Who owns JEPI (JEPI)
Which tracked institutional funds hold JEPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JEPI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
302 tracked funds added or opened JEPI while 220 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JEPI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.2pp gap the other way — the median holder sizes JEPI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JEPI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1394 tracked filers holding JEPI, 844 increased or opened the position and 558 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JEPI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- CIBC Bancorp USA Inc.$167M
- Matthew Goff Investment Advisor, LLC$13M
- MCF Advisors LLC$11M
- Integrity Wealth Partners, LLC$9M
- HUNTINGTON NATIONAL BANK$8M
- Focus Partners Advisor Solutions, LLC$7M
Full exits 41
- CIBC Private Wealth Group LLC$176M
- FAS Wealth Partners, Inc.$89M
- JANE STREET GROUP, LLC$49M
- COMERICA BANK$20M
- Foguth Wealth Management, LLC.$11M
- FOREFRONT WEALTH MANAGEMENT INC.$10M
Largest adds
- JPMORGAN CHASE & CO$355M
- LPL Financial LLC$170M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$105M
- ENVESTNET ASSET MANAGEMENT INC$67M
- Cetera Investment Advisers$28M
- Arkadios Wealth Advisors$27M
Largest trims
- BANK OF AMERICA CORP /DE/$64M
- NewEdge Advisors, LLC$37M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$36M
- WELLS FARGO & COMPANY/MN$35M
- UBS Group AG$27M
- MML INVESTORS SERVICES, LLC$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 47,488,354 | $2.7B | 17.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 30,997,664 | $1.8B | 11.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 16,357,007 | $927M | 6.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 12,272,620 | $683M | 4.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,165,921 | $633M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 8,554,441 | $485M | 3.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,366,269 | $474M | 3.1% | 2026-Q1 |
| LPL Financial LLC added | 7,224,145 | $409M | 2.7% | 2026-Q1 |
| Nationwide Fund Advisors trimmed | 6,910,894 | $392M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 6,769,549 | $384M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 6,083,774 | $345M | 2.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 5,419,221 | $307M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 4,364,248 | $247M | 1.6% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 4,208,706 | $239M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,042,219 | $169M | 1.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 2,948,363 | $167M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,921,309 | $166M | 1.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 2,821,484 | $160M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 2,800,288 | $159M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,741,652 | $155M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,639,710 | $150M | 1.0% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 2,356,270 | $134M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 2,144,440 | $116M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,050,260 | $116M | 0.8% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 2,030,560 | $115M | 0.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,929,732 | $109M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 1,839,578 | $104M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,778,164 | $101M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,713,220 | $97M | 0.6% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 1,576,054 | $89M | 0.6% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 1,543,963 | $88M | 0.6% | 2026-Q1 |
| Enstar Group LTD | 1,539,025 | $87M | 0.6% | 2026-Q1 |
| Hamilton Capital, LLC added | 1,419,817 | $80M | 0.5% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 1,370,824 | $78M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 1,369,852 | $78M | 0.5% | 2026-Q1 |
| Allworth Financial LP added | 1,293,806 | $73M | 0.5% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 1,279,991 | $73M | 0.5% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 1,235,426 | $70M | 0.5% | 2026-Q1 |
| Focus Partners Wealth added | 1,087,203 | $62M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,038,077 | $59M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,007,668 | $57M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 994,375 | $56M | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 975,186 | $55M | 0.4% | 2026-Q1 |
| Traynor Capital Management, Inc. added | 993,025 | $55M | 0.4% | 2026-Q1 |
| SHP Wealth Management added | 941,864 | $53M | 0.4% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 925,552 | $52M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 902,434 | $51M | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC added | 836,279 | $47M | 0.3% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 816,880 | $46M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 804,512 | $46M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 769,455 | $43M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 755,967 | $43M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 729,907 | $41M | 0.3% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 726,571 | $41M | 0.3% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 717,528 | $41M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 709,422 | $40M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 684,459 | $39M | 0.3% | 2026-Q1 |
| &PARTNERS added | 659,626 | $37M | 0.2% | 2026-Q1 |
| Lebenthal Global Advisors, LLC trimmed | 646,487 | $37M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 644,712 | $37M | 0.2% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 636,728 | $36M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 609,009 | $35M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 608,099 | $34M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 606,352 | $34M | 0.2% | 2026-Q1 |
| Coastal Bridge Advisors, LLC trimmed | 596,392 | $34M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 547,521 | $31M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 544,854 | $31M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 541,224 | $31M | 0.2% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 529,383 | $31M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 534,301 | $30M | 0.2% | 2026-Q1 |
| RATIONAL ADVISORS, INC. added | 534,014 | $30M | 0.2% | 2026-Q1 |
| CORNERSTONE ENTERPRISES, LLC trimmed | 533,898 | $30M | 0.2% | 2026-Q1 |
| Sterling Investment Counsel, LLC added | 532,358 | $30M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 524,978 | $30M | 0.2% | 2026-Q1 |
| BOKF, NA added | 502,821 | $28M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 500,267 | $28M | 0.2% | 2026-Q1 |
| Horizon Advisory Services, Inc. added | 495,128 | $28M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 485,575 | $28M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 475,324 | $27M | 0.2% | 2026-Q1 |
| Midwest Trust Co added | 471,546 | $27M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 468,740 | $27M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 464,690 | $26M | 0.2% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 464,137 | $26M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 463,452 | $26M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 459,668 | $26M | 0.2% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 456,638 | $26M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 434,984 | $25M | 0.2% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC added | 432,989 | $25M | 0.2% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 432,895 | $25M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 432,461 | $25M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 417,797 | $24M | 0.2% | 2026-Q1 |
| CIBC Private Wealth Group LLC trimmed | 3,079,471 | $176M | 1.2% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 1,552,845 | $89M | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 1,219,339 | $69M | 0.5% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 848,015 | $49M | 0.3% | 2025-Q4 stale |
| Sandy Spring Bank added | 770,714 | $44M | 0.3% | 2025-Q1 stale |
| SYNOVUS FINANCIAL CORP added | 686,623 | $39M | 0.3% | 2025-Q3 stale |
| Corrigan Financial, Inc. added | 544,076 | $31M | 0.2% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 507,452 | $29M | 0.2% | 2025-Q2 stale |
| FSA WEALTH PARTNERS, INC. added | 415,469 | $24M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.