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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
134 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
1,415 filers reported a long position in JEPI for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $2.8B | 48.7M | +2.6% |
| BANK OF AMERICA CORP /DE/ | $1.7B | 29.7M | -4.1% |
| WELLS FARGO & COMPANY/MN | $977.4M | 17.3M | +5.8% |
| ENVESTNET ASSET MANAGEMENT INC | $638.9M | 11.3M | +1.3% |
| LPL Financial LLC | $585.3M | 10.4M | +43.5% |
| RAYMOND JAMES FINANCIAL INC | $495.6M | 8.8M | +2.6% |
| ROYAL BANK OF CANADA | $452.9M | 8M | -4.1% |
| Cetera Investment Advisers | $390.3M | 6.9M | +13.6% |
| UBS Group AG | $369M | 6.5M | -3.5% |
| JPMORGAN CHASE & CO | $329.5M | 5.8M | -52.4% |
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