JEPI · Insider trading · 13F holders · Congress trades
JPMorgan Equity Premium Income ETF (JEPI)
Who is buying and selling JEPI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 470
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
JEPI at a glance
- No open-market insider purchases or sales of JEPI were filed in the last 90 days.
- 470 13F filers hold JEPI among their 50 largest positions, worth $5.5B combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (18.2%), Horizon Advisory Services, Inc. (14.0%) and Melia Wealth LLC (13.2%). In their latest 13Fs, 1 manager opened a new position and 143 added to one.
- Members of Congress have disclosed 4 JEPI trades since 2021, 2 purchases and 1 sale in the past year; the latest was Max L. Miller (R-OH), selling $1K–15K on Oct 6, 2023.
- JEPI last closed at $57.77 on Oct 30, 2026.
JEPI insider trading
No open-market insider purchases or sales of JEPI were filed in the last 90 days.
Who owns JEPI? Hedge funds and superinvestors
470 13F filers hold JEPI among their 50 largest positions, worth $5.5B combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (18.2%), Horizon Advisory Services, Inc. (14.0%) and Melia Wealth LLC (13.2%). In their latest 13Fs, 1 manager opened a new position and 143 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cetera Investment AdvisersWealth manager | 0.4% | $390.3M | 6,909,528 | +13.6% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.4% | $327.3M | 5,792,995 | +6.9% shares | Q2 2026 |
| RiverFront Investment Group, LLCAsset manager | 2.6% | $199.1M | 3,524,615 | -16.3% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.4% | $187.5M | 3,320,265 | +21.1% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 4.6% | $159.2M | 2,819,530 | +19.7% shares | Q2 2026 |
| Equitable Holdings, Inc.Insurance company | 0.8% | $142.4M | 2,533,724 | +18.2% shares | Q2 2026 |
| Cornerstone Advisory, LLCWealth manager | 9.7% | $117.4M | 2,079,263 | +2.4% shares | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 0.4% | $115.0M | 2,036,649 | +10.7% shares | Q2 2026 |
| FAS Wealth Partners, Inc.Wealth manager | 4.9% | $94.1M | 1,666,456 | +8.9% shares | Q2 2026 |
| First Foundation AdvisorsEndowment & foundation | 3.2% | $88.6M | 1,568,542 | -0.5% shares | Q2 2026 |
| Enstar Group LTDInsurance company | 40.2% | $86.9M | 1,539,025 | +0.0% shares | Q2 2026 |
| Hamilton Capital, LLCWealth manager | 4.7% | $84.2M | 1,498,024 | +2.7% shares | Q3 2026 |
| Atlantic Union Bankshares CorpBank & trust | 1.3% | $79.4M | 1,406,429 | +9.9% shares | Q2 2026 |
| Prosperity Consulting Group, LLCWealth manager | 3.0% | $79.1M | 1,401,148 | +2.2% shares | Q2 2026 |
| Allworth Financial LPInvestment manager | 0.3% | $76.4M | 1,352,162 | +4.5% shares | Q2 2026 |
| Clearstead Advisors, LLCWealth manager | 0.7% | $70.2M | 1,243,285 | +0.6% shares | Q2 2026 |
| Traynor Capital Management, Inc.Wealth manager | 2.8% | $60.2M | 1,071,302 | +2.6% shares | Q3 2026 |
| SHP Wealth ManagementWealth manager | 4.1% | $59.1M | 1,047,209 | +11.2% shares | Q2 2026 |
| Apollon Wealth Management, LLCWealth manager | 0.7% | $57.9M | 1,029,601 | +12.9% shares | Q3 2026 |
| Kathmere Capital Management, LLCWealth manager | 2.7% | $54.6M | 970,665 | +13.1% shares | Q3 2026 |
| Cary Street Partners Financial LLCInvestment manager | 1.1% | $49.9M | 883,142 | -9.4% shares | Q2 2026 |
| HUB Investment Partners, LLCWealth manager | 0.9% | $48.7M | 862,892 | +3.2% shares | Q2 2026 |
| Nottingham Advisors, Inc.Institutional asset manager | 5.7% | $46.5M | 830,011 | +15.1% shares | Q3 2026 |
| First Financial Bank - Trust DivisionBank & trust | 3.1% | $42.4M | 754,758 | +3.2% shares | Q3 2026 |
| Oakworth Capital, Inc.Asset manager | 2.0% | $41.8M | 742,932 | -2.5% shares | Q3 2026 |
| Pinnacle Associates LtdAsset manager | 0.5% | $41.1M | 731,398 | — | Q3 2026 |
| Horizon Advisory Services, Inc.Wealth manager | 14.0% | $36.9M | 655,793 | +2.0% shares | Q3 2026 |
| Kestra Private Wealth Services, LLCWealth manager | 0.4% | $36.8M | 650,697 | +0.9% shares | Q2 2026 |
| Foguth Wealth Management, LLC.Wealth manager | 3.7% | $36.1M | 632,098 | -36.7% shares | Q3 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CoInsurance company | 2.0% | $34.8M | 617,000 | +48.7% shares | Q2 2026 |
The 30 largest of 470 positions, by value. Each manager counts with its latest 13F (Q3 2026: 239, Q2 2026: 222, Q1 2026: 9). Screen JEPI in the grand portfolio →
JEPI stock trades by members of Congress
Members of Congress have disclosed 4 JEPI trades since 2021, 2 purchases and 1 sale in the past year; the latest was Max L. Miller (R-OH), selling $1K–15K on Oct 6, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 8, 2023 | Max L. MillerR-OH · House | Sale | $1K–15K | Oct 6, 2023 | +9.0% |
| Nov 9, 2022 | Kevin HernR-OK · House | Buy | $1K–15K | Oct 6, 2022 | +10.6% |
| Oct 10, 2022 | Kevin HernR-OK · House | Buy | $1K–15K | Sep 7, 2022 | +4.4% |
| Sep 15, 2021 | Kevin HernR-OK · House | Buy | $100K–250K | Jul 30, 2021 | -6.4% |
2 members have traded JEPI: Max L. Miller, Kevin Hern.
JEPI questions and answers
Are insiders buying JEPI stock?
No open-market insider purchases or sales of JEPI were filed in the last 90 days.
Which hedge funds own JEPI?
470 13F filers hold JEPI among their 50 largest positions, worth $5.5B combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (18.2%), Horizon Advisory Services, Inc. (14.0%) and Melia Wealth LLC (13.2%). In their latest 13Fs, 1 manager opened a new position and 143 added to one.
Has Congress traded JEPI?
Members of Congress have disclosed 4 JEPI trades since 2021, 2 purchases and 1 sale in the past year; the latest was Max L. Miller (R-OH), selling $1K–15K on Oct 6, 2023.
Who is the largest holder of JEPI?
Among 13F filers, Cetera Investment Advisers reports the largest JEPI position, $390.3M (6,909,528 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is John A. Wolfe & Associates, Inc.'s: 18.2% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.