Who Owns J P MORGAN EQUITY PREMIUM (JEPI)? -- Institutional Holders (2026-06-30)

1,509 institutions reported holding $18.33B of J P MORGAN EQUITY PREMIUM (JEPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($2.75B), BANK OF AMERICA CORP /DE/ ($1.68B), WELLS FARGO & COMPANY/MN ($977.4M), ENVESTNET ASSET MANAGEMENT INC ($638.9M), LPL Financial LLC ($585.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$2.75B	48.7M	Added
2	BANK OF AMERICA CORP /DE/	$1.68B	29.7M	Trimmed
3	WELLS FARGO & COMPANY/MN	$977.4M	17.3M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$638.9M	11.3M	Added
5	LPL Financial LLC	$585.3M	10.4M	Added
6	RAYMOND JAMES FINANCIAL INC	$495.6M	8.8M	Added
7	Royal Bank of Canada	$452.9M	8.0M	Trimmed
8	Cetera Investment Advisers	$390.3M	6.9M	Added
9	UBS Group AG	$369.0M	6.5M	Trimmed
10	JPMORGAN CHASE & CO	$329.5M	5.8M	Trimmed
11	OSAIC HOLDINGS, INC.	$327.3M	5.8M	Added
12	COMMONWEALTH EQUITY SERVICES, LLC	$221.0M	3.9M	Trimmed
13	RiverFront Investment Group, LLC	$199.1M	3.5M	Trimmed
14	JONES FINANCIAL COMPANIES LLLP	$192.7M	3.4M	Added
15	MML INVESTORS SERVICES, LLC	$187.5M	3.3M	Added
16	CIBC Bancorp USA Inc.	$165.2M	2.9M	Trimmed
17	Confluence Wealth Services, Inc.	$159.2M	2.8M	Added
18	STIFEL FINANCIAL CORP	$156.8M	2.8M	Trimmed
19	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$151.0M	2.7M	Added
20	Equitable Holdings, Inc.	$142.4M	2.5M	Added
21	Janney Montgomery Scott LLC	$132.7M	2.3M	Trimmed
22	Bank of New York Mellon Corp	$131.0M	2.3M	Added
23	HighTower Advisors, LLC	$123.8M	2.2M	Trimmed
24	Cornerstone Advisory, LLC	$117.4M	2.1M	Added
25	PNC Financial Services Group, Inc.	$115.2M	2.0M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30