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

Q1 2026

Institutions Reporting

1,387

Shares (Excl. Options)

329,160,150

Price

$56.68

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Type / Class
Equity / EQUITY PREMIUM
Symbol
JEPI
Price per share
$57.12
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
329,160,150
Total reported value
$18,638,408,408
% of total 13F portfolios
0.11%
Share change
+19,311,534
Value change
+$1,084,666,198
Number of holders
1,387
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • JEPI - J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM is tracked under CUSIP 46641Q332.
  • 1387 institutions reported positions in Q1 2026.
  • Schedule 13D/13G significant owner rows are not currently available.

Change

  • Holder count moved from 1,377 to 1,387 between Q4 2025 and Q1 2026.
  • Reported value moved from $18,101,727,195 to $18,638,408,408.

Research use

  • 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.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1387 institutions filings for Q1 2026.

Open SEC Evidence

Security key

46641Q332

Latest holder period

Q1 2026

13F holders

1,387

13D/G owners

0

CIK / CUSIP context first

As of 31 Mar 2026, 1,387 institutional investors reported holding 329,160,150 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 329,160,150 $18,638,408,408 +$1,084,666,198 $56.68 1,387
2025 Q4 316,280,690 $18,101,727,195 -$96,978,759 $57.24 1,377
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
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