Does LPL Financial own JEPI stock?

Yes. As of its Q2 2026 13F, LPL Financial holds 10,363,670 shares of JEPI, worth $585.3M.

How many shares of JEPI does LPL Financial own?

As of its Q2 2026 13F, LPL Financial holds 10,363,670 shares of JEPI.

As of its Q2 2026 13F, LPL Financial's JEPI position is worth $585.3M.

In Q2 2026, LPL Financial increased its JEPI position by 3,139,525 shares (+43.5%).

LPL Financial first reported JEPI in its Q2 2021 13F and has listed it in 21 quarterly 13F filings.

Position history for LPL Financial LLC's holdings in J P MORGAN EXCHANGE TRADED F

Current Value

$585.3M

Current Shares

10.4M

Total Value Change

+$584M

Total Shares Change

+10.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	10.4M	+43.5%	$585.3M	0.1%	$55.04	51
2026-Q1	Increased	7.2M	+73.0%	$409.5M	0.1%	$54.02	56
2025-Q4	Decreased	4.2M	-1.7%	$239M	0.1%	$53.92	0
2025-Q3	Increased	4.2M	+8.5%	$242.5M	0.1%	$52.39	33
2025-Q2	Increased	3.9M	+56.3%	$222.5M	0.1%	$51.13	43
2025-Q1	Increased	2.5M	+12.4%	$143.1M	0.1%	$50.09	34
2024-Q4	Increased	2.2M	+17.3%	$128.2M	0.1%	$49.88	35
2024-Q3	Increased	1.9M	+28.0%	$113.1M	0.1%	$50.25	37
2024-Q2	Increased	1.5M	+3.3%	$84.1M	0.0%	$47.02	31
2024-Q1	Increased	1.4M	+20.3%	$83.1M	0.0%	$47.13	35
2023-Q4	Increased	1.2M	+23.1%	$65.7M	0.0%	$44.31	36
2023-Q3	Increased	970,907	+9.8%	$52M	0.0%	$41.95	32
2023-Q2	Increased	884,513	+24.0%	$48.9M	0.0%	$42.57	36
2023-Q1	Increased	713,226	+90.2%	$38.9M	0.0%	$41.07	46
2022-Q4	Increased	374,978	+350.1%	$20.4M	0.0%	$40.35	46
2022-Q3	Decreased	83,312	-19.6%	$4.3M	0.0%	$36.37	0
2022-Q2	Increased	103,634	+28.1%	$5.7M	0.0%	$38.20	34
2022-Q1	Decreased	80,901	-5.0%	$5M	0.0%	$41.19	0
2021-Q4	Increased	85,129	+65.7%	$5.4M	0.0%	$41.80	40
2021-Q3	Increased	51,386	+129.0%	$3.1M	0.0%	$38.45	43
2021-Q2	New	22,442	-	$1.4M	0.0%	$38.44	35

Other major holders of JEPI: MORGAN STANLEY