13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
JEPI

J P MORGAN EXCHANGE TRADED F

1,481 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q332·Exchange Traded Fund·1,481 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$10.7B
visible holders
Holders
1,481
filers reporting
Concentration
25.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,481 institutions reported JEPI in Q1 2026. MORGAN STANLEY leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.7B47.5M0.16%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.8B31.0M0.13%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$927M16.4M0.17%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$683M12.3M0.04%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$633M11.2M0.17%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$485M8.6M0.15%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$474M8.4M0.08%Q1 202608
LPL Financial LLC
CIK 0001403438
$409M7.2M0.11%Q1 202609
UBS Group AG
CIK 0001610520
$384M6.8M0.06%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$345M6.1M0.37%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$307M5.4M0.45%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$247M4.4M0.35%Q1 202613
RiverFront Investment Group, LLC
CIK 0001469751
$239M4.2M3.69%Q1 202614
CIBC Private Wealth Group LLC
CIK 0001298088
$176M3.1M0.30%Q4 202515
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$169M3.0M0.08%Q1 202616
CIBC Bancorp USA Inc.
CIK 0001711924
$167M2.9M0.22%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$166M2.9M0.18%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$160M2.8M0.15%Q1 202619
Confluence Wealth Services, Inc.
CIK 0001910411
$159M2.8M4.55%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$159M2.8M0.39%Q1 2026
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