13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
JEPI

J P MORGAN EXCHANGE TRADED F

1,500 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q332·Exchange Traded Fund·1,500 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10.6B
visible holders
Holders
1,500
filers reporting
Concentration
25.93%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,500 institutions reported JEPI in Q2 2026. MORGAN STANLEY leads at 25.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.8B48.7M0.15%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.7B29.7M0.11%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$977M17.3M0.16%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$639M11.3M0.15%Q2 202605
LPL Financial LLC
CIK 0001403438
$585M10.4M0.13%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$496M8.8M0.13%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$453M8.0M0.07%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$390M6.9M0.36%Q2 202609
UBS Group AG
CIK 0001610520
$369M6.5M0.05%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$329M5.8M0.02%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$327M5.8M0.38%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$221M3.9M0.28%Q2 202613
RiverFront Investment Group, LLC
CIK 0001469751
$199M3.5M2.63%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$193M3.4M0.08%Q2 202615
MML INVESTORS SERVICES, LLC
CIK 0000701059
$188M3.3M0.38%Q2 202616
CIBC Private Wealth Group LLC
CIK 0001298088
$176M3.1M0.30%Q4 202517
CIBC Bancorp USA Inc.
CIK 0001711924
$165M2.9M0.20%Q2 202618
Confluence Wealth Services, Inc.
CIK 0001910411
$159M2.8M4.55%Q2 202619
Janney Montgomery Scott LLC
CIK 0001329948
$159M2.8M0.39%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$157M2.8M0.13%Q2 2026
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