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

13F filers

Aggregate Value

$108.8M

Across holders

Last Price

$58.09

2026-08-24

Sector

—

GICS

Quarterly fund activity5 increased3 reduced1 exited

Institutional Holders of JEPI

↗

9 holders

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	88.0%	0.1%	Reduced	$-95.9M	Q2 2026
Gotham Asset Management, LLC CIK 0001510387	Hedge Fund	99K	$5.6M	5.1%	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
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	1.1%	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

$95.8M· 88.0% of total· 0.1% port· 1.70M sh· $-95.9M QoQ· Q2 2026

$5.6M· 5.1% of total· 0.0% port· 99K sh· $-590K QoQ· Q2 2026

$3.8M· 3.5% of total· 0.0% port· 68K sh· +$561K QoQ· Q2 2026

$1.3M· 1.2% of total· 0.0% port· 23K sh· — QoQ· Q2 2026

$1.2M· 1.1% of total· 0.0% port· 20K sh· $-4.2M QoQ· Q2 2026

$410K· 0.4% of total· 0.0% port· 7K sh· +$211K QoQ· Q2 2026

$282K· 0.3% of total· 0.0% port· 5K sh· — QoQ· Q2 2026

$258K· 0.2% of total· 0.0% port· 5K sh· $-330K QoQ· Q2 2026

$223K· 0.2% of total· 0.0% port· 4K sh· +$0 QoQ· Q2 2026

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