JEPI Institutional Ownership
Who owns JEPI and what the big funds did with it last quarter, from every SEC 13F filing. 1,414 funds reported holding JEPI at Jun 30, 2026.
- ▲770 buying vs 580 selling
- ▼Shares held by funds -2.8%
- ●Funds holding +0
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,414 | 1,414 | 0.0% |
| In funds' top 10 | 106 | 126 | −15.9% |
| 13F shares | 324M | 333M | −2.8% |
| Held by funds | – | – | – |
| New positions | 105 | 114 | −7.9% |
| Increased | 665 | 713 | −6.7% |
| Reduced | 486 | 434 | +12.0% |
| Sold out | 94 | 85 | +10.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JEPI
All superinvestors →
Who owns JEPI
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds51.8%
- Banks and brokers47.0%
- Pensions, insurers and other1.1%
The top 10 holders own 47.4% of all JEPI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
746 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−1.7M sh
- Commonwealth Equity Services, LLCTrimmed−395K sh
- Foguth Wealth Management, LLC.Trimmed−367K sh
- Bernardo Wealth Planning LLCAdded+340K sh
- Parallel Advisors, LLCAdded+319K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 48.7M | $2.8B | +1.2M |
| 2 | Bank of America Corp /de/ | – | 29.7M | $1.7B | −1.3M |
| 3 | Wells Fargo & Company/mn | – | 17.3M | $977M | +948K |
| 4 | Envestnet Asset Management Inc | – | 11.3M | $639M | +147K |
| 5 | LPL Financial LLC | – | 10.4M | $585M | +3.1M |
| 6 | Raymond James Financial Inc | – | 8.8M | $496M | +221K |
| 7 | Royal Bank of Canada | – | 8M | $453M | −347K |
| 8 | Cetera Investment Advisers | – | 6.9M | $390M | +826K |
| 9 | UBS Group AG | – | 6.5M | $369M | −237K |
| 10 | Jpmorgan Chase & Co | – | 5.8M | $329M | −6.4M |
- LPL Financial LLC+3.1M sh+$177M
- Cambridge Investment Research Advisors, Inc.+2M sh+$113M
- Morgan Stanley+1.2M sh+$70.3M
- Wells Fargo & Company/mn+948K sh+$53.5M
- Cetera Investment Advisers+826K sh+$46.6M
- Private Advisor Group, LLC+622K sh+$35.1M
- Mml Investors Services, LLC+579K sh+$32.7M
- Confluence Wealth Services, Inc.+463K sh+$26.2M
- Nationwide Fund Advisors−6.9M sh−$392M
- Jpmorgan Chase & Co−6.4M sh−$363M
- Capital Advisors Inc/ok−1.5M sh−$86.6M
- Bank of America Corp /de/−1.3M sh−$71.2M
- HighTower Advisors, LLC−730K sh−$41.2M
- RiverFront Investment Group, LLC−684K sh−$38.6M
- Lebenthal Global Advisors, LLC−529K sh−$29.9M
- Commonwealth Equity Services, LLC−451K sh−$25.5M
JEPI institutional ownership FAQ
Who owns the most JEPI stock?
In Q2 2026 13F filings the largest holder of JEPI was Morgan Stanley, followed by Bank of America Corp /de/ and Wells Fargo & Company/mn. Index fund managers are usually the biggest holders of large companies.
What percentage of JEPI is owned by institutions?
1,414 funds reported holding 324M JEPI shares at Jun 30, 2026.
Are hedge funds buying JEPI?
In Q2 2026, 770 funds bought JEPI (105 of them new positions) and 580 sold (94 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for JEPI is neutral.
What is JEPI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this JEPI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.