Security Snapshot

J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) Institutional Ownership

CUSIP: 46641Q332

13F Institutional Holders and Ownership History from Q2 2020 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

1,360

Shares (Excl. Options)

314,123,200

Price

$57.24

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Type / Class
Equity / EQUITY PREMIUM
Symbol
JEPI
Price per share
$56.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
314,123,200
Total reported value
$17,978,232,464
% of total 13F portfolios
0.1%
Share change
-1,811,899
Value change
-$102,933,503
Number of holders
1,360
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM is tracked under CUSIP 46641Q332.
  • 1360 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 1,360 to 456 between Q4 2025 and Q1 2026.
  • Reported value moved from $17,978,232,464 to $2,036,874,432.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1360 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46641Q332?
CUSIP 46641Q332 identifies JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 1,360 institutional investors reported holding 314,123,200 shares of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI).

Institutional Holders of J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM (JEPI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 35,924,321 $2,036,874,432 +$8,914,427 $56.68 456
2025 Q4 314,123,200 $17,978,232,464 -$102,933,503 $57.24 1,360
2025 Q3 312,276,703 $17,828,863,636 -$150,817,629 $57.10 1,281
2025 Q2 317,843,847 $18,068,936,521 +$311,582,253 $56.85 1,270
2025 Q1 313,454,162 $17,870,733,330 +$1,329,575,196 $57.14 1,245
2024 Q4 290,983,988 $16,753,356,127 +$758,607,364 $57.53 1,241
2024 Q3 273,655,138 $16,281,349,935 +$541,277,007 $59.51 1,100
2024 Q2 263,753,720 $14,947,841,464 +$161,792,095 $56.68 1,074
2024 Q1 262,238,048 $15,162,603,159 +$917,549,848 $57.86 1,042
2023 Q4 246,130,542 $13,532,959,553 +$173,135,334 $54.98 994
2023 Q3 238,878,640 $12,789,056,465 +$960,537,444 $53.56 884
2023 Q2 224,109,785 $12,398,651,125 +$1,459,869,113 $55.33 851
2023 Q1 197,176,125 $10,776,810,110 +$2,233,244,705 $54.60 748
2022 Q4 154,820,362 $8,437,870,653 +$1,908,955,039 $54.49 639
2022 Q3 117,799,730 $6,037,703,180 +$1,373,436,924 $51.23 521
2022 Q2 90,976,009 $5,044,579,146 +$1,524,767,502 $55.45 455
2022 Q1 63,537,458 $3,897,930,916 +$780,172,561 $61.40 392
2021 Q4 50,536,170 $3,192,844,901 +$1,231,433,277 $63.19 333
2021 Q3 30,315,571 $1,807,932,482 +$794,997,766 $59.61 237
2021 Q2 16,975,136 $1,027,878,616 +$464,910,262 $60.57 157
2021 Q1 9,297,615 $540,365,839 +$427,714,772 $58.12 92
2020 Q4 1,842,309 $102,908,471 +$37,273,693 $55.75 41
2020 Q3 1,059,421 $56,419,000 +$35,651,993 $53.33 22
2020 Q2 391,034 $19,916,000 +$19,916,000 $50.88 8