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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…185,345$10.6M0.58%+64,41513F-HRTimelineGroup
COURIER CAPITAL LLC184,998$10.6M0.69%+102,48613F-HRTimeline
AE Wealth Management LLC182,877$10.4M0.09%-31,88713F-HRTimeline
Bernardo Wealth Planning LLC181,462$10.4M2.48%+6,46213F-HR/ATimeline
Legacy Edge Advisors, LLC180,225$10.3M1.61%new13F-HRTimeline
Farther Finance Advisors, LLC181,026$10.3M0.26%+139,18613F-HRTimeline
Apexium Financial, LP179,372$10.2M0.61%+85,35313F-HRTimeline
High Net Worth Advisory Group LLC177,894$10.2M2.87%+1,75513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC177,197$10.1M0.38%-5,76613F-HRTimelineGroup
Integrated Advisors Network LLC175,856$10M0.51%-172,94513F-HRTimeline
ADG Wealth Management Group, LLC174,994$10M9.43%+11,95513F-HRTimeline
Hedeker Wealth, LLC174,334$9.96M2.68%+21,68213F-HRTimeline
Advisory Resource Group172,766$9.87M2.01%+13,20013F-HRTimeline
Cadence Bank171,251$9.79M0.7%+27,83413F-HRTimeline
POWER WEALTH MANAGEMENT LLC171,185$9.78M3.96%+9,27113F-HRTimeline
Stonebridge Financial Group, LLC170,743$9.76M1.04%-55,39113F-HRTimeline
Signal Advisors Wealth, LLC170,551$9.75M0.95%-66,22113F-HRTimeline
Wealthfront Advisers LLC170,238$9.73M0.03%-2,89113F-HRTimeline
Mutual Advisors, LLC175,109$9.63M0.28%+54,75113F-HRTimeline
BLAIR WILLIAM & CO/IL168,206$9.61M0.03%+34,91313F-HRTimeline
Cambridge Advisors Inc.167,317$9.56M2.09%+9,52113F-HRTimeline
COUNTRY CLUB BANK165,077$9.36M0.63%+1,49613F-HRTimeline
CIBC WORLD MARKET INC.162,585$9.29M0.02%+50,66513F-HRTimeline
VeraBank, N.A.162,224$9.27M2.59%-14,19313F-HRTimeline
CENTRAL TRUST Co161,288$9.22M0.23%-5,80413F-HRTimeline
Belpointe Asset Management LLC160,708$9.18M0.48%+56,39913F-HRTimeline
Resonant Capital Advisors, LLC160,590$9.18M0.64%+14,92413F-HRTimeline
Pinnacle Wealth Management, LLC159,767$9.13M10.28%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…159,682$9.12M2.49%+11,89413F-HRTimeline
Community Bank, N.A.158,631$9.06M1.21%-68813F-HRTimeline
Prentice Wealth Management LLC158,339$9.05M2.61%+148,93513F-HRTimeline
Wealthspire Retirement, LLC157,371$8.99M0.71%+8,56813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC156,787$8.96M0.02%+24,45613F-HRTimelineGroup
Baker Avenue Asset Management, LP156,740$8.96M0.28%+2,33313F-HRTimeline
Patriot Financial Group Insurance Agenc…160,189$8.95M1.2%+2,52813F-HRTimeline
New England Private Wealth Advisors LLC156,578$8.95M1.38%+11,31213F-HRTimeline
Snowden Capital Advisors LLC155,872$8.91M0.29%+25,90513F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC154,475$8.83M3.44%+27,29313F-HR/ATimeline
AdvisorNet Financial, Inc153,180$8.75M0.65%+39,08613F-HRTimeline
Selective Wealth Management, Inc.162,137$8.75M3.81%+1,86313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC152,610$8.72M0.3%-26,30313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management151,225$8.64M0.28%+31,55113F-HRTimelineGroup
Larson Financial Group LLC146,811$8.39M0.4%+41,31213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY145,589$8.32M8.47%+21,29813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding145,064$8.3M-657Timeline
StrongBox Wealth, LLC144,914$8.28M3.45%-1013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,433$8.25M0.02%-17,62313F-HR/ATimelineGroup
Masso Torrence Wealth Management Inc.143,288$8.19M4.37%+11,98313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.143,095$8.18M0.45%-1613F-HR/ATimelineGroup
Montis Financial, LLC142,818$8.16M2.4%+41,53413F-HRTimeline
Vienna Asset Management LLC142,344$8.13M6.42%+41,96813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC141,524$8.09M0.35%-19,87113F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…141,001$8.06M0.17%+36,70013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC139,301$7.96M1.8%+13213F-HRTimeline
Edgemoor Investment Advisors, Inc.137,611$7.86M0.72%+7,51013F-HRTimeline
NorthCoast Asset Management LLC136,927$7.82M0.04%+2,26713F-HR/ATimeline
NCM Capital Management, LLC136,307$7.79M3.5%+11,06613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp136,157$7.78M0.47%+4,08713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC135,467$7.74M0.2%+13,33913F-HRTimeline
49 WEALTH MANAGEMENT, LLC135,360$7.73M0.93%-4,99713F-HRTimeline
Koshinski Asset Management, Inc.134,438$7.68M0.65%+69613F-HRTimeline
Verity Asset Management, Inc.133,635$7.64M3.11%-29,99513F-HRTimeline
Fairway Wealth LLC132,724$7.58M2.8%+6,43413F-HRTimeline
SeaCrest Wealth Management, LLC132,497$7.57M0.86%+7,37613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC132,463$7.57M1.23%+8,01713F-HRTimeline
Cobblestone Asset Management LLC131,095$7.49M4.37%+14,86913F-HRTimeline
GAMMA Investing LLC130,565$7.46M0.56%+9,93413F-HR/ATimeline
Legacy Private Trust Co.130,103$7.43M0.51%-16,33713F-HRTimeline
Traynor Capital Management, Inc.128,290$7.33M0.62%+36,94713F-HRTimeline
Aprio Wealth Management, LLC128,238$7.33M0.92%+7,15213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV127,463$7.28M0.56%-12,64813F-HRTimeline
VICUS CAPITAL126,916$7.25M0.68%+5,95313F-HRTimeline
TD Waterhouse Canada Inc.125,928$7.15M0.06%+72,07213F-HRTimeline
SMART Wealth LLC124,866$7.13M2.56%+16,43213F-HRTimeline
Garden State Investment Advisory Servic…124,472$7.12M2.28%+14,78213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…123,783$7.07M0.07%+34,50313F-HRTimelineGroup
FOREFRONT WEALTH MANAGEMENT INC.123,554$7.06M6.53%+5,31813F-HRTimeline
Capital Investment Advisory Services, L…122,441$7M0.63%+26,51813F-HRTimeline
Principle Wealth Partners LLC121,828$6.96M0.5%+9,43213F-HRTimeline
Intrepid Financial Planning Group LLC121,634$6.95M3.22%+5,61613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…120,876$6.91M1.07%+93413F-HRTimeline
Evergreen Wealth Management, LLC120,421$6.88M4.11%+3,34013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC119,446$6.82M0.62%+12,65813F-HR/ATimeline
Destiny Wealth Partners, LLC119,345$6.82M1.08%+4,94613F-HRTimeline
Integrity Investment Advisors, LLC119,182$6.81M6.22%13F-HRTimeline
CHANNEL WEALTH LLC119,171$6.81M2.12%-47413F-HRTimeline
FRG Family Wealth Advisors LLC119,054$6.8M1.31%+23,66713F-HRTimeline
Sterling Investment Advisors, Ltd.118,146$6.75M1.62%+18,95513F-HRTimeline
Financial Alternatives, Inc117,660$6.72M4.79%+5,02513F-HRTimeline
EASTERN BANK117,305$6.7M0.13%-14,34613F-HRTimeline
Strategic Blueprint, LLC116,280$6.64M0.36%+18,32313F-HRTimeline
MBA Advisors LLC113,250$6.47M3.2%+8,43613F-HRTimeline
Lowe Wealth Advisors, LLC112,959$6.45M2.74%+2,98413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…112,847$6.45M0.16%+20,15613F-HRTimelineGroup
Community Financial Services Group, LLC111,442$6.37M1.38%+30,68813F-HRTimeline
MIdWestOne Financial Group, Inc.111,340$6.36M0.9%-4,23213F-HRTimeline
PFG Investments, LLC110,923$6.34M0.41%+10,09213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.106,638$6.09M2.83%+5,40313F-HRTimeline
Vivid Wealth Management, LLC106,225$6.07M3.04%+2,70813F-HRTimeline
Ocean Park Asset Management, LLC106,094$6.06M0.22%-163,10013F-HRTimeline
Sowell Financial Services LLC104,496$5.97M0.27%+76613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC104,304$5.96M0.08%+17,83813F-HRTimelineGroup
Perissos Private Wealth Management, LLC104,194$5.95M5.43%+2,03813F-HRTimeline
Capital Advisors Wealth Management, LLC104,100$5.95M1.05%+5,91813F-HRTimeline
Modern Wealth Management, LLC104,029$5.94M0.19%+7,49813F-HR/ATimeline
N.E.W. Advisory Services LLC103,970$5.94M0.45%+31,85813F-HRTimeline
Thomasville National Bank103,741$5.93M0.43%+89713F-HRTimeline
Kingstone Capital Partners Texas, LLC103,730$5.93M4.77%+9,53913F-HRTimeline
Grant/GrossMendelsohn, LLC107,327$5.91M3.29%-8,62413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding102,976$5.88M-2,670Timeline
Atria Investments, Inc102,958$5.88M0.08%-57,81713F-HRTimeline
Moors & Cabot, Inc.102,927$5.88M0.3%+1,13713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC102,892$5.88M0.77%-1,35213F-HRTimeline
Southeast Asset Advisors, LLC102,429$5.85M0.72%+4,36613F-HRTimeline
Aventura Private Wealth, LLC101,283$5.79M3.03%-10,92113F-HRTimeline
Cornerstone Wealth Group, LLC101,205$5.78M0.48%+24,78313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC101,119$5.78M0.79%+6,43413F-HRTimeline
Turn8 Private Wealth Inc.101,121$5.78M4.52%-48,89313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding100,082$5.72M+2,011Timeline
ZEGA Investments, LLC99,974$5.71M1.68%+65,48613F-HRTimeline
Walkner Condon Financial Advisors LLC99,920$5.71M1.15%-21,64513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC96,615$5.52M0.46%-8,91213F-HRTimeline
Continuum Advisory, LLC95,990$5.48M0.71%+9,21213F-HRTimeline
Archer Investment Corp95,848$5.48M1.42%+14,28313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC94,142$5.38M0.01%+8,62913F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC93,475$5.34M1.37%+23,44013F-HRTimelineGroup
Fragasso Financial Advisors Inc92,352$5.28M0.39%-167,30913F-HRTimeline
Delta Investment Management, LLC92,076$5.26M1.06%-17,12413F-HRTimeline
J2 Capital Management Inc91,604$5.23M4.81%+2,03013F-HRTimeline
Caerus Investment Advisors, LLC91,412$5.22M5.04%+4,19613F-HRTimeline
HERBST GROUP, LLC91,184$5.21M3.69%+8,12513F-HRTimeline
SIERRA OCEAN, LLC91,062$5.2M4.11%+4,53513F-HRTimeline
CENTAURUS FINANCIAL, INC.90,736$5.18M0.31%+7,70513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC89,899$5.14M1.1%+2,94413F-HRTimeline
Eagle Bluffs Wealth Management LLC89,730$5.13M2.71%-40,75413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC89,666$5.12M1.36%-4,96113F-HRTimeline
Greater Midwest Financial Group, LLC89,503$5.11M3.56%+5,95113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC89,429$5.11M0.5%+80613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK88,485$5.06M0.74%+61,83513F-HR/ATimelineGroup
Focused Wealth Management, Inc87,660$5.01M0.68%+3,23413F-HRTimeline
Investment Partners Asset Management, I…86,190$4.92M3.87%+1,04213F-HRTimeline
Lionsbridge Wealth Management LLC86,167$4.92M4.38%-6,21113F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC86,044$4.92M4.78%13F-HRTimeline
Intrua Financial, LLC85,446$4.88M0.76%-2,59413F-HRTimeline
Penney Financial, LLC85,147$4.87M3.2%+4,75513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC84,790$4.84M<0.01%+18,61913F-HRTimelineGroup
O'ROURKE & COMPANY, Inc84,037$4.8M2.38%+4,58813F-HRTimeline
Next Level Private LLC83,499$4.77M1.78%+6,10013F-HRTimeline
NFSG Corp83,450$4.77M1.16%+4,49013F-HRTimeline
Summit Financial Wealth Advisors, LLC83,280$4.76M0.94%+2,45113F-HRTimeline
Avior Wealth Management, LLC82,490$4.71M0.18%+11,83213F-HRTimeline
Arete Wealth Advisors, LLC81,619$4.66M0.36%+5,44913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding81,452$4.65M+13,538Timeline
Madrona Financial Services, LLC81,265$4.64M1.28%+7,85713F-HRTimeline
Joseph P. Lucia & Associates, LLC80,663$4.61M2.11%+2,93213F-HRTimeline
Members Advisory Group LLC80,221$4.58M1.92%-19,14213F-HRTimeline
GRIES FINANCIAL LLC79,895$4.57M0.88%+3,03513F-HRTimeline
Gotham Asset Management, LLC79,506$4.54M0.04%+10,00013F-HRTimeline
Clark Wealth Partners78,656$4.49M3.33%+14,06413F-HRTimeline
Ulland Investment Advisors, LLC77,833$4.45M3.72%+77,30313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC77,684$4.44M0.46%+22,09513F-HRTimeline
Transce3nd, LLC77,421$4.4M1.97%+2,19713F-HRTimeline
NewEdge Wealth, LLC76,694$4.38M0.08%-33,27013F-HRTimeline
Princeton Global Asset Management LLC76,592$4.38M0.87%-1,24813F-HRTimeline
LOWERY THOMAS, LLC76,417$4.37M2.99%+1,00613F-HRTimeline
Meadow Creek Wealth Advisors LLC76,050$4.35M3.24%+3,98213F-HRTimeline
Heritage Trust Co75,906$4.34M0.53%+1,11713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…75,692$4.33M3.45%-1,69513F-HRTimelineGroup
Weil Company, Inc.75,484$4.31M1.29%+13,85513F-HRTimeline
Allred Capital Management, LLC75,339$4.3M1.72%+2,98513F-HRTimeline
Smartleaf Asset Management LLC75,513$4.28M0.41%+89213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,834$4.22M0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC73,208$4.18M1.61%+46213F-HRTimeline
Merkkuri Wealth Advisors LLC73,112$4.18M3.58%+1,09113F-HRTimeline
Trajan Wealth LLC72,968$4.17M0.23%+2,37613F-HRTimeline
CALTON & ASSOCIATES, INC.72,916$4.17M0.95%+69,05913F-HR/ATimeline
Summit Wealth Partners, LLC72,199$4.13M0.84%-1,15113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI72,063$4.12M0.22%+53,20313F-HRTimeline
SFE Investment Counsel71,564$4.09M0.82%new13F-HRTimeline
Monterey Private Wealth, Inc.70,772$4.04M1.19%+15,57913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…70,486$4.03M1.21%+5,82013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP70,180$4.01M0.3%+10,80013F-HRTimeline
Snider Financial Group70,065$4M1.3%+2,85213F-HRTimeline
StoneCrest Wealth Management, Inc.69,876$3.99M2.54%+1,85713F-HRTimeline
RDA Financial Network69,781$3.99M1.19%+1,93813F-HRTimeline
RETIREMENT GUYS FORMULA LLC69,407$3.97M1.97%-110,82713F-HRTimeline
Worth Financial Advisory Group, LLC69,015$3.94M2.51%-73313F-HRTimeline
Procyon Advisors, LLC68,690$3.92M0.24%-14,84413F-HRTimeline
IFP Advisors, Inc68,583$3.92M0.12%-67,81513F-HRTimeline
Weinberger Asset Management, Inc68,528$3.92M1.68%+19113F-HRTimeline
CAP Partners, LLC68,520$3.92M2.84%+2,79813F-HRTimeline
INTEGRITY ALLIANCE, LLC.67,798$3.87M0.15%new13F-HRTimeline
Helium Advisors LLC67,769$3.87M2.82%+25,49313F-HRTimeline
Windsor Capital Management, LLC67,104$3.83M1.18%+59,54113F-HRTimeline
CW Advisors, LLC66,277$3.8M0.05%+54,74713F-HRTimeline
4WEALTH ADVISORS, INC.66,400$3.79M4.2%+3,84913F-HRTimeline
Ausdal Financial Partners, Inc.66,375$3.79M0.29%+7,09713F-HRTimeline
Investment Planning Advisors, Inc.66,137$3.78M1.54%-1,44913F-HRTimeline
LifeWealth Investments, LLC66,124$3.78M1.82%+25,01213F-HR/ATimeline
SMITH, MOORE & CO.65,967$3.77M0.35%+1,91413F-HRTimeline