J P MORGAN EXCHANGE TRADED F (JEPI): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in JEPI. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
10
13F filers
Aggregate Value
$110.7M
Across holders
Last Price
$57.06
2026-10-19
Sector
—
GICS
Quarterly fund activity5 increased4 reduced1 exited
Full exits: RENAISSANCE TECHNOLOGIES LLC
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 1.70M | $95.8M | 86.5% | 0.1% | Reduced | $-95.9M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 99K | $5.6M | 5.0% | 0.0% | Reduced | $-590K | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 68K | $3.8M | 3.5% | 0.0% | Added | +$561K | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 33K | $1.9M | 1.7% | 0.0% | Reduced | $-260K | Q2 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 23K | $1.3M | 1.2% | 0.0% | Added | — | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 20K | $1.2M | 1.0% | 0.0% | Added | $-4.2M | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 7K | $410K | 0.4% | 0.0% | Added | +$211K | Q2 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 5K | $282K | 0.3% | 0.0% | Added | — | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 5K | $258K | 0.2% | 0.0% | Reduced | $-330K | Q2 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 4K | $223K | 0.2% | 0.0% | Unchanged | +$0 | Q2 2026 |
Reduced
Hedge Fund
$95.8M· 86.5% of total· 0.1% port· 1.70M sh· $-95.9M QoQ· Q2 2026
Reduced
Hedge Fund
$5.6M· 5.0% of total· 0.0% port· 99K sh· $-590K QoQ· Q2 2026
Added
Hedge Fund
$3.8M· 3.5% of total· 0.0% port· 68K sh· +$561K QoQ· Q2 2026
Reduced
Hedge Fund
$1.9M· 1.7% of total· 0.0% port· 33K sh· $-260K QoQ· Q2 2026
Added
Hedge Fund
$1.3M· 1.2% of total· 0.0% port· 23K sh· — QoQ· Q2 2026
Added
Hedge Fund
$1.2M· 1.0% of total· 0.0% port· 20K sh· $-4.2M QoQ· Q2 2026
Added
Hedge Fund
$410K· 0.4% of total· 0.0% port· 7K sh· +$211K QoQ· Q2 2026
Added
Hedge Fund
$282K· 0.3% of total· 0.0% port· 5K sh· — QoQ· Q2 2026
Reduced
Institutional Manager
$258K· 0.2% of total· 0.0% port· 5K sh· $-330K QoQ· Q2 2026
Unchanged
Hedge Fund
$223K· 0.2% of total· 0.0% port· 4K sh· +$0 QoQ· Q2 2026
Recent insider activity
No Form 4 purchase or sale records in our coverage in the last 90 days.