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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wealthspire Retirement, LLC170,169$9.72M0.62%+9,24813F-HR/ATimeline
Capital Investment Advisory Services, L…170,106$9.71M0.77%+15,41613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC170,070$9.71M1.77%-99,01313F-HRTimeline
ADG Wealth Management Group, LLC167,913$9.59M7.62%+1,59113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK166,441$9.5M1.22%+34,51213F-HRTimelineGroup
Koshinski Asset Management, Inc.165,545$9.45M0.64%+18,11613F-HRTimeline
COUNTRY CLUB BANK165,893$9.45M0.56%+1,31713F-HRTimeline
Krilogy Financial LLC166,873$9.42M0.35%+3,01313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC165,010$9.42M0.09%-26,74213F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…164,645$9.4M2.34%-50,76713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…164,541$9.39M0.02%+123,42913F-HRTimelineGroup
Pinnacle Wealth Management, LLC164,100$9.37M6.32%+53,70613F-HRTimeline
Patriot Financial Group Insurance Agenc…163,002$9.31M1.19%-4,00213F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC162,276$9.27M2.9%+8,84713F-HR/ATimeline
MTM FINANCIAL GROUP, LLC160,574$9.17M4.52%+40,54813F-HRTimeline
Pacific Center for Financial Services160,328$9.15M2.33%+1,45513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…160,309$9.15M0.16%+9,27613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC159,788$9.12M0.19%-73,99013F-HRTimeline
Belpointe Asset Management LLC159,129$9.09M0.35%-5,70913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC157,491$8.99M0.54%+32,33313F-HRTimeline
FLOYD FINANCIAL GROUP LLC158,223$8.95M6.63%+31,56713F-HRTimeline
CFO4Life Group, LLC154,897$8.84M1.29%-4,66713F-HRTimeline
Masso Torrence Wealth Management Inc.154,386$8.82M3.67%+2,70213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…154,044$8.8M0.35%-23,33613F-HRTimelineGroup
Mutual Advisors, LLC151,595$8.71M0.19%-36,05713F-HRTimeline
Edgemoor Investment Advisors, Inc.151,636$8.66M0.67%+8,55213F-HRTimeline
TD Waterhouse Canada Inc.152,316$8.66M0.06%-10,72313F-HRTimeline
Private Advisor Group, LLC149,328$8.53M0.04%-16,96313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding149,266$8.52M+34,454Timeline
StoneX Group Inc.in group StoneX Group Inc.148,754$8.49M0.37%+6,69413F-HRTimelineGroup
Fairway Wealth LLC147,095$8.4M2.36%+5,62513F-HRTimeline
Montis Financial, LLC145,635$8.32M1.92%+3313F-HRTimeline
PFG Investments, LLC144,583$8.26M0.43%+10,67213F-HRTimeline
Selective Wealth Management, Inc.144,939$8.24M2.65%-2,05813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC142,981$8.16M0.2%+5,53813F-HRTimeline
SeaCrest Wealth Management, LLC142,111$8.09M0.85%-1,78013F-HRTimeline
Wick Capital Partners, LLC140,972$8.05M1.92%+139,64913F-HRTimeline
NCM Capital Management, LLC139,975$7.99M3.1%-10513F-HRTimeline
Intrepid Financial Planning Group LLC139,821$7.98M3.04%+5,74513F-HRTimeline
Perkins Coie Trust Co139,692$7.97M1.5%+46,52113F-HRTimeline
EASTERN BANK139,591$7.97M0.14%+3,54113F-HRTimeline
Snowden Capital Advisors LLC139,541$7.97M0.22%+82513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC138,911$7.93M2.63%-275,33213F-HRTimeline
Ellis Investment Partners, LLC138,864$7.93M1.43%-34,59113F-HRTimeline
MBA Advisors LLC137,033$7.82M3.34%+6,74413F-HRTimeline
Brady Martz Wealth Solutions, LLC136,840$7.81M1.42%+40913F-HRTimeline
New England Private Wealth Advisors LLC136,214$7.78M1.03%-2,32213F-HRTimeline
Bouvel Investment Partners, LLC135,681$7.75M2.37%-6,34413F-HRTimeline
Garden State Investment Advisory Servic…133,975$7.65M1.94%+12,54413F-HRTimeline
StrongBox Wealth, LLC133,710$7.63M2.58%-15,04113F-HRTimeline
Destiny Wealth Partners, LLC132,953$7.59M0.93%+10,28213F-HRTimeline
GRIES FINANCIAL LLC132,475$7.56M1.2%+52,67113F-HRTimeline
MADDEN SECURITIES Corp131,466$7.51M2.3%-176,31913F-HRTimeline
VeraBank, N.A.130,319$7.44M1.39%-33,68013F-HRTimeline
Cadence Bank130,090$7.43M0.45%-44,41813F-HRTimeline
Moors & Cabot, Inc.130,031$7.42M0.32%-2,32813F-HRTimeline
Strategic Wealth Partners, Ltd.128,845$7.36M0.55%+10,05113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC127,403$7.27M0.08%+6,45313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.127,355$7.27M0.34%+26,38813F-HRTimeline
Global Assets Advisory, LLC126,667$7.23M2.15%+15,11813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd126,398$7.22M0.09%+83,48213F-HRTimelineGroup
Sterling Investment Advisors, Ltd.126,328$7.21M1.4%-62213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…124,630$7.12M0.99%-4,02513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC123,872$7.07M0.91%-6,88613F-HRTimeline
Stonebridge Financial Group, LLC123,297$7.04M0.62%+4,87113F-HRTimeline
Scott Capital Advisors, LLC123,643$7.04M1.59%+68,54813F-HRTimeline
Aprio Wealth Management, LLC122,292$6.98M0.69%+1,13413F-HRTimeline
Financial Alternatives, Inc121,912$6.96M4.22%-3,10713F-HRTimeline
Vienna Asset Management LLC121,790$6.95M4.14%-58,99613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC120,581$6.89M1.34%+7,42413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC119,770$6.84M1.3%+19,58013F-HRTimeline
Turn8 Private Wealth Inc.119,619$6.83M4.9%+47013F-HRTimeline
DeDora Capital, Inc.118,047$6.74M1.63%+22,48213F-HRTimeline
Continuum Advisory, LLC117,001$6.68M0.71%+21,47913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC116,264$6.64M4.09%+28,50413F-HRTimeline
Community Financial Services Group, LLC116,125$6.63M1.22%+2,90413F-HRTimeline
Strategic Blueprint, LLC115,053$6.57M0.29%-2,76613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC114,479$6.54M0.22%-16,76913F-HRTimeline
Lowe Wealth Advisors, LLC114,096$6.51M2.38%-1,64513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.112,964$6.45M2.56%+4,23013F-HRTimeline
Capital Advisors Wealth Management, LLC112,268$6.41M0.91%+6,18813F-HRTimeline
Principle Wealth Partners LLC111,742$6.38M0.37%+3813F-HRTimeline
Bridgewealth Advisory Group, LLC111,379$6.36M1.47%+8,67213F-HRTimeline
Archer Investment Corp111,117$6.34M1.43%+6,63713F-HRTimeline
Perissos Private Wealth Management, LLC109,903$6.28M4.57%+84413F-HRTimeline
Atria Investments, Inc109,398$6.25M0.07%-67,72513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management109,195$6.24M0.88%+5,39213F-HRTimelineGroup
SMART Wealth LLC107,293$6.13M2.31%-42,07813F-HRTimeline
Arkadios Wealth Advisors106,961$6.11M0.15%+27,25113F-HRTimeline
Armor Investment Advisors, LLC106,812$6.1M1.93%-75,32013F-HRTimeline
Integrity Investment Advisors, LLC105,546$6.03M4%-13,60913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management104,965$5.99M0.2%-52,65113F-HRTimelineGroup
Vivid Wealth Management, LLC104,729$5.98M2.38%+2,36413F-HRTimeline
Sowell Financial Services LLC103,515$5.91M0.23%-1,17313F-HRTimeline
Southeast Asset Advisors, LLC102,446$5.85M0.64%-8,40413F-HRTimeline
FRG Family Wealth Advisors LLC102,123$5.83M0.94%-21,73913F-HRTimeline
Avior Wealth Management, LLC101,481$5.79M0.19%+24,22413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding101,105$5.77M-5,379Timeline
Greater Midwest Financial Group, LLC100,218$5.72M3.69%+4,31113F-HRTimeline
Cornerstone Wealth Group, LLC100,182$5.72M0.39%+1,12513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC100,047$5.71M0.65%-4,70613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC99,035$5.65M0.38%+4,70713F-HRTimeline
Thrive Capital Management, LLC98,420$5.62M1.45%+7,07013F-HRTimeline
Baker Avenue Asset Management, LP97,995$5.6M0.13%-56,50513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC97,445$5.56M0.01%+12,85413F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC96,984$5.54M0.58%new13F-HRTimeline
TABLEAUX LLC96,262$5.5M2.2%+30,65813F-HRTimeline
TBH Global Asset Management, LLC95,755$5.47M1.07%new13F-HRTimeline
Stonegate Management LLC94,877$5.42M3.59%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP94,317$5.39M0.01%-7,99313F-HRTimelineGroup
Foundations Investment Advisors, LLC92,453$5.28M0.08%-244,04913F-HRTimeline
Eagle Bluffs Wealth Management LLC91,762$5.24M2.26%+2,34613F-HRTimeline
J. Team Financial, Inc.91,513$5.23M5.3%13F-HRTimeline
Ulland Investment Advisors, LLC91,138$5.2M3.92%-2,59613F-HRTimeline
Summit Financial Wealth Advisors, LLC91,522$5.2M0.81%+5,41213F-HRTimeline
Gotham Asset Management, LLC90,864$5.19M0.02%+1,25713F-HRTimeline
21 West Wealth Management LLC90,726$5.18M4.91%+1,39013F-HRTimeline
Penney Financial, LLC90,462$5.17M2.31%+4,13813F-HRTimeline
Merkkuri Wealth Advisors LLC89,874$5.13M3.72%+5,51713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC88,734$5.07M0.58%-10,11513F-HRTimeline
Focused Wealth Management, Inc88,718$5.07M0.55%+1,04513F-HRTimeline
Verity Asset Management, Inc.87,914$5.02M1.64%-48,50313F-HRTimeline
Investment Partners Asset Management, I…87,658$5.01M3.3%+80213F-HRTimeline
Campbell Deegan Wealth Management, LLC87,388$4.99M4.46%+16,03413F-HRTimeline
Claro Advisors Inc.87,294$4.98M0.73%+20,88313F-HRTimeline
Ausdal Financial Partners, Inc.87,293$4.98M0.24%+7,96513F-HRTimeline
N.E.W. Advisory Services LLC87,221$4.98M0.44%+6,42113F-HRTimeline
EWG Elevate Inc.86,768$4.95M1.55%+2,92613F-HRTimeline
Thomasville National Bank86,285$4.93M0.31%+22413F-HRTimeline
Asset Allocation Strategies LLC85,738$4.9M0.97%+50,53113F-HRTimeline
WINCAP FINANCIAL LLC85,530$4.88M3.37%+25,12813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC85,229$4.87M1.49%-8,92213F-HRTimelineGroup
RFG Advisory, LLC84,891$4.85M0.1%-19,10713F-HRTimeline
Allred Capital Management, LLC84,310$4.81M1.68%+3,64013F-HRTimeline
O'ROURKE & COMPANY, Inc83,555$4.77M1.99%+48713F-HRTimeline
NorthCoast Asset Management LLC83,103$4.75M0.02%-55713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding83,701$4.72M+5,728Timeline
MIdWestOne Financial Group, Inc.82,368$4.7M0.57%+4,16113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC82,271$4.7M0.33%-29,06013F-HRTimeline
U.S. Capital Wealth Advisors, LLC82,183$4.69M0.13%-10,17013F-HRTimeline
Perigon Wealth Management, LLC82,112$4.69M0.1%+1,45413F-HRTimeline
49 WEALTH MANAGEMENT, LLC81,952$4.68M0.44%-33,55813F-HRTimeline
IFP Advisors, Inc81,691$4.66M0.12%+8,21513F-HR/ATimeline
LifeWealth Investments, LLC81,417$4.65M1.53%+1,01613F-HR/ATimeline
Joseph P. Lucia & Associates, LLC81,294$4.64M1.75%-7213F-HRTimeline
HERBST GROUP, LLC81,225$4.64M2.88%-85713F-HRTimeline
Three Magnolias Financial Advisors, LLC81,140$4.63M2.88%-2,82113F-HRTimeline
Madrona Financial Services, LLC81,118$4.63M1.02%+2,01513F-HRTimeline
CIBC WORLD MARKET INC.80,793$4.61M0.01%-2,16513F-HRTimeline
Summit Wealth Partners, LLC80,351$4.59M0.83%+1,46213F-HRTimeline
CALTON & ASSOCIATES, INC.79,767$4.55M0.68%+1913F-HRTimeline
Clearstead Trust, LLC79,494$4.54M0.78%+59,99913F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp79,415$4.53M<0.01%new13F-HRTimelineGroup
Clark Wealth Partners79,198$4.53M2.76%-2,84613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…79,270$4.53M0.15%+18,29613F-HRTimelineGroup
Retirement Planning Group, LLC78,974$4.51M0.16%+18,57213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP78,728$4.5M0.28%+8,00213F-HRTimeline
RDA Financial Network78,235$4.47M1.1%+2,33113F-HRTimeline
4WEALTH ADVISORS, INC.77,111$4.4M4.07%+10,36513F-HRTimeline
Members Advisory Group LLC76,491$4.37M1.54%-6,68113F-HRTimeline
Trajan Wealth LLC76,127$4.35M0.19%+7,16213F-HRTimeline
INTEGRITY ALLIANCE, LLC.75,949$4.34M0.2%+23,34813F-HRTimeline
LOWERY THOMAS, LLC75,043$4.28M2.47%+5,21213F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding74,625$4.26M-639Timeline
AlphaCore Capital LLC74,057$4.23M0.14%+12,59413F-HRTimeline
Windsor Capital Management, LLC74,041$4.23M1.17%+2,87113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC73,991$4.22M1.04%-5,24113F-HRTimeline
StoneCrest Wealth Management, Inc.73,902$4.22M1.85%+1,48413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC73,758$4.21M0.61%+20,33213F-HRTimeline
RETIREMENT GUYS FORMULA LLC73,321$4.19M1.47%+2,03613F-HRTimeline
Weinberger Asset Management, Inc72,954$4.17M1.51%+2,42713F-HRTimeline
Semus Wealth Partners LLC72,824$4.16M2.35%+7,62213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/72,708$4.15M<0.01%+9,92813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC72,148$4.12M0.39%+8,36313F-HRTimelineGroup
Snider Financial Group71,413$4.08M1.11%+28613F-HRTimeline
Onyx Bridge Wealth Group LLC71,267$4.07M0.44%+13,90113F-HRTimeline
WEALTHSPAN PARTNERS, LLC71,171$4.06M1.57%+5,26913F-HRTimeline
Saxony Capital Management, LLC71,039$4.06M2.67%+7,22213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,787$4.04M<0.01%+7,77113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC70,474$4.02M0.31%+19,50313F-HR/ATimeline
FourThought Financial Partners, LLC70,376$4.02M0.35%+3,45313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,800$3.99M<0.01%new13F-HRTimelineGroup
STAR Financial Bank69,712$3.98M2.35%-3,98413F-HRTimeline
Base Wealth Management LLC69,679$3.98M2.27%+5,12413F-HRTimeline
Modern Wealth Management, LLC69,342$3.96M0.08%-4,36313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI69,258$3.95M0.22%-4,43913F-HRTimeline
Security National Bank69,235$3.95M0.61%-131,19013F-HRTimeline
Empire Financial Management Company, LLC69,216$3.95M0.91%+33,47813F-HRTimeline
BG Investment Services, LLC68,887$3.93M3.88%+22,67013F-HRTimeline
Walkner Condon Financial Advisors LLC68,661$3.92M0.62%-7,91113F-HRTimeline
B. Riley Wealth Advisors, Inc.68,491$3.91M0.19%+25,64513F-HRTimeline
Worth Financial Advisory Group, LLC68,464$3.91M2.19%-96013F-HRTimeline
Heritage Trust Co67,988$3.88M0.41%-1,33313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…67,911$3.88M2.48%+1,11413F-HRTimelineGroup
Whipplewood Advisors, LLC67,669$3.86M2.54%+79813F-HRTimeline
Legacy Private Trust Co.67,392$3.85M0.23%-17,62213F-HRTimeline
NFSG Corp67,080$3.83M0.57%-5,23013F-HRTimeline
LITTLE HOUSE CAPITAL LLC66,976$3.82M0.88%+1,13713F-HRTimeline
Smartleaf Asset Management LLC67,130$3.82M0.24%+19,55013F-HRTimeline
M.E. ALLISON & CO., INC.66,953$3.82M2.66%+5,73913F-HRTimeline