Who Owns J P MORGAN EXCHANGE TRADED F (JEPI)? -- Institutional Holders (2026-03-31)

Name: J P MORGAN EXCHANGE TRADED F (JEPI) Institutional Holders (2026-03-31)
Creator: ko.io

1,477 institutions reported holding $18.77B of J P MORGAN EXCHANGE TRADED F (JEPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($2.69B), BANK OF AMERICA CORP /DE/ ($1.76B), WELLS FARGO & COMPANY/MN ($927.1M), JPMORGAN CHASE & CO ($683.0M), ENVESTNET ASSET MANAGEMENT INC ($632.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$2.69B	47.5M	Added
2	BANK OF AMERICA CORP /DE/	$1.76B	31.0M	Trimmed
3	WELLS FARGO & COMPANY/MN	$927.1M	16.4M	Trimmed
4	JPMORGAN CHASE & CO	$683.0M	12.3M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$632.9M	11.2M	Added
6	RAYMOND JAMES FINANCIAL INC	$484.9M	8.6M	Added
7	Royal Bank of Canada	$474.2M	8.4M	Added
8	LPL Financial LLC	$409.5M	7.2M	Added
9	Nationwide Fund Advisors	$391.7M	6.9M	Trimmed
10	UBS Group AG	$383.7M	6.8M	Trimmed
11	Cetera Investment Advisers	$344.8M	6.1M	Added
12	OSAIC HOLDINGS, INC.	$307.2M	5.4M	Trimmed
13	COMMONWEALTH EQUITY SERVICES, LLC	$247.4M	4.4M	Added
14	RiverFront Investment Group, LLC	$238.5M	4.2M	Added
15	JONES FINANCIAL COMPANIES LLLP	$169.0M	3.0M	Added
16	CIBC Bancorp USA Inc.	$166.7M	2.9M	Added
17	HighTower Advisors, LLC	$165.6M	2.9M	Added
18	STIFEL FINANCIAL CORP	$159.9M	2.8M	Trimmed
19	Janney Montgomery Scott LLC	$158.7M	2.8M	Added
20	MML INVESTORS SERVICES, LLC	$155.4M	2.7M	Trimmed
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$149.6M	2.6M	Trimmed
22	Confluence Wealth Services, Inc.	$133.6M	2.4M	Added
23	Equitable Holdings, Inc.	$116.4M	2.1M	Added
24	Bank of New York Mellon Corp	$116.2M	2.1M	Trimmed
25	Cornerstone Advisory, LLC	$115.1M	2.0M	Added

Source: SEC Form 13F filings · as of 2026-03-31