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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Advisory Resource Group186,941$10.6M2.04%+14,17513F-HRTimeline
Mayfair Advisory Group, LLC188,577$10.6M4.98%+83813F-HRTimeline
High Net Worth Advisory Group LLC185,092$10.5M2.79%+7,19813F-HRTimeline
Armor Investment Advisors, LLC182,132$10.4M3.9%-5,81413F-HRTimeline
Merit Financial Group, LLC180,930$10.3M0.11%-13,27113F-HRTimeline
Vienna Asset Management LLC180,786$10.3M7.08%+38,44213F-HRTimeline
Wealthfront Advisers LLC179,334$10.2M0.03%+9,09613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…177,380$10.1M0.46%-7,96513F-HRTimelineGroup
Atria Investments, Inc177,123$10.1M0.12%+74,16513F-HRTimeline
Community Bank, N.A.175,867$10M1.31%+17,23613F-HRTimeline
Cadence Bank174,508$9.92M0.65%+3,25713F-HRTimeline
Ellis Investment Partners, LLC173,455$9.86M1.92%-27,68113F-HRTimeline
POWER WEALTH MANAGEMENT LLC173,367$9.86M3.79%+2,18213F-HRTimeline
Bleakley Financial Group, LLC172,705$9.82M0.25%+131,99313F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY172,465$9.8M8.62%+26,87613F-HRTimeline
Cambridge Advisors Inc.172,306$9.8M2.05%+4,98913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.172,080$9.78M7.84%+48,52613F-HRTimeline
ADG Wealth Management Group, LLC166,322$9.46M8.05%-8,67213F-HRTimeline
Private Advisor Group, LLC166,291$9.45M0.05%-62,76813F-HRTimeline
AE Wealth Management LLC165,383$9.4M0.07%-17,49413F-HRTimeline
Bernardo Wealth Planning LLC165,174$9.39M2.04%-16,28813F-HRTimeline
Belpointe Asset Management LLC164,838$9.37M0.39%+4,13013F-HRTimeline
CENTRAL TRUST Co164,184$9.33M0.22%+2,89613F-HRTimeline
COUNTRY CLUB BANK164,576$9.32M0.59%-50113F-HRTimeline
VeraBank, N.A.163,999$9.32M1.87%+1,77513F-HRTimeline
Krilogy Financial LLC163,860$9.32M0.53%-23,36013F-HRTimeline
Resonant Capital Advisors, LLC163,711$9.31M0.59%+3,12113F-HRTimeline
Patriot Financial Group Insurance Agenc…167,004$9.29M1.07%+6,81513F-HRTimeline
TD Waterhouse Canada Inc.163,039$9.25M0.07%+37,11113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…162,557$9.24M2.27%+2,87513F-HRTimeline
Wealthspire Retirement, LLC160,921$9.15M0.6%+3,55013F-HRTimeline
CFO4Life Group, LLC159,564$9.07M1.42%-36,61213F-HRTimeline
Pacific Center for Financial Services158,873$9.03M2.45%-512,93713F-HRTimeline
Signal Advisors Wealth, LLC158,715$9.02M0.71%-11,83613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management157,616$8.96M0.32%+6,39113F-HRTimelineGroup
Capital Investment Advisory Services, L…154,690$8.79M0.72%+32,24913F-HRTimeline
Baker Avenue Asset Management, LP154,500$8.78M0.25%-2,24013F-HRTimeline
Foguth Wealth Management, LLC.154,077$8.76M1.87%-34,88113F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC153,429$8.72M3.07%-1,04613F-HR/ATimeline
Masso Torrence Wealth Management Inc.151,684$8.62M3.98%+8,39613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…151,033$8.59M0.17%+38,18613F-HRTimelineGroup
SMART Wealth LLC149,371$8.49M2.66%+24,50513F-HRTimeline
StrongBox Wealth, LLC148,751$8.46M3.21%+3,83713F-HRTimeline
Koshinski Asset Management, Inc.147,429$8.38M0.63%+12,99113F-HRTimeline
Selective Wealth Management, Inc.146,997$8.36M3.05%-15,14013F-HRTimeline
Montis Financial, LLC145,602$8.28M2.3%+2,78413F-HRTimeline
Wick Capital Partners, LLC1,323$8.2M2.15%-219,31313F-HRTimeline
SeaCrest Wealth Management, LLC143,891$8.18M0.89%+11,39413F-HRTimeline
Edgemoor Investment Advisors, Inc.143,084$8.13M0.7%+5,47313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.142,060$8.08M0.39%-1,03513F-HRTimelineGroup
Bouvel Investment Partners, LLC142,025$8.07M2.73%-36,81513F-HRTimeline
Farther Finance Advisors, LLC142,004$8.07M0.16%-39,02213F-HRTimeline
Fairway Wealth LLC141,470$8.04M2.57%+8,74613F-HRTimeline
NCM Capital Management, LLC140,080$7.96M3.27%+3,77313F-HRTimeline
Snowden Capital Advisors LLC138,716$7.89M0.23%-17,15613F-HRTimeline
New England Private Wealth Advisors LLC138,536$7.87M1.15%-18,04213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC137,443$7.81M0.22%-15,16713F-HRTimeline
Brady Martz Wealth Solutions, LLC136,431$7.76M1.5%-2,87013F-HRTimeline
Verity Asset Management, Inc.136,417$7.76M3.7%+2,78213F-HRTimeline
EASTERN BANK136,050$7.73M0.15%+18,74513F-HRTimeline
Intrepid Financial Planning Group LLC134,076$7.62M3.2%+12,44213F-HRTimeline
PFG Investments, LLC133,911$7.61M0.45%+22,98813F-HRTimeline
Moors & Cabot, Inc.132,359$7.52M0.35%+29,43213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK131,929$7.5M1.02%+43,44413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC131,248$7.46M0.28%-10,27613F-HRTimeline
VICUS CAPITAL131,004$7.45M0.62%+4,08813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC130,758$7.43M1.06%-1,70513F-HRTimeline
MBA Advisors LLC130,289$7.41M3.42%+17,03913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…128,655$7.31M1.08%+7,77913F-HRTimeline
Sterling Investment Advisors, Ltd.126,950$7.22M1.58%+8,80413F-HRTimeline
FLOYD FINANCIAL GROUP LLC126,656$7.21M6.67%+112,02213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC125,158$7.12M0.56%+5,71213F-HRTimeline
Financial Alternatives, Inc125,019$7.11M4.63%+7,35913F-HRTimeline
FRG Family Wealth Advisors LLC123,862$7.04M1.22%+4,80813F-HRTimeline
Destiny Wealth Partners, LLC122,671$6.97M0.94%+3,32613F-HRTimeline
Garden State Investment Advisory Servic…121,431$6.91M1.87%-3,04113F-HRTimeline
Aprio Wealth Management, LLC121,158$6.89M0.78%-7,08013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC120,950$6.88M0.09%+16,64613F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC120,026$6.82M3.71%+110,50913F-HRTimeline
Turn8 Private Wealth Inc.119,149$6.79M4.9%+18,02813F-HRTimeline
Integrity Investment Advisors, LLC119,155$6.77M5.21%-2713F-HRTimeline
Strategic Wealth Partners, Ltd.118,794$6.75M0.53%13F-HRTimeline
Stonebridge Financial Group, LLC118,426$6.73M0.65%-52,31713F-HRTimeline
Strategic Blueprint, LLC117,819$6.7M0.33%+1,53913F-HRTimeline
Lowe Wealth Advisors, LLC115,741$6.58M2.57%+2,78213F-HRTimeline
49 WEALTH MANAGEMENT, LLC115,510$6.57M0.7%-19,85013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding114,812$6.53M+14,730Timeline
Community Financial Services Group, LLC113,221$6.44M1.28%+1,77913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC113,157$6.43M1.44%+23,49113F-HRTimeline
Principle Wealth Partners LLC111,704$6.35M0.4%-10,12413F-HRTimeline
Global Assets Advisory, LLC111,549$6.33M2.47%-205,36013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC111,331$6.33M0.54%+33,64713F-HRTimeline
Southeast Asset Advisors, LLC110,850$6.3M0.75%+8,42113F-HRTimeline
Pinnacle Wealth Management, LLC110,394$6.28M5.25%-49,37313F-HRTimeline
Perissos Private Wealth Management, LLC109,059$6.2M4.9%+4,86513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.108,734$6.18M2.63%+2,09613F-HRTimeline
Ocean Park Asset Management, LLC106,094$6.06M0.22%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding106,484$6.05M+3,508Timeline
Capital Advisors Wealth Management, LLC106,080$6.03M0.95%+1,98013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC104,753$5.96M0.74%+3,63413F-HRTimeline
Sowell Financial Services LLC104,688$5.95M0.24%+19213F-HRTimeline
Archer Investment Corp104,480$5.94M1.42%+8,63213F-HRTimeline
RFG Advisory, LLC103,998$5.91M0.14%+39,11613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management103,803$5.9M0.89%new13F-HRTimelineGroup
Bridgewealth Advisory Group, LLC102,707$5.84M1.48%+71,47213F-HRTimeline
Vivid Wealth Management, LLC102,365$5.82M2.56%-3,86013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP102,310$5.82M0.01%+57,32713F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.100,967$5.74M0.34%+10,23113F-HRTimeline
Safe Harbor Fiduciary, LLC100,231$5.7M5.34%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC100,190$5.7M1.2%+10,29113F-HRTimeline
Cornerstone Wealth Group, LLC99,057$5.63M0.42%-2,14813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC98,849$5.62M0.69%-4,04313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV96,766$5.5M0.38%-30,69713F-HRTimeline
Greater Midwest Financial Group, LLC95,907$5.45M4.16%+6,40413F-HRTimeline
DeDora Capital, Inc.95,565$5.43M1.42%+84,27113F-HRTimeline
Continuum Advisory, LLC95,522$5.43M0.65%-46813F-HRTimeline
ZEGA Investments, LLC95,410$5.42M1.36%-4,56413F-HRTimeline
SIERRA OCEAN, LLC94,498$5.37M3.87%+3,43613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC94,328$5.36M0.4%-2,28713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC94,151$5.35M1.48%+67613F-HRTimelineGroup
Ulland Investment Advisors, LLC93,734$5.33M4.07%+15,90113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC93,331$5.31M<0.01%+8,54113F-HRTimelineGroup
Perkins Coie Trust Co93,171$5.3M0.9%+78,68613F-HRTimeline
U.S. Capital Wealth Advisors, LLC92,353$5.25M0.15%-94,89613F-HRTimeline
Thrive Capital Management, LLC91,350$5.19M1.63%+71,79513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC90,000$5.12M0.5%new13F-HRTimeline
Gotham Asset Management, LLC89,607$5.09M0.03%+10,10113F-HRTimeline
Eagle Bluffs Wealth Management LLC89,416$5.08M2.42%-31413F-HRTimeline
21 West Wealth Management LLC89,336$5.08M5.12%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC89,007$5.06M0.45%-42213F-HRTimeline
J2 Capital Management Inc87,929$5M3.98%-3,67513F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC87,760$4.99M3.67%+1,71613F-HRTimeline
Focused Wealth Management, Inc87,673$4.98M0.61%+1313F-HRTimeline
Investment Partners Asset Management, I…86,856$4.94M3.44%+66613F-HRTimeline
Penney Financial, LLC86,324$4.91M2.49%+1,17713F-HRTimeline
Summit Financial Wealth Advisors, LLC86,110$4.9M0.88%+2,83013F-HRTimeline
Thomasville National Bank86,061$4.89M0.33%-17,68013F-HRTimeline
Transce3nd, LLC85,549$4.86M2.05%+8,12813F-HRTimeline
Legacy Private Trust Co.85,014$4.83M0.31%-45,08913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…84,862$4.82M0.25%-60,20213F-HRTimelineGroup
CHANNEL WEALTH LLC84,723$4.82M1.36%-34,44813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC84,591$4.81M0.01%-9,55113F-HRTimelineGroup
Tradewinds, LLC.84,357$4.8M3.64%+72,75413F-HRTimeline
Merkkuri Wealth Advisors LLC84,357$4.8M3.64%+11,24513F-HRTimeline
Three Magnolias Financial Advisors, LLC83,961$4.77M3.32%+37,62913F-HRTimeline
EWG Elevate Inc.83,842$4.77M1.47%+38,47413F-HRTimeline
NorthCoast Asset Management LLC83,660$4.76M0.02%-53,26713F-HRTimeline
Apella Capital, LLC83,861$4.76M0.13%new13F-HRTimeline
Members Advisory Group LLC83,172$4.73M1.78%+2,95113F-HRTimeline
O'ROURKE & COMPANY, Inc83,068$4.72M2.2%-96913F-HRTimeline
CIBC WORLD MARKET INC.82,958$4.72M0.01%-79,62713F-HRTimeline
HERBST GROUP, LLC82,082$4.67M2.8%-9,10213F-HRTimeline
Clark Wealth Partners82,044$4.66M3.15%+3,38813F-HRTimeline
Joseph P. Lucia & Associates, LLC81,366$4.63M1.89%+70313F-HRTimeline
N.E.W. Advisory Services LLC80,800$4.59M0.45%-23,17013F-HRTimeline
Allred Capital Management, LLC80,670$4.59M1.71%+5,33113F-HRTimeline
Perigon Wealth Management, LLC80,658$4.59M0.11%+22,06113F-HRTimeline
LifeWealth Investments, LLC80,401$4.57M1.66%+14,27713F-HR/ATimeline
GRIES FINANCIAL LLC79,804$4.54M0.83%-9113F-HRTimeline
CALTON & ASSOCIATES, INC.79,748$4.53M0.78%+6,83213F-HRTimeline
Arkadios Wealth Advisors79,710$4.53M0.14%+38,13413F-HRTimeline
Ausdal Financial Partners, Inc.79,328$4.51M0.3%+12,95313F-HRTimeline
Meadow Creek Wealth Advisors LLC79,285$4.51M3.04%+3,23513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC79,232$4.5M1.33%+6,02413F-HRTimeline
Madrona Financial Services, LLC79,103$4.5M1.08%-2,16213F-HRTimeline
Summit Wealth Partners, LLC78,889$4.48M0.86%+6,69013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…78,270$4.45M0.07%+15,62813F-HRTimelineGroup
MIdWestOne Financial Group, Inc.78,207$4.45M0.58%-33,13313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding77,973$4.39M+19,622Timeline
Avior Wealth Management, LLC77,257$4.39M0.15%-5,23313F-HRTimeline
Walkner Condon Financial Advisors LLC76,572$4.35M0.8%-23,34813F-HRTimeline
RDA Financial Network75,904$4.32M1.17%+6,12313F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding75,264$4.28M+9,405Timeline
Aventura Private Wealth, LLC74,912$4.26M1.84%-26,37113F-HRTimeline
Modern Wealth Management, LLC73,705$4.19M0.1%-30,32413F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI73,697$4.19M0.26%+1,63413F-HRTimeline
STAR Financial Bank73,696$4.19M2.66%+59,29213F-HRTimeline
IFP Advisors, Inc73,476$4.18M0.12%+4,89313F-HRTimeline
Delta Investment Management, LLC73,206$4.16M0.8%-18,87013F-HRTimeline
StoneCrest Wealth Management, Inc.72,418$4.12M1.96%+2,54213F-HRTimeline
NFSG Corp72,310$4.11M0.67%-11,14013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…72,262$4.11M1.19%+1,77613F-HRTimeline
Campbell Deegan Wealth Management, LLC71,354$4.06M3.99%+30,85213F-HRTimeline
RETIREMENT GUYS FORMULA LLC71,285$4.05M1.54%+1,87813F-HRTimeline
Windsor Capital Management, LLC71,170$4.05M1.18%+4,06613F-HRTimeline
Snider Financial Group71,127$4.04M1.17%+1,06213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP70,726$4.02M0.27%+54613F-HRTimeline
Weinberger Asset Management, Inc70,527$4.01M1.55%+1,99913F-HRTimeline
SMITH, MOORE & CO.70,191$3.99M0.33%+4,22413F-HRTimeline
LOWERY THOMAS, LLC69,831$3.97M2.54%-6,58613F-HRTimeline
Vise Technologies, Inc.69,811$3.97M0.16%13F-HRTimeline
CW Advisors, LLC69,793$3.97M0.04%+3,51613F-HRTimeline
M Holdings Securities, Inc.69,639$3.95M0.68%+26,18613F-HRTimeline
Worth Financial Advisory Group, LLC69,424$3.95M2.42%+40913F-HRTimeline
Heritage Trust Co69,321$3.94M0.46%-6,58513F-HRTimeline
Trajan Wealth LLC68,965$3.92M0.19%-4,00313F-HRTimeline
Next Level Private LLC67,504$3.84M1.25%-15,99513F-HRTimeline
Princeton Global Asset Management LLC67,378$3.83M0.7%-9,21413F-HRTimeline
FourThought Financial Partners, LLC66,923$3.8M0.38%+3,03513F-HRTimeline
Private Wealth Partners, LLC66,918$3.8M0.3%+1,45913F-HRTimeline