JPMORGAN EQUITY PREMIUM INCO (JEPI) Top Institutional Shareholders
JPMORGAN EQUITY PREMIUM INCO (JEPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $17.60B in JEPI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of JEPI tracked by InsiderSet, reporting ownership valued at approximately $2.69B in its March 31, 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 $2.70B, representing an estimated gain of +0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
1,373
Total Reported Value
$17.60B
Largest Holder
Morgan Stanley
Largest Position
$2.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.16% | 47,488,354 | $2,691,639,987 | $2,695,438,973 | +$3,798,986 | +0.14% | |
| Bank Of America Corp | 0.13% | 30,997,664 | $1,756,947,581 | $1,759,427,409 | +$2,479,828 | +0.14% | |
| Wells Fargo & Company/Mn | 0.18% | 16,357,007 | $927,115,195 | $928,423,717 | +$1,308,522 | +0.14% | |
| Envestnet Asset Management Inc | 0.17% | 11,165,921 | $632,884,404 | $633,777,676 | +$893,272 | +0.14% | |
| Raymond James Financial Inc | 0.15% | 8,554,441 | $484,865,725 | $485,550,071 | +$684,346 | +0.14% | |
| Royal Bank Of Canada | 0.09% | 8,366,269 | $474,201,000 | $474,869,428 | +$668,428 | +0.14% | |
| Lpl Financial Llc | 0.11% | 7,224,145 | $409,464,573 | $410,042,470 | +$577,897 | +0.14% | |
| Nationwide Fund Advisors | 17.14% | 6,910,894 | $391,709,472 | $392,262,343 | +$552,871 | +0.14% | |
| Ubs Group Ag | 0.07% | 6,769,549 | $383,698,037 | $384,239,601 | +$541,564 | +0.14% | |
| Cetera Investment Advisers | 0.37% | 6,083,774 | $344,828,338 | $345,315,012 | +$486,674 | +0.14% | |
| Osaic Holdings, Inc. | 0.45% | 5,419,221 | $307,246,962 | $307,594,984 | +$348,022 | +0.11% | |
| Commonwealth Equity Services, Llc | 0.35% | 4,364,248 | $247,365,573 | $247,714,716 | +$349,143 | +0.14% | |
| Riverfront Investment Group, Llc | 3.69% | 4,208,706 | $238,549,471 | $238,886,153 | +$336,682 | +0.14% | |
| Jones Financial Companies Lllp | 0.08% | 3,042,219 | $168,994,614 | $172,676,350 | +$3,681,736 | +2.18% | |
| Cibc Bancorp Usa Inc. | 0.23% | 2,948,363 | $166,657,737 | $167,349,084 | +$691,347 | +0.41% | |
| Hightower Advisors, Llc | 0.18% | 2,921,309 | $165,579,168 | $165,813,499 | +$234,331 | +0.14% | |
| Stifel Financial Corp | 0.15% | 2,821,484 | $159,921,483 | $160,147,432 | +$225,949 | +0.14% | |
| Hamilton Capital, Llc | 4.01% | 2,764,040 | $157,418,591 | $156,886,910 | -$531,681 | -0.34% | |
| Mml Investors Services, Llc | 0.43% | 2,741,652 | $155,396,858 | $155,616,168 | +$219,310 | +0.14% | |
| Northwestern Mutual Wealth Management Co | 0.09% | 2,639,710 | $149,618,705 | $149,829,940 | +$211,235 | +0.14% | |
| Confluence Wealth Services, Inc. | 5.18% | 2,356,270 | $133,553,363 | $133,741,885 | +$188,522 | +0.14% | |
| Equitable Holdings, Inc. | 0.75% | 2,144,440 | $116,355,214 | $121,718,414 | +$5,363,200 | +4.61% | |
| Bank Of New York Mellon Corp | 0.02% | 2,050,260 | $116,208,748 | $116,372,758 | +$164,010 | +0.14% | |
| Cornerstone Advisory, Llc | 10.90% | 2,030,560 | $115,092,150 | $115,254,586 | +$162,436 | +0.14% | |
| Pnc Financial Services Group, Inc. | 0.07% | 1,899,440 | $107,660,248 | $107,812,214 | +$151,966 | +0.14% | |
| Kestra Advisory Services, Llc | 0.39% | 1,839,578 | $104,267,280 | $104,414,447 | +$147,167 | +0.14% | |
| Rockefeller Capital Management L.P. | 0.17% | 1,713,220 | $97,105,405 | $97,242,367 | +$136,962 | +0.14% | |
| First Foundation Advisors | 3.60% | 1,576,054 | $89,330,745 | $89,456,825 | +$126,080 | +0.14% | |
| Capital Advisors Inc/Ok | 1.41% | 1,543,963 | $87,511,823 | $87,635,340 | +$123,517 | +0.14% | |
| Enstar Group Ltd | 40.13% | 1,539,025 | $87,231,937 | $87,355,059 | +$123,122 | +0.14% | |
| Prosperity Consulting Group, Llc | 3.46% | 1,370,824 | $77,698,299 | $77,807,970 | +$109,671 | +0.14% | |
| Cwm, Llc | 0.20% | 1,369,852 | $77,643,221 | $77,752,800 | +$109,579 | +0.14% | |
| Allworth Financial Lp | 0.30% | 1,293,806 | $73,332,909 | $73,436,429 | +$103,520 | +0.14% | |
| Atlantic Union Bankshares Corp | 1.39% | 1,279,991 | $72,549,906 | $72,652,289 | +$102,383 | +0.14% | |
| Clearstead Advisors, Llc | 0.64% | 1,235,426 | $70,023,933 | $70,122,780 | +$98,847 | +0.14% | |
| Focus Partners Wealth | 0.07% | 1,087,203 | $61,633,008 | $61,709,642 | +$76,634 | +0.12% | |
| Steward Partners Investment Advisory, Llc | 0.30% | 1,038,077 | $58,838,195 | $58,921,251 | +$83,056 | +0.14% | |
| Franklin Resources Inc | 0.01% | 1,007,668 | $57,114,622 | $57,195,236 | +$80,614 | +0.14% | |
| Truist Financial Corp | 0.08% | 994,375 | $56,361,160 | $56,440,725 | +$79,565 | +0.14% | |
| Cary Street Partners Financial Llc | 1.37% | 975,186 | $55,273,511 | $55,351,557 | +$78,046 | +0.14% | |
| Traynor Capital Management, Inc. | 3.29% | 993,025 | $55,261,816 | $56,364,099 | +$1,102,283 | +1.99% | |
| Shp Wealth Management | 4.03% | 941,864 | $53,384,715 | $53,460,201 | +$75,486 | +0.14% | |
| Pinnacle Financial Partners, Inc. | 0.40% | 925,552 | $52,463,760 | $52,534,332 | +$70,572 | +0.13% | |
| Brookstone Capital Management | 0.58% | 902,434 | $51,149,942 | $51,222,154 | +$72,212 | +0.14% | |
| Hub Investment Partners, Llc | 1.16% | 836,279 | $47,400,315 | $47,467,196 | +$66,881 | +0.14% | |
| Nottingham Advisors, Inc. | 5.96% | 816,880 | $46,300,745 | $46,366,109 | +$65,364 | +0.14% | |
| Apollon Wealth Management, Llc | 0.74% | 804,512 | $45,599,758 | $45,664,101 | +$64,343 | +0.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 769,455 | $43,435,747 | $43,674,266 | +$238,519 | +0.55% | |
| Kathmere Capital Management, Llc | 2.66% | 755,967 | $42,848,206 | $42,908,687 | +$60,481 | +0.14% | |
| Baird Financial Group, Inc. | 0.06% | 729,907 | $41,371,167 | $41,429,521 | +$58,354 | +0.14% |
Frequently asked questions about JEPI
Who owns the most JEPI stock?
The largest holders of JEPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN EQUITY PREMIUM INCO (JEPI).
Is JEPI widely held by superinvestors?
Many widely followed stocks like JEPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JEPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.