1286 tracked 13F filers disclose a position in JEPI as of the latest SEC 13F filings, a combined $18.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $2.7B | 47.5M | ▲+0.5% Added · +254K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $1.8B | 31.0M | ▼−2.6% Reduced · −823K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $927.1M | 16.4M | ▼−2.7% Reduced · −456K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $683.0M | 12.3M | ▲+114% Added · +6.5M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $632.9M | 11.2M | ▲+13% Added · +1.3M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $484.9M | 8.6M | ▲+5.6% Added · +455K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $474.2M | 8.4M | ▲+5.7% Added · +449K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $409.5M | 7.2M | ▲+73% Added · +3.0M sh | Q1 2026 | |
| 9 | Nationwide Fund Advisors | $391.7M | 6.9M | ▼−2.5% Reduced · −179K sh | Q1 2026 | |
| 10 | UBS Group AG | $383.7M | 6.8M | ▼−5.7% Reduced · −406K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $344.8M | 6.1M | ▲+10.0% Added · +553K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $307.2M | 5.4M | ▼−4.8% Reduced · −275K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $247.4M | 4.4M | ▲+2.6% Added · +109K sh | Q1 2026 | |
| 14 | RiverFront Investment Group, LLC | $199.1M | 3.5M | ▼−16% Reduced · −684K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $187.5M | 3.3M | ▲+21% Added · +579K sh | Q2 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $169.0M | 3.0M | ▲+20% Added · +517K sh | Q1 2026 | |
| 17 | CIBC Bancorp USA Inc. | $166.7M | 2.9M | ▲63× Added · +2.9M sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $165.6M | 2.9M | ▲+1.4% Added · +40K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $159.9M | 2.8M | ▼−0.3% Reduced · −8K sh | Q1 2026 | |
| 20 | Confluence Wealth Services, Inc. | $159.2M | 2.8M | ▲+20% Added · +463K sh | Q2 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $149.6M | 2.6M | ▼−12% Reduced · −364K sh | Q1 2026 | |
| 22 | Equitable Holdings, Inc. | $142.4M | 2.5M | ▲+18% Added · +389K sh | Q2 2026 | |
| 23 | Cornerstone Advisory, LLC | $117.4M | 2.1M | ▲+2.4% Added · +49K sh | Q2 2026 | |
| 24 | Bank of New York Mellon Corp | $116.2M | 2.1M | ▼−4.0% Reduced · −85K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $115.0M | 2.0M | ▲+11% Added · +197K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in JEPI and 32 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 798 funds | $113.5B |
| MICROSOFT CORPMSFT | 791 funds | $88.7B |
| NVIDIA CORPNVDA | 785 funds | $127.2B |
| AMAZON.COM INCAMZN | 778 funds | $66.5B |
| ALPHABET INC-CL AGOOGL | 771 funds | $63.8B |
| JPMORGAN CHASE & COJPM | 749 funds | $32.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 741 funds | $26.9B |
| ALPHABET INC-CL CGOOG | 736 funds | $35.8B |
| META PLATFORMS INC-CLASS AMETA | 726 funds | $33.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 724 funds | $16.7B |
| BROADCOM INCAVGO | 711 funds | $47.1B |
| ELI LILLY & COLLY | 710 funds | $27.4B |
Ranked by how many of JEPI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JEPI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JEPI/capital-change-brief"
Use Arkolith's capital_change_brief for JEPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JEPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.