Institutional shares held 747 Million
839K calls
634K puts
Total value of holdings $42.8B
$48M calls
$36.3M puts
# of Institutions 1,402


Latest Institutional Activity in JEPI

Top Purchases

Q2 2025
Nationwide Fund Advisors Shares Held: 6.98M ($400M)
Q2 2025
Morgan Stanley Shares Held: 45.8M ($2.62B)
Q2 2025
Lpl Financial LLC Shares Held: 3.91M ($224M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 8.94M ($512M)
Q2 2025
Hamilton Capital, LLC Shares Held: 1.27M ($72.9M)

Top Sells

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 61.3K ($3.51M)
Q2 2025
Requisite Capital Management, LLC Shares Held: 228K ($13M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 507K ($29.1M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 231K ($13.2M)
Q2 2025
High Tower Advisors, LLC Shares Held: 3.18M ($182M)

About JEPI

Track Institutional and Insider Activities on JEPI

Follow J P MORGAN EXCHANGE-TRADED FD and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JEPI shares.

Notify only if

Insider Trading

Get notified when an J P Morgan Exchange Traded Fd insider buys or sells JEPI shares.

Notify only if

News

Receive news related to J P MORGAN EXCHANGE-TRADED FD

Track Activities on JEPI