13F institutional ownership facts
Institutions tracked
19
Reported value
$1,285,146.00
Reported shares
22,754
Latest filing period
Q2 2026
Top institutional holders
- Morgan Stanley · $2,752,459,078 · 0.15%
- UBS Group · $368,980,225 · 0.05%
- PNC Financial Services · $115,221,654 · 0.06%
- Jamie Dimon - JPMorgan Chase · $329,498,858 · 0.02%
- Franklin Resources · $57,798,922 · 0.01%
- Joel Greenblatt - Gotham Asset Management · $5,573,220 · 0.01%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
$ETF-JEPI
Institutional Holdings
19
Top Institutions
Top Institutions
Morgan Stanley
48,733,339 shares
0.15%
% of Portfolio
UBS Group
6,532,936 shares
0.05%
% of Portfolio
PNC Financial Services
2,040,043 shares
0.06%
% of Portfolio
Jamie Dimon - JPMorgan Chase
5,838,036 shares
0.02%
% of Portfolio
Franklin Resources
1,023,352 shares
0.01%
% of Portfolio
Joel Greenblatt - Gotham Asset Management
98,676 shares
0.01%
% of Portfolio
Mike Hankin - Brown Advisory INC
27,788 shares
NaN%
% of Portfolio
SG Americas Securities
64,300 shares
NaN%
% of Portfolio
Cliff Asness - AQR Capital Management
67,996 shares
NaN%
% of Portfolio
Ken Griffin - Citadel Advisors
20,447 shares
NaN%
% of Portfolio
Northern Trust Corp
95,380 shares
NaN%
% of Portfolio
Nuveen
6,399 shares
NaN%
% of Portfolio
Ken Fisher - Fisher Asset Management
4,562 shares
NaN%
% of Portfolio
Larry Fink - BlackRock
16,459 shares
NaN%
% of Portfolio
Renaissance Technologies
0 shares
0.00%
% of Portfolio
New York Life Invest
40,125 shares
0.02%
% of Portfolio
Paul Tudor Jones - Tudor Investment Corp
22,754 shares
NaN%
% of Portfolio
Jefferies Group
7,334 shares
NaN%
% of Portfolio
Segall Bryant & Hamill, LLC
0 shares
0.00%
% of Portfolio
Institutional InsightPRO
Scale Distribution
MEGA
31%
LARGE
42%
MEDIUM
33%
SMALL
-6%
Geographic Distribution
Institutional Activity
Buyers
56
Sellers
37
Holders
78
New
22
Exited
15
Insider TradingPRO
Trading Statistics
Insider Buyers
19
Insider Sellers
37
Purchase Value
$32.1M
Role Distribution
RatingPRO
76
B+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Recent Actions
New
11
Increased
27
Decreased
11
Exited
4
Total
40