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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AXXCESS WEALTH MANAGEMENT, LLC175,047$10.1M0.25%+15,15413F-HRTimeline
HARBOUR INVESTMENTS, INC.174,646$10M0.29%+17,19013F-HRTimeline
Bernardo Wealth Planning LLC175,000$9.99M2.39%+17213F-HRTimeline
Wealthfront Advisers LLC173,129$9.96M0.03%+24,86113F-HR/ATimeline
Dynamic Advisor Solutions LLC171,610$9.87M0.43%-13,34713F-HRTimeline
IVC Wealth Advisors LLC168,421$9.69M5.42%+8,27313F-HRTimeline
Mayfair Advisory Group, LLC167,516$9.64M5.68%+14,76013F-HRTimeline
CENTRAL TRUST Co167,092$9.61M0.24%+23,70013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …165,832$9.54M0.14%+11,33413F-HRTimelineGroup
COUNTRY CLUB BANK163,581$9.48M0.63%-7,49813F-HRTimeline
ADG Wealth Management Group, LLC163,039$9.38M8.33%13F-HRTimeline
POWER WEALTH MANAGEMENT LLC161,914$9.31M3.89%+8,79213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC161,395$9.29M0.39%-109,09413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…156,056$9.27M0.02%+12,65413F-HRTimelineGroup
Atria Investments, Inc160,775$9.25M0.12%+84,98713F-HRTimeline
Selective Wealth Management, Inc.160,274$9.22M3.74%+90313F-HRTimeline
Advisory Resource Group159,566$9.18M1.95%-33,12713F-HRTimeline
OneDigital Investment Advisors LLC159,543$9.18M0.11%+19,07213F-HRTimeline
Community Bank, N.A.159,319$9.16M1.18%+38013F-HRTimeline
Cambridge Advisors Inc.157,796$9.08M2.03%+19,76613F-HRTimeline
Regal Investment Advisors LLC157,685$9.07M0.68%+19,39113F-HRTimeline
Baker Avenue Asset Management, LP154,407$8.88M0.27%+4,04813F-HRTimeline
Private Advisor Group, LLC154,303$8.88M0.05%-5,24313F-HRTimeline
Patriot Financial Group Insurance Agenc…157,661$8.87M1.19%+4,17613F-HRTimeline
Hedeker Wealth, LLC152,652$8.78M2.19%+55713F-HRTimeline
Pinnacle Financial Partners Inc151,328$8.71M0.18%+51,33113F-HRTimeline
Wealthspire Retirement, LLC148,803$8.56M0.68%+11,78713F-HRTimeline
Turn8 Private Wealth Inc.150,014$8.55M6.1%13F-HRTimeline
Creative Planningin group Creative Planning148,387$8.54M0.01%+9,38513F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…147,788$8.5M2.4%+3,39113F-HRTimeline
Resonant Capital Advisors, LLC145,666$8.43M0.62%+6,12113F-HRTimeline
Legacy Private Trust Co.146,440$8.42M0.55%+4,26813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding145,721$8.38M+23,237Timeline
New England Private Wealth Advisors LLC145,266$8.36M1.32%+3,36913F-HRTimeline
StrongBox Wealth, LLC144,924$8.34M3.53%-1,87913F-HRTimeline
Cadence Bank143,417$8.25M0.56%+45,83713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.143,111$8.25M0.45%+130,51313F-HR/ATimelineGroup
Cascade Wealth Advisors, Inc141,551$8.14M5.51%+18,81013F-HRTimeline
49 WEALTH MANAGEMENT, LLC140,357$8.07M1.15%-40,79213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV140,111$8.06M0.59%+1,73413F-HRTimeline
Brady Martz Wealth Solutions, LLC139,169$8M1.93%13F-HRTimeline
IFP Advisors, Inc136,398$7.85M0.26%-47713F-HRTimeline
NorthCoast Asset Management LLC134,660$7.75M0.04%+24613F-HR/ATimeline
Koshinski Asset Management, Inc.133,742$7.69M0.69%-86213F-HRTimeline
BLAIR WILLIAM & CO/IL133,293$7.67M0.02%+26,04513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,331$7.62M0.02%+8,35913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp132,070$7.6M0.44%-4,26713F-HRTimelineGroup
Crescent Grove Advisors, LLC131,108$7.59M0.75%+104,28313F-HRTimeline
EASTERN BANK131,651$7.57M0.14%-9,84613F-HRTimeline
Eagle Bluffs Wealth Management LLC130,484$7.56M4.06%-15,48413F-HRTimeline
Masso Torrence Wealth Management Inc.131,305$7.55M3.97%+6,36813F-HRTimeline
Snowden Capital Advisors LLC129,967$7.53M0.23%+7,92813F-HRTimeline
Edgemoor Investment Advisors, Inc.130,101$7.48M0.66%+11,11313F-HRTimeline
Verity Asset Management, Inc.163,630$7.41M4.17%-1,62613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC127,182$7.32M3.95%-15,34513F-HRTimeline
Bridgewealth Advisory Group, LLC122,756$7.28M2.06%-13,66113F-HRTimeline
Fairway Wealth LLC126,290$7.27M3.27%-2,48413F-HRTimeline
CHOREO, LLC124,645$7.22M0.1%+101,39013F-HRTimeline
NCM Capital Management, LLC125,241$7.21M3.25%+6,32213F-HRTimeline
SeaCrest Wealth Management, LLC125,121$7.2M0.76%+19,16013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY124,291$7.17M7.89%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC124,446$7.16M1.14%+54113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC122,128$7.03M0.19%13F-HRTimeline
Mutual Advisors, LLC120,358$7.01M0.2%+10,44813F-HRTimeline
Walkner Condon Financial Advisors LLC121,565$6.99M1.42%+6,13213F-HRTimeline
Aprio Wealth Management, LLC121,086$6.97M1.02%+10,98313F-HRTimeline
VICUS CAPITAL120,963$6.96M0.62%+26,29213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…120,930$6.96M0.39%+11,67213F-HRTimelineGroup
GAMMA Investing LLC120,631$6.94M0.59%+38,34213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…119,942$6.9M1.05%+10,43813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,674$6.88M0.21%+6,30813F-HRTimelineGroup
CHANNEL WEALTH LLC119,645$6.88M2.24%+15,40713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC118,728$6.83M0.79%+18,01913F-HRTimelineGroup
FOREFRONT WEALTH MANAGEMENT INC.118,236$6.8M6.27%13F-HRTimeline
Evergreen Wealth Management, LLC117,081$6.74M3.98%-6,19113F-HRTimeline
Grant/GrossMendelsohn, LLC115,951$6.72M3.51%-2,66513F-HRTimeline
Cobblestone Asset Management LLC116,226$6.69M4.36%-35,43513F-HRTimeline
Intrepid Financial Planning Group LLC116,018$6.67M2.82%+67,78113F-HRTimeline
MJP ASSOCIATES INC /ADV115,703$6.66M1.2%+14,99413F-HRTimeline
MIdWestOne Financial Group, Inc.115,572$6.65M0.93%+5,48313F-HRTimeline
Marshall Financial Group, LLC114,575$6.59M1.6%+2,47313F-HRTimeline
Destiny Wealth Partners, LLC114,399$6.58M1.08%+5,39513F-HRTimeline
AdvisorNet Financial, Inc114,094$6.56M0.55%+28,47813F-HRTimeline
Financial Alternatives, Inc112,635$6.48M4.57%+3,15213F-HRTimeline
Principle Wealth Partners LLC112,396$6.47M0.45%+1,82013F-HRTimeline
Aventura Private Wealth, LLC112,204$6.46M3.47%13F-HRTimeline
CIBC WORLD MARKET INC.111,920$6.44M0.01%+2,26713F-HRTimeline
Garden State Investment Advisory Servic…109,690$6.34M1.95%+7,89613F-HRTimeline
Global Assets Advisory, LLC110,187$6.33M3.5%+2,17013F-HRTimeline
Lowe Wealth Advisors, LLC109,975$6.33M2.7%+8,79813F-HRTimeline
NewEdge Wealth, LLC109,964$6.33M0.11%+1,37813F-HRTimeline
Delta Investment Management, LLC109,200$6.28M1.22%+12,26713F-HRTimeline
SMART Wealth LLC108,434$6.24M2.22%+22,66313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC106,788$6.14M0.46%-1,93013F-HRTimeline
Belpointe Asset Management LLC104,309$6.14M0.37%+1,43113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC106,102$6.1M0.01%-113,71013F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding105,646$6.08M+9,872Timeline
KMG FIDUCIARY PARTNERS, LLC105,527$6.07M0.5%-67713F-HRTimeline
Larson Financial Group LLC105,499$6.07M0.31%+14,14013F-HRTimeline
MBA Advisors LLC104,814$6.03M3.06%+3,05113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC104,244$6.03M0.91%-2,08813F-HRTimeline
TrinityPoint Wealth, LLC104,380$6M0.84%+3,58213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…104,301$6M0.13%+47,97113F-HRTimelineGroup
Sowell Financial Services LLC103,730$5.97M0.31%-36,28413F-HRTimeline
Vivid Wealth Management, LLC103,517$5.96M3.01%+2,52813F-HRTimeline
Thomasville National Bank102,844$5.92M0.43%+6,17013F-HRTimeline
Perissos Private Wealth Management, LLC102,156$5.88M4.39%+8,73413F-HRTimeline
Moors & Cabot, Inc.101,790$5.86M0.28%-3,90313F-HRTimeline
Executive Wealth Management, LLC101,656$5.85M0.46%+1,59013F-HRTimeline
Montis Financial, LLC101,284$5.83M1.8%+7,41413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.101,235$5.82M2.64%+3,55013F-HRTimeline
PFG Investments, LLC100,831$5.8M0.36%+8,18613F-HRTimeline
Vienna Asset Management LLC100,376$5.77M3.91%+5,18013F-HRTimeline
Members Advisory Group LLC99,363$5.72M2.35%+9,45413F-HRTimeline
Sterling Investment Advisors, Ltd.99,191$5.71M1.38%+8,25613F-HRTimeline
Capital Advisors Wealth Management, LLC98,182$5.65M1.01%+78113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding98,071$5.64M+27,976Timeline
Southeast Asset Advisors, LLC98,063$5.64M0.69%+8,89513F-HRTimeline
Strategic Blueprint, LLC97,957$5.64M0.34%+18,98213F-HRTimeline
Strategic Wealth Partners, Ltd.94,026$5.57M0.46%+8,97013F-HRTimeline
Modern Wealth Management, LLC96,531$5.55M0.21%new13F-HR/ATimeline
Capital Investment Advisory Services, L…95,923$5.52M0.53%+13,35913F-HRTimeline
FRG Family Wealth Advisors LLC95,387$5.49M1%+7,96613F-HRTimeline
Waterloo Capital, L.P.94,894$5.46M0.58%-8,70013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC94,685$5.45M0.74%+11,67113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC94,627$5.44M1.58%-51,53913F-HRTimeline
Apexium Financial, LP94,019$5.44M0.33%+55,01813F-HRTimeline
Kingstone Capital Partners Texas, LLC94,191$5.42M4.4%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,691$5.33M0.14%+20,26013F-HRTimelineGroup
Lionsbridge Wealth Management LLC92,378$5.31M4.46%+30,23413F-HRTimeline
Traynor Capital Management, Inc.91,343$5.25M0.41%+3,62613F-HRTimeline
Bleakley Financial Group, LLC91,114$5.24M0.16%+8,37713F-HRTimeline
J2 Capital Management Inc89,574$5.15M4.84%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…89,280$5.14M0.05%-144,22013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC88,623$5.1M0.48%+8,52413F-HRTimeline
Sulzberger Capital Advisors, Inc.88,523$5.09M5.81%13F-HRTimeline
Intrua Financial, LLC88,040$5.06M0.82%+11,30413F-HRTimeline
American Trust87,298$5.02M0.38%new13F-HRTimeline
Caerus Investment Advisors, LLC87,216$5.02M4.72%+27,86213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC86,955$5M1.1%+6,04513F-HRTimeline
Continuum Advisory, LLC86,778$4.99M0.64%+7,13713F-HRTimeline
SIERRA OCEAN, LLC86,527$4.98M4.06%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC86,466$4.97M0.07%+37,22713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC85,513$4.92M0.01%+16,26513F-HRTimelineGroup
Investment Partners Asset Management, I…85,148$4.9M3.84%+1,32513F-HRTimeline
Focused Wealth Management, Inc84,426$4.86M0.66%+10,72713F-HRTimeline
Greater Midwest Financial Group, LLC83,552$4.81M3.04%+14,11813F-HRTimeline
Procyon Advisors, LLC83,534$4.81M0.31%-13,03313F-HRTimeline
HERBST GROUP, LLC83,059$4.78M2.98%+32,44913F-HRTimeline
CENTAURUS FINANCIAL, INC.83,031$4.78M0.29%+4,60213F-HRTimeline
COURIER CAPITAL LLC82,512$4.75M0.33%+70,64813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.82,451$4.74M1.54%-2,37513F-HRTimeline
Summit Financial Wealth Advisors, LLC80,829$4.73M0.93%+9,36913F-HRTimeline
Archer Investment Corp81,565$4.69M1.25%+17,43513F-HRTimeline
Community Financial Services Group, LLC80,754$4.65M0.92%+15,82113F-HRTimeline
Penney Financial, LLC80,392$4.62M3.1%+1,57013F-HRTimeline
O'ROURKE & COMPANY, Inc79,449$4.57M2.24%+3,32513F-HRTimeline
NFSG Corp78,960$4.54M1.17%+3,87113F-HRTimeline
American Alpha Advisors, LLC77,841$4.48M4.07%+1,37313F-HRTimeline
Princeton Global Asset Management LLC77,840$4.48M0.84%-1,61913F-HRTimeline
Joseph P. Lucia & Associates, LLC77,731$4.47M1.99%+5,18813F-HRTimeline
TBH Global Asset Management, LLC77,118$4.46M1.06%-17,84013F-HRTimeline
Next Level Private LLC77,399$4.45M1.8%+7,63313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…77,387$4.45M3.38%13F-HR/ATimelineGroup
GRIES FINANCIAL LLC76,860$4.42M0.79%+25,59013F-HRTimeline
Cornerstone Wealth Group, LLC76,422$4.4M0.36%+1,31313F-HRTimeline
Arete Wealth Advisors, LLC76,170$4.38M0.32%+2,51813F-HRTimeline
Stelac Advisory Services LLC75,302$4.35M1.7%013F-HRTimeline
LOWERY THOMAS, LLC75,411$4.34M2.83%+5,66913F-HRTimeline
Transce3nd, LLC75,224$4.33M1.47%13F-HRTimeline
Essential Planning, LLC.72,855$4.33M0.03%new13F-HRTimeline
Smartleaf Asset Management LLC74,621$4.33M0.44%-13,31813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC75,073$4.32M0.04%+44,75413F-HRTimelineGroup
Heritage Trust Co74,789$4.3M0.51%13F-HRTimeline
Madrona Financial Services, LLC73,408$4.22M1.15%-65,04813F-HRTimeline
Summit Wealth Partners, LLC73,350$4.22M0.87%-2,30313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC72,746$4.19M1.62%+23113F-HRTimeline
Allred Capital Management, LLC72,354$4.16M1.61%-15113F-HRTimeline
N.E.W. Advisory Services LLC72,112$4.15M0.39%+3,12913F-HRTimeline
Meadow Creek Wealth Advisors LLC72,068$4.15M2.98%+1,90313F-HRTimeline
Merkkuri Wealth Advisors LLC72,021$4.14M3.28%+5,78913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC71,454$4.11M0.08%-8,04113F-HRTimeline
Ashton Thomas Private Wealth, LLC70,457$4.08M0.16%+4,38413F-HRTimeline
Avior Wealth Management, LLC70,658$4.06M0.15%+2,27913F-HRTimeline
Trajan Wealth LLC70,592$4.06M0.22%-90413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC70,035$4.06M1.01%+20,74613F-HRTimelineGroup
MEANS INVESTMENT CO., INC.69,944$4.02M0.42%+2,82013F-HRTimeline
Worth Financial Advisory Group, LLC69,748$4.01M2.47%-88713F-HRTimeline
Gotham Asset Management, LLC69,506$4M0.04%+13,41013F-HRTimeline
Perigon Wealth Management, LLC68,450$3.99M0.1%-43613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.69,182$3.98M0.25%-3,18513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…68,628$3.98M0.14%+5,10313F-HRTimeline
Whalen Wealth Management Inc.68,529$3.94M2.73%-42013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC68,500$3.94M0.01%-39,30013F-HRTimeline
Goldstone Financial Group, LLC68,388$3.93M0.62%+4,33813F-HRTimeline
Weinberger Asset Management, Inc68,337$3.93M1.64%+3,72213F-HRTimeline
StoneCrest Wealth Management, Inc.68,019$3.91M2.55%+3,73213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…67,914$3.91M0.75%+5,38313F-HRTimelineGroup
RDA Financial Network67,843$3.9M1.14%+83413F-HRTimeline
Investment Planning Advisors, Inc.67,586$3.89M1.7%+66713F-HRTimeline