Skip to content
Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

1,373 managers (1,391 13F filers) reported a position in JEPI shares at 2025-12-31, 316,534,976 shares in all. 93 filers opened a position and 83 filers sold out during the quarter.

Managers
1,373
13F filers
1,391
New
93
Added
589
Reduced
494
Sold out
83
Shares held by filers
316,534,976

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
F/m Investments LLC183,170$10.5M0.4%-17513F-HRTimeline
CENTRAL TRUST Co182,946$10.5M0.21%+1,46113F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.182,906$10.5M7.51%+12,10013F-HRTimeline
Cambridge Advisors Inc.182,429$10.4M1.99%-5,07213F-HRTimeline
Merit Financial Group, LLC180,974$10.4M0.08%-30113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…180,345$10.3M2.59%+15,70013F-HRTimelineGroup
Community Bank, N.A.177,251$10.1M1.2%-413F-HRTimeline
Cascade Wealth Advisors, Inc172,357$10.1M4.64%-96,27013F-HRTimeline
CVA Family Office, LLC174,805$10M1.15%-2,83913F-HRTimeline
FLOYD FINANCIAL GROUP LLC167,328$9.95M6.74%+9,10513F-HRTimeline
ADG Wealth Management Group, LLC173,012$9.9M7.5%+5,09913F-HRTimeline
High Net Worth Advisory Group LLC166,298$9.52M2.19%-13,05713F-HRTimeline
Pinnacle Wealth Management, LLC165,043$9.45M6.36%+94313F-HRTimeline
Belpointe Asset Management LLC164,909$9.44M0.34%+5,78013F-HRTimeline
Perkins Coie Trust Co163,119$9.34M1.74%+23,42713F-HRTimeline
Krilogy Financial LLC158,994$9.32M0.32%-7,87913F-HRTimeline
Mayfair Advisory Group, LLC162,003$9.29M3.61%-13,21813F-HRTimeline
Edgemoor Investment Advisors, Inc.161,448$9.24M0.72%+9,81213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…161,272$9.23M0.11%+96313F-HRTimelineGroup
Pacific Center for Financial Services160,328$9.15M2.33%013F-HRTimeline
Cadence Bank157,709$9.03M0.53%+27,61913F-HRTimeline
Patriot Financial Group Insurance Agenc…157,644$9.02M1.08%-5,35813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…157,373$9.01M0.33%+3,32913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding154,570$8.85M+5,304Timeline
Koshinski Asset Management, Inc.154,294$8.83M0.57%-11,25113F-HRTimeline
Decker Wealth Management LLC153,577$8.79M1.93%13F-HRTimeline
Montis Financial, LLC152,868$8.75M1.73%+7,23313F-HRTimeline
Dynamic Advisor Solutions LLC151,892$8.69M0.28%-81,64413F-HRTimeline
Sigma Planning Corp151,743$8.69M0.24%-38,32913F-HRTimeline
Snowden Capital Advisors LLC148,488$8.56M0.22%+8,94713F-HRTimeline
MBA Advisors LLC149,423$8.55M3.45%+12,39013F-HRTimeline
NWF Advisory Services Inc.149,220$8.54M0.94%-27,90413F-HRTimeline
Fairway Wealth LLC148,643$8.51M2.29%+1,54813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC148,621$8.51M0.15%-11,16713F-HR/ATimeline
Scott Capital Advisors, LLC146,810$8.4M1.86%+23,16713F-HRTimeline
Bouvel Investment Partners, LLC145,588$8.33M2.4%+9,90713F-HRTimeline
NCM Capital Management, LLC143,751$8.23M3.05%+3,77613F-HRTimeline
CFO4Life Group, LLC143,531$8.22M1.17%-11,36613F-HRTimeline
SeaCrest Wealth Management, LLC137,476$7.94M0.8%-4,63513F-HRTimeline
Intrepid Financial Planning Group LLC138,678$7.93M3.01%-1,14313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP143,755$7.91M0.01%+49,43813F-HR/ATimelineGroup
PFG Investments, LLC137,884$7.89M0.37%-6,69913F-HRTimeline
EASTERN BANK137,807$7.89M0.14%-1,78413F-HRTimeline
INTEGRITY ALLIANCE, LLC.137,504$7.87M0.29%+61,55513F-HRTimeline
Brady Martz Wealth Solutions, LLC136,376$7.81M1.37%-46413F-HRTimeline
DeDora Capital, Inc.135,694$7.77M1.84%+17,64713F-HRTimeline
CENTAURUS FINANCIAL, INC.134,940$7.72M0.35%+7,58513F-HRTimeline
Garden State Investment Advisory Servic…132,974$7.65M1.82%-1,00113F-HRTimeline
Moors & Cabot, Inc.132,499$7.58M0.32%+2,46813F-HRTimeline
Mutual Advisors, LLC132,264$7.57M0.16%-19,33113F-HRTimeline
StrongBox Wealth, LLC131,739$7.54M2.48%-1,97113F-HRTimeline
Global Assets Advisory, LLC131,486$7.53M2.15%+4,81913F-HRTimeline
Sterling Investment Advisors, Ltd.131,429$7.52M1.39%+5,10113F-HRTimeline
New England Private Wealth Advisors LLC129,412$7.41M0.92%-6,80213F-HR/ATimeline
CHILDRESS CAPITAL ADVISORS, LLC129,278$7.4M1.19%-40,79213F-HRTimeline
Financial Alternatives, Inc129,232$7.4M4.3%+7,32013F-HRTimeline
Clearstead Trust, LLC128,609$7.36M1.16%+49,11513F-HRTimeline
Stonebridge Financial Group, LLC127,940$7.32M0.63%+4,64313F-HRTimeline
BRIGHTON JONES LLC127,528$7.3M0.27%+120,08713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…127,447$7.3M0.01%new13F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…126,449$7.24M0.97%+1,81913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC126,512$7.24M1.37%+6,74213F-HRTimeline
Aprio Wealth Management, LLC124,204$7.11M0.41%+1,91213F-HRTimeline
Financially in Tune, LLC123,954$7.1M6.62%13F-HRTimeline
Arkadios Wealth Advisors123,712$7.08M0.14%+16,75113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC123,180$7.05M0.67%+26,19613F-HRTimeline
Capital Advisors Wealth Management, LLC121,790$6.97M0.95%+9,52213F-HRTimeline
CHANNEL WEALTH LLC121,746$6.97M1.76%+57,39413F-HRTimeline
Strategic Wealth Partners, Ltd.121,722$6.97M0.48%-7,12313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…119,942$6.87M1.15%-52,35913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119,524$6.84M0.01%+22,07913F-HRTimelineGroup
Turn8 Private Wealth Inc.119,163$6.82M4.89%-45613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC118,786$6.8M0.83%-5,08613F-HRTimeline
Selective Wealth Management, Inc.116,188$6.79M2.12%-28,75113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC115,178$6.59M0.21%+69913F-HRTimeline
Community Financial Services Group, LLC114,394$6.55M1.2%-1,73113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC112,678$6.45M0.46%+13,64313F-HRTimeline
Continuum Advisory, LLC109,546$6.27M0.63%-7,45513F-HRTimeline
Summit Financial Wealth Advisors, LLC109,130$6.25M0.89%+17,60813F-HRTimeline
SMART Wealth LLC108,881$6.23M1.9%+1,58813F-HRTimeline
Southeast Asset Advisors, LLC108,146$6.19M0.59%+5,70013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management107,708$6.17M0.21%+2,74313F-HRTimelineGroup
Perissos Private Wealth Management, LLC107,550$6.16M5.31%-2,35313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC104,593$6.11M2.85%-11,67113F-HRTimeline
Vivid Wealth Management, LLC106,436$6.09M2.37%+1,70713F-HRTimeline
Cornerstone Wealth Group, LLC105,949$6.06M0.41%+5,76713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/105,478$6.04M<0.01%+32,77013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…105,378$6.03M0.2%+26,10813F-HRTimelineGroup
Investment Partners Asset Management, I…104,990$6.01M3.74%+17,33213F-HRTimeline
Ellis Investment Partners, LLC104,941$6.01M1.05%-33,92313F-HRTimeline
Private Advisor Group, LLC103,854$5.94M0.03%-45,47413F-HRTimeline
VeraBank, N.A.103,073$5.9M1.07%-27,24613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management102,110$5.84M0.83%-7,08513F-HRTimelineGroup
LEE JOHNSON CAPITAL MANAGEMENT, LLC101,312$5.8M1.99%-37,59913F-HRTimeline
Eagle Bluffs Wealth Management LLC99,833$5.76M2.33%+8,07113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC99,716$5.71M0.62%-33113F-HRTimeline
Safe Harbor Fiduciary, LLC99,361$5.69M5.03%13F-HRTimeline
Focused Wealth Management, Inc99,173$5.68M0.6%+10,45513F-HRTimeline
Teamwork Financial Advisors, LLC98,714$5.65M0.6%-391,63413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC98,575$5.64M0.06%-28,82813F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC98,217$5.62M4.54%+10,82913F-HRTimeline
Penney Financial, LLC97,787$5.6M2.16%+7,32513F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV97,407$5.58M3.51%13F-HRTimeline
Smartleaf Asset Management LLC95,226$5.52M0.21%+28,09613F-HRTimeline
Principle Wealth Partners LLC95,255$5.45M0.31%-16,48713F-HRTimeline
Investment Advisory Services Group LLC94,783$5.43M4.82%13F-HRTimeline
Allred Capital Management, LLC94,553$5.41M1.96%+10,24313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers94,537$5.41M0.01%+44,60013F-HRTimelineGroup
J. Team Financial, Inc.93,641$5.36M5.36%+2,12813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…93,446$5.35M0.1%-217,26013F-HRTimelineGroup
Thayer Partners, LLC / MA92,708$5.31M2.58%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC91,393$5.23M<0.01%+71,45013F-HRTimelineGroup
Perigon Wealth Management, LLC91,377$5.23M0.09%+9,26513F-HRTimeline
Peregrine Asset Advisers, Inc.91,234$5.22M1.47%new13F-HRTimeline
Asset Allocation Strategies LLC90,565$5.18M0.96%+4,82713F-HRTimeline
Gotham Asset Management, LLC90,055$5.15M0.02%-80913F-HRTimeline
Thomasville National Bank89,917$5.15M0.32%+3,63213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC89,685$5.13M0.69%+15,92713F-HRTimeline
Ulland Investment Advisors, LLC89,545$5.13M4.1%-1,59313F-HRTimeline
Merkkuri Wealth Advisors LLC89,421$5.12M3.48%-45313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC87,599$5.05M1.69%+2,37013F-HRTimelineGroup
WINCAP FINANCIAL LLC88,176$5.05M3.46%+2,64613F-HRTimeline
Ausdal Financial Partners, Inc.88,045$5.04M0.23%+75213F-HRTimeline
Retirement Planning Group, LLC87,708$5.02M0.16%+8,73413F-HRTimeline
O'ROURKE & COMPANY, Inc87,464$5.01M1.95%+3,90913F-HRTimeline
Saxony Capital Management, LLC86,819$4.97M3.05%+15,78013F-HRTimeline
Vavra Capital Management, LLC86,253$4.94M4.85%13F-HRTimeline
21 West Wealth Management LLC86,198$4.93M4.51%-4,52813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding84,516$4.93M+815Timeline
Foundations Investment Advisors, LLC85,786$4.91M0.06%-6,66713F-HRTimeline
Wick Capital Partners, LLC85,701$4.91M0.88%-55,27113F-HR/ATimeline
New Millennium Group LLC85,515$4.89M2.12%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp84,806$4.89M0.01%+5,39113F-HRTimelineGroup
N.E.W. Advisory Services LLC85,046$4.87M0.36%-2,17513F-HRTimeline
FRG Family Wealth Advisors LLC84,912$4.86M0.75%-17,21113F-HRTimeline
Aureum Wealth Management, LLC83,570$4.78M4.44%13F-HRTimeline
Atria Investments, Inc83,286$4.77M0.05%-26,11213F-HRTimeline
Decker Retirement Planning Inc.83,279$4.77M2.37%+58,13713F-HRTimeline
MADDEN SECURITIES Corp83,078$4.76M1.45%-48,38813F-HRTimeline
Archer Investment Corp82,971$4.75M1.07%-28,14613F-HRTimeline
CIBC WORLD MARKET INC.82,953$4.75M0.01%+2,16013F-HRTimeline
Claro Advisors Inc.82,573$4.73M0.64%-4,72113F-HRTimeline
Madrona Financial Services, LLC82,493$4.72M1.01%+1,37513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.81,971$4.69M1.77%-30,99313F-HRTimeline
MOR Wealth Management, LLC81,550$4.67M2.13%13F-HRTimeline
Three Magnolias Financial Advisors, LLC81,433$4.66M2.9%+29313F-HRTimeline
Bauman Advisory Group, LLC80,815$4.63M3.73%13F-HRTimeline
Troutman Wealth Management, LLC80,744$4.62M3.82%13F-HRTimeline
Summit Wealth Partners, LLC80,678$4.62M0.85%+32713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP80,549$4.61M0.26%+1,82113F-HRTimeline
LifeWealth Investments, LLC80,067$4.58M1.45%-1,35013F-HRTimeline
Modern Wealth Management, LLC80,031$4.58M0.08%+10,68913F-HRTimeline
Clark Wealth Partners79,198$4.53M2.76%013F-HRTimeline
Snider Financial Group78,386$4.49M1.2%+6,97313F-HRTimeline
U.S. Capital Wealth Advisors, LLC77,944$4.46M0.12%-4,23913F-HRTimeline
Soltis Investment Advisors LLC77,928$4.46M0.29%+18,15213F-HR/ATimeline
4WEALTH ADVISORS, INC.77,896$4.46M3.86%+78513F-HRTimeline
AlphaCore Capital LLC77,084$4.45M0.1%+3,02713F-HRTimeline
Base Wealth Management LLC77,644$4.44M2.39%+7,96513F-HRTimeline
RDA Financial Network77,589$4.44M1.07%-64613F-HRTimeline
Onyx Bridge Wealth Group LLC77,203$4.42M0.47%+5,93613F-HRTimeline
WEALTHSPAN PARTNERS, LLC76,989$4.41M1.6%+5,81813F-HRTimeline
IFP Advisors, Inc76,870$4.4M0.1%-4,82113F-HRTimeline
Joseph P. Lucia & Associates, LLC76,797$4.4M1.59%-4,49713F-HRTimeline
LOWERY THOMAS, LLC76,652$4.39M2.48%+1,60913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC76,560$4.38M0.31%-5,71113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC76,349$4.37M0.98%+2,35813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.76,307$4.37M0.25%-24,79813F-HRTimelineGroup
Thrive Capital Management, LLC76,195$4.36M0.97%-22,22513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC76,142$4.36M0.78%-44,43913F-HRTimeline
Ankerstar Wealth, LLC75,537$4.36M4.34%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC75,471$4.35M0.49%-13,26313F-HRTimeline
Windsor Capital Management, LLC75,761$4.34M1.2%+1,72013F-HRTimeline
J HAGAN CAPITAL, INC.75,341$4.31M2.39%+19,14913F-HRTimeline
RETIREMENT GUYS FORMULA LLC75,174$4.3M1.96%+1,85313F-HRTimeline
Ergawealth Advisors, Inc.74,910$4.29M1.97%-108,19613F-HRTimeline
FourThought Financial Partners, LLC74,231$4.25M0.36%+3,85513F-HRTimeline
Focus Financial Network, Inc.72,955$4.21M0.15%+6,28513F-HRTimeline
Patten Group, Inc.73,055$4.18M0.77%+14,79313F-HRTimeline
Trajan Wealth LLC73,005$4.18M0.17%-3,12213F-HRTimeline
Semus Wealth Partners LLC72,293$4.14M2.23%-53113F-HRTimeline
RFG Advisory, LLC72,130$4.13M0.08%-12,76113F-HRTimeline
Integrated Financial Solutions, Inc.72,095$4.13M2.94%+17,80013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC71,808$4.11M<0.01%+1,02113F-HRTimelineGroup
Sulzberger Capital Advisors, Inc.71,066$4.07M4.11%+16,60313F-HRTimeline
Baker Avenue Asset Management, LP70,914$4.06M0.09%-27,08113F-HRTimeline
Sowell Financial Services LLC70,606$4.04M0.15%-32,90913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC70,600$4.04M0.01%+43,20013F-HRTimeline
AlphaStar Capital Management, LLC70,154$4.02M0.29%+8,61013F-HRTimeline
Ducere Wealth Management LLC70,135$4.01M1.55%13F-HR/ATimeline
TrustBankin group TrustBank69,668$3.99M1.66%13F-HRTimelineGroup
Weinberger Asset Management, Inc69,644$3.99M1.44%-3,31013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…69,202$3.96M2.4%+1,29113F-HRTimelineGroup
Fairway Financial, LLC68,645$3.93M2.97%+1,96313F-HRTimeline
Empire Financial Management Company, LLC68,520$3.92M0.85%-69613F-HRTimeline
Rockport Wealth LLC67,990$3.89M0.76%+5,86913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC67,938$3.89M0.36%-4,21013F-HRTimelineGroup
Strategic Blueprint, LLC67,904$3.89M0.23%-47,14913F-HRTimeline
PFG Advisors67,894$3.89M0.19%-219,16013F-HRTimeline
NewEdge Wealth, LLC67,442$3.86M0.04%+6,80713F-HRTimeline