,418 institutional managers reporting JEPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JEPI shareholders.
How much JEPI stock do institutions own?
Institutional investment managers disclosed approximately $17.66B in JEPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JEPI institutional ownership last updated?
The latest JEPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JEPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JEPI position after the reporting date.
Are institutions buying or selling JEPI?
Institutional buying and selling can be analyzed by comparing JEPI positions across consecutive 13F reporting periods. InsiderSet's JEPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JEPI ownership changes.
How has JEPI institutional ownership changed over time?
InsiderSet tracks JEPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.