JEPI: J P Morgan Exchange Traded F insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
1,420 institutions reported holding $17.81B of J P Morgan Exchange Traded F on Form 13F (1,416 the quarter before). 104 opened a new position and 94 sold out. Shares held by institutions: -3%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 48,733,339 | $2.75B |
| BANK OF AMERICA CORP /DE/ | 29,737,195 | $1.68B |
| WELLS FARGO & COMPANY/MN | 17,305,015 | $977.39M |
| ENVESTNET ASSET MANAGEMENT INC | 11,312,713 | $638.94M |
| LPL Financial LLC | 10,363,670 | $585.34M |
| RAYMOND JAMES FINANCIAL INC | 8,775,532 | $495.64M |
| ROYAL BANK OF CANADA | 8,019,277 | $452.93M |
| Cetera Investment Advisers | 6,909,528 | $390.25M |
| UBS Group AG | 6,532,936 | $368.98M |
| JPMORGAN CHASE & CO | 5,838,036 | $329.50M |
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