JPMORGAN EQUITY PREMIUM INCO (JEPI) Institutional Ownership Changes & 13F Activity
JPMORGAN EQUITY PREMIUM INCO (JEPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Jones Financial Companies Lllp, Arkadios Wealth Advisors, Wells Fargo & Company/Mn, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -4,434 | -7.7% | 53,365 | $3.02M | Q1 2026 | Aug 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | Buy | +8,000 | — | 8,000 | $453.44K | Q1 2026 | Aug 12, 2026 |
| Brighton Jones Llc | Sell | -114,666 | -89.9% | 12,862 | $728.99K | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +6,343 | — | 6,343 | $359.52K | Q1 2026 | Aug 06, 2026 |
| Pegasus Asset Management, Inc. | Buy | +1,011 | +8.2% | 13,321 | $755.03K | Q1 2026 | Aug 06, 2026 |
| Robinswood Financial Llc | Buy | +217 | — | 217 | $12.30K | Q1 2026 | Jul 13, 2026 |
| Verus Capital Partners, Llc | Sell | -32,041 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Sell | -455,989 | -2.7% | 16,357,007 | $927.12M | Q1 2026 | Jul 08, 2026 |
| Kerr Financial Planning Corp | Buy | +3,053 | +8.8% | 37,728 | $2.15M | Q1 2026 | Jul 01, 2026 |
| Pvg Asset Management Corp | Buy | +9,165 | — | 9,165 | $516.60K | Q1 2026 | Jun 16, 2026 |
| Leigh Baldwin & Co., Llc | Sell | -164 | -2.3% | 7,120 | $403.58K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +96,678 | — | 96,678 | $5.48M | Q1 2026 | May 19, 2026 |
| Mascagni Wealth Management, Inc. | Buy | +998 | +15.7% | 7,366 | $417.50K | Q1 2026 | May 19, 2026 |
| Royal Fund Management, Llc | Buy | +807 | +15.4% | 6,046 | $258.24K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -822,711 | -2.6% | 30,997,664 | $1.76B | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +482,640 | +390.1% | 606,352 | $34.37M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +66,767 | +9.8% | 748,270 | $2.45M | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | Sell | -20,304 | -84.6% | 3,686 | $208.92K | Q1 2026 | May 18, 2026 |
| Bull Harbor Capital Llc | Buy | +6,278 | — | 6,278 | $355.84K | Q1 2026 | May 18, 2026 |
| Talon Private Wealth, Llc | Buy | +5,317 | — | 5,317 | $301.37K | Q1 2026 | May 18, 2026 |
| Adalta Capital Management Llc | Sell | -2,000 | -40.0% | 3,000 | $170.04K | Q1 2026 | May 18, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Sell | -1,668 | -11.2% | 13,212 | $760.87K | Q1 2026 | May 18, 2026 |
| Empire Financial Management Company, Llc | Sell | -1,304 | -1.9% | 67,216 | $3.81M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +925 | +5.1% | 19,147 | $1.09M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Sell | -699 | -0.5% | 134,241 | $7.61M | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +101 | +0.7% | 13,630 | $772.60K | Q1 2026 | May 18, 2026 |
| Alexander Labrunerie & Co., Inc. | Sell | -54 | -0.8% | 6,321 | $358.27K | Q1 2026 | May 18, 2026 |
| Jones Financial Companies Lllp | Buy | +517,482 | +20.5% | 3,042,219 | $168.99M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +449,485 | +5.7% | 8,366,269 | $474.20M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +393,837 | +1019.7% | 432,461 | $24.51M | Q1 2026 | May 15, 2026 |
Frequently asked questions about JEPI activity
Which institutional owners are buying JEPI?
Institutional owners buying JEPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JEPI activity?
"Buy" means an investor increased their reported position in JEPI compared to the prior reporting period. This reflects growing exposure to JPMORGAN EQUITY PREMIUM INCO (JEPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JEPI increasing?
Institutional interest in JEPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.