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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,400 managers (1,417 13F filers) reported a position in JEPI shares at 2026-06-30, 321,868,241 shares in all. 104 filers opened a position and 94 filers sold out during the quarter.

Managers
1,400
13F filers
1,417
New
104
Added
672
Reduced
493
Sold out
94
Shares held by filers
321,868,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arkadios Wealth Advisors173,404$9.79M0.15%-432,94813F-HRTimeline
SageGuard Financial Group, LLC172,323$9.73M1.37%-51,90713F-HRTimeline
F/m Investments LLC171,320$9.68M0.49%-11,50513F-HRTimeline
EASTERN BANK170,656$9.64M0.15%+39,01913F-HRTimeline
CENTRAL TRUST Co169,687$9.58M0.17%+2,00413F-HRTimeline
Koshinski Asset Management, Inc.167,985$9.49M0.51%-4,01513F-HRTimeline
INTEGRITY ALLIANCE, LLC.167,848$9.48M0.3%+9,81213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…166,377$9.39M1.08%+8,95813F-HRTimeline
Krilogy Financial LLC165,553$9.35M0.28%+4,90413F-HRTimeline
Scott Capital Advisors, LLC162,601$9.18M1.44%+4,69713F-HRTimeline
DeDora Capital, Inc.159,611$9.01M1.96%+18,13513F-HRTimeline
Granite Bay Wealth Management, LLC158,475$8.95M0.82%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…158,461$8.95M0.92%-155,65913F-HRTimeline
Merit Financial Group, LLC157,668$8.91M0.06%-19,41013F-HR/ATimeline
FIDUCIARY FAMILY OFFICE, LLC156,548$8.84M2.21%-17,23013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…156,481$8.84M0.98%-18,21413F-HRTimeline
Pacific Center for Financial Services154,440$8.72M1.95%-22713F-HRTimeline
MGO ONE SEVEN LLC153,744$8.68M0.14%-141,14813F-HRTimeline
Fairway Wealth LLC152,703$8.62M1.97%+3,14913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK151,849$8.58M0.04%+4,38113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…150,205$8.43M0.5%-11,29113F-HRTimeline
NCM Capital Management, LLC148,820$8.41M2.59%+4,21313F-HRTimeline
High Net Worth Advisory Group LLC147,628$8.34M1.77%-16,26713F-HRTimeline
Sterling Investment Advisors, Ltd.147,147$8.31M1.39%+5,17113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146,434$8.27M0.01%+7,64913F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.146,306$8.26M8.07%+16,04813F-HRTimeline
NWF Advisory Services Inc.144,285$8.15M0.77%-4,99013F-HRTimeline
CFO4Life Group, LLC143,665$8.11M1.09%+1613F-HRTimeline
SMART Wealth LLC143,327$8.1M1.74%+34,99713F-HRTimeline
Mutual Advisors, LLC142,863$8.07M0.15%+4,87713F-HRTimeline
PFG Investments, LLC142,628$8.06M0.31%+5,97513F-HRTimeline
CVA Family Office, LLC142,494$8.05M0.73%-10,23213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC141,906$8.01M0.65%+5,47413F-HRTimeline
Madrona Financial Services, LLC140,005$7.91M1.46%+5,40513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…139,974$7.91M0.27%+6,55113F-HRTimelineGroup
Aprio Wealth Management, LLC139,896$7.9M0.39%+7,56713F-HRTimeline
Garden State Investment Advisory Servic…138,440$7.82M1.53%+5,05013F-HRTimeline
CENTAURUS FINANCIAL, INC.137,742$7.78M0.3%+3,50113F-HRTimeline
Snowden Capital Advisors LLC137,343$7.76M0.18%-10,94113F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC136,335$7.7M2.41%+31,68213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC134,823$7.61M0.12%-13,18213F-HRTimeline
Intrepid Financial Planning Group LLC133,479$7.54M2.56%-3,00313F-HRTimeline
Foundations Investment Advisors, LLC132,174$7.47M0.08%+25,50813F-HRTimeline
Stelac Advisory Services LLC131,947$7.45M1.39%013F-HRTimeline
New England Private Wealth Advisors LLC130,776$7.43M0.72%+3,51913F-HRTimeline
Turn8 Private Wealth Inc.129,107$7.39M4.93%-16,34113F-HRTimeline
Smartleaf Asset Management LLC130,729$7.38M0.24%013F-HRTimeline
Capital Advisors Wealth Management, LLC129,883$7.34M0.86%-69913F-HRTimeline
Financial Alternatives, Inc129,653$7.32M3.61%-3,53013F-HRTimeline
Orion Porfolio Solutions, LLC129,579$7.32M0.06%-160,25713F-HRTimeline
Moors & Cabot, Inc.129,411$7.31M0.28%-1,14813F-HRTimeline
Sigma Planning Corp129,123$7.29M0.18%-15,16013F-HRTimeline
Summit Financial Wealth Advisors, LLC129,091$7.29M0.93%+2,56813F-HRTimeline
StrongBox Wealth, LLC127,988$7.23M2.06%-2,37913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC125,285$7.08M0.22%+15,15413F-HRTimelineGroup
Mayfair Advisory Group, LLC123,132$6.99M2.11%-27,70613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC121,768$6.88M0.78%+14,52513F-HRTimeline
Strategic Wealth Partners, Ltd.121,186$6.84M0.42%-11,63813F-HRTimeline
Three Magnolias Financial Advisors, LLC119,983$6.78M3.78%+33,88213F-HRTimeline
Leelyn Smith, LLC119,192$6.73M0.82%-98113F-HRTimeline
CIBC WORLD MARKET INC.119,160$6.73M0.01%+9,14813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC117,781$6.65M0.76%-2,83613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC117,271$6.62M0.89%-529,21613F-HRTimelineGroup
Aureum Wealth Management, LLC117,157$6.62M4.1%+5,16813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC117,031$6.61M1.08%-10,06613F-HRTimeline
Community Financial Services Group, LLC117,545$6.6M0.96%-6013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC116,375$6.57M0.61%-36913F-HRTimeline
Caprock Group, LLC115,149$6.5M0.12%+67,22713F-HRTimeline
Stonebridge Financial Group, LLC114,877$6.49M0.49%-34,10813F-HRTimeline
Saxony Capital Management, LLC114,858$6.49M2.97%+11,87913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC114,777$6.48M0.02%-40,98913F-HRTimelineGroup
SeaCrest Wealth Management, LLC114,678$6.48M0.72%-22,64213F-HRTimeline
Investment Partners Asset Management, I…114,098$6.44M3.6%+5,83213F-HRTimeline
Soltis Investment Advisors LLC114,039$6.44M0.37%+44,08813F-HRTimeline
Campbell Deegan Wealth Management, LLC112,578$6.36M4.52%+9,15913F-HRTimeline
Ausdal Financial Partners, Inc.111,831$6.32M0.25%+13,85813F-HRTimeline
BEAM WEALTH ADVISORS, INC.111,463$6.3M1.39%+9,77213F-HR/ATimeline
Intrua Financial, LLC111,071$6.27M0.59%+5,52313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110,034$6.21M0.19%-13713F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC109,704$6.2M0.3%-193,48713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,605$6.19M<0.01%+10,67313F-HRTimelineGroup
Vivid Wealth Management, LLC109,173$6.17M2.17%+2,58313F-HRTimeline
Thayer Partners, LLC / MA108,911$6.15M2.55%+10,51613F-HRTimeline
WINCAP FINANCIAL LLC108,719$6.14M3.32%+13,95213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC108,085$6.1M0.11%-326,89913F-HRTimeline
Perissos Private Wealth Management, LLC107,822$6.09M4.11%+2,23613F-HRTimeline
Blue Water Asset Management107,520$6.07M1.96%-9,59313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC107,221$6.06M0.95%-23,80313F-HRTimeline
Selective Wealth Management, Inc.107,068$6.05M1.59%-4,03013F-HRTimeline
Global Retirement Partners, LLC107,183$6.05M0.09%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP107,058$6.05M0.28%-13,19513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…106,552$6.02M0.17%-2,98113F-HRTimelineGroup
Avior Wealth Management, LLC106,114$5.99M0.16%-14,57513F-HRTimeline
Southeast Asset Advisors, LLC106,013$5.99M0.61%-3,71713F-HRTimeline
Vestmark Advisory Solutions, Inc.105,759$5.97M0.06%-326,70213F-HRTimeline
Brady Martz Wealth Solutions, LLC105,425$5.95M0.9%+30613F-HRTimeline
Merkkuri Wealth Advisors LLC105,369$5.95M3.69%+15,48613F-HRTimeline
Clearstead Trust, LLC105,133$5.94M0.78%-25,02813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC104,359$5.89M0.57%-16413F-HRTimeline
Cascade Wealth Advisors, Inc101,978$5.87M2.36%-57,54513F-HRTimeline
O'ROURKE & COMPANY, Inc103,938$5.87M2.05%+11,86513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103,347$5.84M<0.01%-5,10513F-HRTimelineGroup
Allred Capital Management, LLC102,788$5.81M1.91%+5,23113F-HRTimeline
Visionary Wealth Advisors102,686$5.8M0.23%-56,52113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP102,642$5.8M0.01%-20,92313F-HR/ATimelineGroup
Eagle Bluffs Wealth Management LLC102,284$5.78M1.93%+1,80713F-HRTimeline
Base Wealth Management LLC100,404$5.67M2.64%+11,35413F-HRTimeline
Centurion Wealth Management LLC100,301$5.66M1.35%-64913F-HRTimeline
Penney Financial, LLC100,261$5.66M1.98%+64113F-HRTimeline
Perigon Wealth Management, LLC100,115$5.65M0.09%+12,98013F-HRTimeline
N.E.W. Advisory Services LLC99,777$5.64M0.38%+11,20713F-HRTimeline
Focused Wealth Management, Inc98,934$5.59M0.49%+82713F-HRTimeline
Gotham Asset Management, LLC98,676$5.57M0.01%-10,44713F-HRTimeline
Bauman Advisory Group, LLC98,124$5.54M2.93%+19,55513F-HRTimeline
Talon Private Wealth, LLC97,586$5.51M0.64%+92,26913F-HRTimeline
OneDigital Investment Advisors LLC97,266$5.49M0.05%+16,11613F-HRTimeline
J. Team Financial, Inc.97,071$5.48M5.33%+11,34513F-HRTimeline
Thomasville National Bank96,826$5.47M0.3%13F-HRTimeline
Joseph P. Lucia & Associates, LLC96,503$5.45M1.64%+19,07913F-HRTimeline
Bluespring Wealth Management, LLC95,863$5.41M0.1%+71,88213F-HRTimeline
Asset Allocation Strategies LLC95,438$5.39M0.83%+4,04613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP95,380$5.39M<0.01%+2,65713F-HRTimelineGroup
S&A Financial Services, Inc.94,713$5.35M3.27%+30,59813F-HRTimeline
Atria Investments, Inc94,690$5.35M0.05%+28,31813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC94,099$5.31M0.02%+44,69513F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC93,704$5.29M0.2%+14,26813F-HRTimeline
Claro Advisors Inc.93,290$5.27M0.55%+7,82913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP93,263$5.27M0.07%+84,38713F-HRTimeline
Western Wealth Management, LLC92,680$5.23M0.17%-3,99813F-HRTimeline
Snider Financial Group92,400$5.22M1.33%+9,50613F-HRTimeline
Ulland Investment Advisors, LLC91,995$5.2M3.83%+3,66013F-HRTimeline
Vienna Asset Management LLC91,130$5.15M3.66%+25,77613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC90,974$5.14M0.05%+12,04613F-HRTimelineGroup
Clark Wealth Partners90,809$5.13M2.9%+7,87113F-HRTimeline
Continuum Advisory, LLC90,569$5.12M0.41%-16,53813F-HRTimeline
Vavra Capital Management, LLC89,993$5.08M4.45%+44913F-HRTimeline
TBH Global Asset Management, LLC89,894$5.08M0.93%+2,88413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.88,958$5.02M0.25%+2,93313F-HRTimelineGroup
Whalen Wealth Management Inc.88,772$5.01M2.26%+46313F-HRTimeline
Savvy Advisors, Inc.88,697$5.01M0.11%+72,73513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC88,282$4.99M0.12%-3,96013F-HRTimeline
Safe Harbor Fiduciary, LLC87,474$4.94M3.85%-13,32013F-HRTimeline
NewEdge Wealth, LLC87,032$4.92M0.05%+11,80813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC86,798$4.9M0.09%+21,63213F-HRTimeline
Peregrine Asset Advisers, Inc.86,632$4.89M1.06%-2,91613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC86,517$4.89M1.48%-73213F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp86,360$4.88M<0.01%-8,17113F-HRTimelineGroup
Integrated Financial Solutions, Inc.86,245$4.87M2.63%+6,90013F-HRTimeline
Thrive Capital Management, LLC86,034$4.86M0.92%-19,95413F-HRTimeline
Troutman Wealth Management, LLC85,876$4.85M3.73%+2,92913F-HRTimeline
IHT Wealth Management, LLC85,664$4.84M0.1%-23,73513F-HRTimeline
WEALTHSPAN PARTNERS, LLC85,481$4.83M1.52%+4,82713F-HRTimeline
Kingstone Capital Partners Texas, LLC85,199$4.81M2.56%+8,64513F-HRTimeline
Wick Capital Partners, LLC85,182$4.81M0.73%-13,29213F-HRTimeline
LifeWealth Investments, LLC85,004$4.8M1.28%-2,81013F-HRTimeline
Summit Wealth Partners, LLC84,505$4.77M0.68%+2,20213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding84,240$4.76M+61,892Timeline
Forvis Mazars Wealth Advisors, LLC84,011$4.74M0.08%+18,73813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.83,881$4.74M1.61%+1,51713F-HRTimeline
RETIREMENT GUYS FORMULA LLC83,530$4.72M1.78%+4,06613F-HRTimeline
TrustBankin group TrustBank82,691$4.67M1.59%+2,71513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.82,507$4.66M0.68%+6,32613F-HRTimeline
Wealthspire Advisors, LLC82,291$4.65M0.03%+14,66013F-HRTimeline
B. Riley Wealth Advisors, Inc.81,743$4.61M0.25%+23,16613F-HRTimeline
Slagle Financial, LLC81,443$4.6M1.38%+11,90913F-HRTimeline
J HAGAN CAPITAL, INC.81,195$4.59M2.12%+9,03713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV80,906$4.57M0.22%+15,54113F-HRTimeline
4WEALTH ADVISORS, INC.80,521$4.54M3.49%+97013F-HRTimeline
Sowell Financial Services LLC80,304$4.54M0.15%-48713F-HRTimeline
LOWERY THOMAS, LLC80,090$4.52M2.21%+91113F-HRTimeline
IFP Advisors, Inc79,641$4.5M0.08%+2,38313F-HRTimeline
Windsor Capital Management, LLC79,364$4.48M1.16%+2,70213F-HRTimeline
RDA Financial Network78,821$4.45M0.97%+1,26413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC78,706$4.45M0.85%+3,04613F-HRTimeline
SkyOak Wealth, LLC78,136$4.41M0.72%+19,29713F-HRTimeline
Onyx Bridge Wealth Group LLC77,627$4.38M0.39%-2,88913F-HRTimeline
MOR Wealth Management, LLC77,612$4.38M1.75%-1,13913F-HRTimeline
Weinberger Asset Management, Inc76,226$4.37M1.4%+6,70313F-HRTimeline
21 West Wealth Management LLC76,754$4.34M3.7%-4,65713F-HRTimeline
Trajan Wealth LLC76,602$4.33M0.16%+14513F-HRTimeline
FourThought Financial Partners, LLC76,563$4.32M0.33%+2,00413F-HRTimeline
JSF Financial, LLC76,473$4.32M0.7%+8,29013F-HRTimeline
Vise Technologies, Inc.76,285$4.31M0.05%+13,08613F-HRTimeline
Semus Wealth Partners LLC75,807$4.28M2.07%+1,87713F-HRTimeline
Henderson Brothers Financial Partners, …75,586$4.27M2.02%+68,83013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC75,535$4.27M0.26%+28,51713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC75,536$4.27M0.03%+7,00413F-HRTimelineGroup
M.E. ALLISON & CO., INC.75,481$4.26M2.45%+4,28313F-HRTimeline
SCOTIA CAPITAL INC.75,389$4.26M0.02%+11,02713F-HRTimeline
AlphaStar Capital Management, LLC75,293$4.25M0.27%+41213F-HRTimeline
AlphaCore Capital LLC73,972$4.18M0.08%-7,47413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC73,191$4.13M1.08%+7,82613F-HRTimeline
Principle Wealth Partners LLC72,467$4.09M0.2%-24,63813F-HRTimeline
Grantvest Financial Group LLC72,285$4.08M2.37%-90613F-HRTimeline
Princeton Global Asset Management LLC72,079$4.07M0.58%+7,28113F-HRTimeline
Fairway Financial, LLC72,062$4.07M2.78%+2,09713F-HRTimeline
RFG Advisory, LLC71,955$4.06M0.06%-38,81913F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…71,089$4.02M2.42%13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC70,104$3.96M0.63%+36113F-HRTimeline
Teamwork Financial Advisors, LLC69,767$3.94M0.37%+78813F-HRTimeline