JEPI (J P MORGAN EXCHANGE TRADED F) is held by 120 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($2.7B), BANK OF AMERICA CORP /DE/ ($1.8B), WELLS FARGO & COMPANY/MN ($927.1M). Net institutional sentiment: Mixed.
120
Holders
Avg rating(20 Elite)
$12.1B
Total Value
65% (123)
Fund Consensus
79 buying - 43 selling
Smart Money Verdict65Positive MomentumConfirmed
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See how JEPI's score breaks down across 4 SEC sources
Held by 120 funds
20 elite
Who's Trading
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 47.5M(+0.5%) | $2.7B | 0.2% | +10.94% | 38 | |
Decreased | 31M(-2.6%) | $1.8B | 0.1% | +6.07% | 0 | |
Decreased | 16.4M(-2.7%) | $927.1M | 0.2% | +18.74% | 0 | |
Increased | 12.3M(+114.3%) | $683M | 0.0% | -0.07% | 51 | |
Increased | 11.2M(+12.9%) | $632.9M | 0.2% | +13.73% | 43 | |
Increased | 8.6M(+5.6%) | $484.9M | 0.1% | +4.35% | 40 | |
Increased | 8.4M(+5.7%) | $474.2M | 0.1% | +5.44% | 33 | |
Increased | 7.2M(+73.0%) | $409.5M | 0.1% | +3.39% | 56 | |
Decreased | 6.8M(-5.7%) | $383.7M | 0.1% | +22.82% | 0 | |
Increased | 6.1M(+10.0%) | $344.8M | 0.4% | +8.09% | 41 | |
Decreased | 5.4M(-4.8%) | $307.2M | 0.4% | +25.20% | 0 | |
Increased | 4.4M(+2.6%) | $247.4M | 0.3% | +18.93% | 38 | |
Increased | 3M(+20.5%) | $169M | 0.1% | +1.30% | 36 | |
Decreased | 2.9M(-10.1%) | $166.7M | 0.2% | +1.32% | 0 | |
Increased | 2.9M(+1.4%) | $165.6M | 0.2% | +19.38% | 37 | |
Decreased | 2.8M(-0.3%) | $159.9M | 0.1% | +18.35% | 0 | |
Decreased | 2.7M(-10.5%) | $155.4M | 0.4% | +19.54% | 0 | |
Decreased | 2.6M(-12.1%) | $149.6M | 0.1% | +18.34% | 0 | |
Increased | 2.1M(+15.7%) | $116.4M | 0.7% | -2.21% | 49 | |
Decreased | 2.1M(-4.0%) | $116.2M | 0.0% | +8.14% | 0 |
