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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
F/m Investments LLC182,825$10.4M0.69%-34513F-HRTimeline
FLOYD FINANCIAL GROUP LLC179,064$10.3M6.88%+11,73613F-HRTimeline
Cambridge Advisors Inc.180,980$10.3M1.99%-1,44913F-HRTimeline
Perkins Coie Trust Co178,836$10.1M1.95%+15,71713F-HRTimeline
Merit Financial Group, LLC177,078$10M0.07%-3,89613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…176,399$9.99M0.02%-18,76313F-HRTimelineGroup
TD Waterhouse Canada Inc.176,238$9.94M0.03%+129,66713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…174,695$9.9M1.21%-40,00413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC173,778$9.85M2.81%-10,54713F-HRTimeline
Koshinski Asset Management, Inc.172,000$9.75M0.61%+17,70613F-HRTimeline
Edgemoor Investment Advisors, Inc.170,927$9.69M0.76%+9,47913F-HRTimeline
Global Assets Advisory, LLC169,135$9.59M2.74%+37,64913F-HRTimeline
CENTRAL TRUST Co167,683$9.5M0.19%-15,26313F-HRTimeline
MBA Advisors LLC167,529$9.5M3.65%+18,10613F-HRTimeline
Montis Financial, LLC166,998$9.47M1.96%+14,13013F-HRTimeline
Independent Advisor Alliance165,300$9.37M0.1%+141,34513F-HRTimeline
Integrity Wealth Partners, LLC164,789$9.34M8.41%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…164,098$9.3M0.1%+2,82613F-HRTimelineGroup
High Net Worth Advisory Group LLC163,895$9.29M2.17%-2,40313F-HRTimeline
Krilogy Financial LLC160,649$9.25M0.3%+1,65513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…161,496$9.11M0.64%-26,81313F-HRTimeline
Scott Capital Advisors, LLC157,904$9.09M1.84%+11,09413F-HRTimeline
Visionary Wealth Advisors159,207$9.02M0.4%-33,46213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers158,080$8.96M0.01%+63,54313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.158,036$8.96M0.34%+20,53213F-HRTimeline
Cascade Wealth Advisors, Inc159,523$8.93M3.92%-12,83413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…157,419$8.91M1.18%+30,97013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC155,766$8.83M0.04%-99,05113F-HRTimelineGroup
Pacific Center for Financial Services154,667$8.77M2.22%-5,66113F-HRTimeline
CVA Family Office, LLC152,726$8.66M0.91%-22,07913F-HRTimeline
Mayfair Advisory Group, LLC150,838$8.55M2.99%-11,16513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…150,184$8.51M2.27%-30,16113F-HRTimelineGroup
Fairway Wealth LLC149,554$8.48M2.24%+91113F-HRTimeline
NWF Advisory Services Inc.149,275$8.46M0.96%+5513F-HRTimeline
Stonebridge Financial Group, LLC148,985$8.44M0.69%+21,04513F-HRTimeline
Snowden Capital Advisors LLC148,284$8.4M0.22%-20413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC148,005$8.39M0.27%-61613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK147,468$8.36M0.05%new13F-HRTimelineGroup
Bouvel Investment Partners, LLC147,035$8.33M2.42%+1,44713F-HRTimeline
Turn8 Private Wealth Inc.145,448$8.24M5.15%+26,28513F-HRTimeline
NCM Capital Management, LLC144,607$8.2M2.93%+85613F-HRTimeline
Valmark Advisers, Inc.144,439$8.19M0.1%+81,69813F-HRTimeline
Sigma Planning Corp144,283$8.18M0.23%-7,46013F-HRTimeline
CFO4Life Group, LLC143,649$8.14M1.24%+11813F-HRTimeline
Financially in Tune, LLC142,234$8.06M6.93%+18,28013F-HRTimeline
Sterling Investment Advisors, Ltd.141,976$8.05M1.46%+10,54713F-HRTimeline
Decker Retirement Planning Inc.141,514$8.02M3.63%+58,23513F-HRTimeline
DeDora Capital, Inc.141,476$8.02M1.97%+5,78213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC138,785$7.87M0.02%+19,26113F-HRTimelineGroup
Mutual Advisors, LLC137,986$7.82M0.17%+5,72213F-HRTimeline
SeaCrest Wealth Management, LLC137,320$7.78M0.83%-15613F-HRTimeline
PFG Investments, LLC136,653$7.75M0.36%-1,23113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC136,432$7.73M0.74%+13,25213F-HRTimeline
Intrepid Financial Planning Group LLC136,482$7.72M3.12%-2,19613F-HRTimeline
Madrona Financial Services, LLC134,600$7.63M1.67%+52,10713F-HRTimeline
CENTAURUS FINANCIAL, INC.134,241$7.61M0.36%-69913F-HRTimeline
Garden State Investment Advisory Servic…133,390$7.57M1.81%+41613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…133,423$7.56M0.23%-23,95013F-HR/ATimelineGroup
Financial Alternatives, Inc133,183$7.55M4.07%+3,95113F-HRTimeline
Strategic Wealth Partners, Ltd.132,824$7.53M0.52%+11,10213F-HRTimeline
Aprio Wealth Management, LLC132,329$7.5M0.41%+8,12513F-HRTimeline
Stelac Advisory Services LLC131,947$7.48M1.51%+93,82813F-HRTimeline
EASTERN BANK131,637$7.46M0.13%-6,17013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC131,024$7.43M1.37%+4,51213F-HRTimeline
Capital Advisors Wealth Management, LLC130,582$7.4M0.99%+8,79213F-HRTimeline
Moors & Cabot, Inc.130,559$7.4M0.32%-1,94013F-HRTimeline
StrongBox Wealth, LLC130,367$7.39M2.36%-1,37213F-HRTimeline
Sulzberger Capital Advisors, Inc.130,258$7.38M7.53%+59,19213F-HRTimeline
Clearstead Trust, LLC130,161$7.38M1.2%+1,55213F-HRTimeline
Smartleaf Asset Management LLC130,729$7.28M0.26%+35,50313F-HRTimeline
Decker Wealth Management LLC127,740$7.24M1.64%-25,83713F-HRTimeline
New England Private Wealth Advisors LLC127,257$7.21M0.83%-2,15513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC127,097$7.2M1.3%-2,18113F-HRTimeline
Summit Financial Wealth Advisors, LLC126,523$7.17M1.02%+17,39313F-HRTimeline
Avior Wealth Management, LLC120,689$6.84M0.19%+60,64513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC120,617$6.84M0.87%+1,83113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP120,253$6.82M0.38%+39,70413F-HRTimeline
Leelyn Smith, LLC120,173$6.81M0.96%+98,13313F-HRTimeline
Blue Water Asset Management117,113$6.64M2.29%-80,33313F-HRTimeline
LeClair Wealth Partners LLC117,113$6.64M2.29%new13F-HRTimeline
Community Financial Services Group, LLC117,605$6.63M1.17%+3,21113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC116,744$6.62M0.49%+4,06613F-HRTimeline
L2 Asset Management, LLC115,485$6.55M0.62%+93,00913F-HRTimeline
Aureum Wealth Management, LLC111,989$6.35M4.42%+28,41913F-HRTimeline
Selective Wealth Management, Inc.111,098$6.35M1.88%-5,09013F-HRTimeline
RFG Advisory, LLC110,774$6.28M0.12%+38,64413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management110,171$6.24M0.21%+2,46313F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC110,131$6.24M0.23%+101,50013F-HRTimelineGroup
CIBC WORLD MARKET INC.110,012$6.24M0.01%+27,05913F-HRTimeline
Southeast Asset Advisors, LLC109,730$6.22M0.68%+1,58413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…109,533$6.21M0.2%+4,15513F-HRTimelineGroup
IHT Wealth Management, LLC109,399$6.2M0.14%+74,62113F-HRTimeline
Gotham Asset Management, LLC109,123$6.19M0.02%+19,06813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/108,452$6.15M<0.01%+2,97413F-HRTimelineGroup
SMART Wealth LLC108,330$6.14M1.8%-55113F-HRTimeline
WNY Asset Management, LLC108,291$6.14M0.63%13F-HRTimeline
Investment Partners Asset Management, I…108,266$6.14M3.79%+3,27613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC107,243$6.08M0.79%+17,55813F-HRTimeline
Continuum Advisory, LLC107,107$6.07M0.58%-2,43913F-HRTimeline
Foundations Investment Advisors, LLC106,666$6.05M0.08%+20,88013F-HRTimeline
Vivid Wealth Management, LLC106,590$6.04M2.44%+15413F-HRTimeline
Thrive Capital Management, LLC105,988$6.01M1.32%+29,79313F-HRTimeline
Perissos Private Wealth Management, LLC105,586$5.98M5.19%-1,96413F-HRTimeline
Intrua Financial, LLC105,548$5.98M0.64%+87,28013F-HRTimeline
Brady Martz Wealth Solutions, LLC105,119$5.96M1.02%-31,25713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC104,653$5.93M2.13%+3,34113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC104,523$5.92M0.64%+4,80713F-HRTimeline
Campbell Deegan Wealth Management, LLC103,419$5.86M4.71%+5,20213F-HRTimeline
Saxony Capital Management, LLC102,979$5.84M3.39%+16,16013F-HRTimeline
BEAM WEALTH ADVISORS, INC.101,691$5.76M1.43%+39,29013F-HRTimeline
Centurion Wealth Management LLC100,950$5.72M1.29%-166,53713F-HRTimeline
Safe Harbor Fiduciary, LLC100,794$5.71M5.44%+1,43313F-HRTimeline
Eagle Bluffs Wealth Management LLC100,477$5.7M2.22%+64413F-HRTimeline
Penney Financial, LLC99,620$5.65M2.17%+1,83313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC98,932$5.61M<0.01%+27,12413F-HR/ATimelineGroup
Wick Capital Partners, LLC98,474$5.58M1.02%+12,77313F-HRTimeline
Thayer Partners, LLC / MA98,395$5.58M2.66%+5,68713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding97,447$5.57M+12,931Timeline
Focused Wealth Management, Inc98,107$5.56M0.58%-1,06613F-HRTimeline
Ausdal Financial Partners, Inc.97,973$5.55M0.25%+9,92813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC97,919$5.55M0.93%+21,77713F-HRTimeline
Alliance Wealth Advisors, LLC /UT97,881$5.55M1.2%+44,33213F-HRTimeline
Allred Capital Management, LLC97,557$5.53M2.01%+3,00413F-HRTimeline
VeraBank, N.A.97,479$5.53M1.01%-5,59413F-HRTimeline
IMC-Chicago, LLC97,354$5.52M0.08%new13F-HRTimeline
Principle Wealth Partners LLC97,105$5.5M0.31%+1,85013F-HRTimeline
Western Wealth Management, LLC96,678$5.48M0.21%new13F-HR/ATimeline
WINCAP FINANCIAL LLC94,767$5.37M3.57%+6,59113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp94,531$5.36M0.01%+9,72513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP92,723$5.26M<0.01%+71,43613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC92,242$5.23M0.16%-22,93613F-HRTimeline
O'ROURKE & COMPANY, Inc92,073$5.22M2.07%+4,60913F-HRTimeline
Asset Allocation Strategies LLC91,392$5.18M0.92%+82713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP123,565$5.17M0.01%-20,19013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC89,883$5.09M3.37%+46213F-HRTimeline
Peregrine Asset Advisers, Inc.89,548$5.08M1.37%-1,68613F-HRTimeline
Vavra Capital Management, LLC89,544$5.08M4.93%+3,29113F-HRTimeline
Base Wealth Management LLC89,050$5.05M2.82%+11,40613F-HRTimeline
N.E.W. Advisory Services LLC88,570$5.02M0.38%+3,52413F-HRTimeline
Ulland Investment Advisors, LLC88,335$5.01M4.29%-1,21013F-HRTimeline
Whalen Wealth Management Inc.88,309$5.01M2.68%+23,25713F-HRTimeline
LifeWealth Investments, LLC87,814$4.98M1.49%+7,74713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC87,249$4.95M1.79%-35013F-HR/ATimelineGroup
Perigon Wealth Management, LLC87,135$4.94M0.09%-4,24213F-HRTimeline
TBH Global Asset Management, LLC87,010$4.93M0.99%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC86,676$4.91M0.12%+8,73213F-HRTimeline
Three Magnolias Financial Advisors, LLC86,101$4.88M3.11%+4,66813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.86,025$4.88M0.27%+9,71813F-HRTimelineGroup
J. Team Financial, Inc.85,726$4.86M5.45%-7,91513F-HRTimeline
Claro Advisors Inc.85,461$4.84M0.58%+2,88813F-HRTimeline
Troutman Wealth Management, LLC82,947$4.7M3.92%+2,20313F-HRTimeline
Clark Wealth Partners82,938$4.7M3.16%+3,74013F-HRTimeline
Snider Financial Group82,894$4.7M1.42%+4,50813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.82,364$4.67M1.83%+39313F-HRTimeline
Summit Wealth Partners, LLC82,303$4.66M0.74%+1,62513F-HRTimeline
AlphaCore Capital LLC81,446$4.62M0.11%+4,36213F-HRTimeline
21 West Wealth Management LLC81,411$4.61M4.29%-4,78713F-HRTimeline
OneDigital Investment Advisors LLC81,150$4.6M0.04%+45,93613F-HRTimeline
Sowell Financial Services LLC80,791$4.58M0.17%+10,18513F-HRTimeline
WEALTHSPAN PARTNERS, LLC80,654$4.57M1.61%+3,66513F-HRTimeline
BG Investment Services, LLC80,630$4.57M3.79%+39,68113F-HRTimeline
Onyx Bridge Wealth Group LLC80,516$4.56M0.49%+3,31313F-HRTimeline
FRG Family Wealth Advisors LLC80,491$4.56M0.75%-4,42113F-HRTimeline
TrustBankin group TrustBank79,976$4.53M1.76%+10,30813F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC79,464$4.5M2.07%+4,29013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC79,436$4.5M0.32%+2,87613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC79,354$4.5M0.37%+11,41613F-HRTimelineGroup
Integrated Financial Solutions, Inc.79,345$4.5M3.12%+7,25013F-HRTimeline
LOWERY THOMAS, LLC79,179$4.49M2.57%+2,52713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC78,928$4.47M0.04%-19,64713F-HRTimelineGroup
MOR Wealth Management, LLC78,751$4.46M2.05%-2,79913F-HRTimeline
Bauman Advisory Group, LLC78,569$4.45M3.12%-2,24613F-HRTimeline
4WEALTH ADVISORS, INC.79,551$4.43M3.78%+1,65513F-HRTimeline
Patten Group, Inc.77,789$4.41M0.77%+4,73413F-HRTimeline
RDA Financial Network77,557$4.4M1.1%-3213F-HRTimeline
Joseph P. Lucia & Associates, LLC77,424$4.39M1.57%+62713F-HRTimeline
IFP Advisors, Inc77,258$4.38M0.09%+38813F-HRTimeline
Windsor Capital Management, LLC76,662$4.35M1.22%+90113F-HRTimeline
Kingstone Capital Partners Texas, LLC76,554$4.34M2.67%+13,34513F-HRTimeline
Trajan Wealth LLC76,457$4.33M0.18%+3,45213F-HRTimeline
CALTON & ASSOCIATES, INC.76,181$4.32M0.62%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC75,660$4.29M0.9%-68913F-HRTimeline
NewEdge Wealth, LLC75,224$4.26M0.05%+7,78213F-HRTimeline
AlphaStar Capital Management, LLC74,881$4.24M0.31%+4,72713F-HRTimeline
FourThought Financial Partners, LLC74,559$4.23M0.36%+32813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC74,052$4.2M0.47%-1,41913F-HRTimeline
Semus Wealth Partners LLC73,930$4.19M2.34%+1,63713F-HRTimeline
Grantvest Financial Group LLC73,191$4.15M2.69%+11,78613F-HRTimeline
Modern Wealth Management, LLC73,316$4.14M0.07%-6,71513F-HRTimeline
Baker Avenue Asset Management, LP72,615$4.12M0.09%+1,70113F-HRTimeline
J HAGAN CAPITAL, INC.72,158$4.09M2.21%-3,18313F-HRTimeline
M.E. ALLISON & CO., INC.71,198$4.04M2.68%+7,62513F-HRTimeline
Quantinno Capital Management LP70,007$3.97M0.01%+8,31813F-HRTimeline
Fairway Financial, LLC69,965$3.97M3.02%+1,32013F-HRTimeline
Soltis Investment Advisors LLC69,951$3.96M0.26%-7,97713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC69,743$3.95M0.71%+2,39013F-HRTimeline
Slagle Financial, LLC69,534$3.94M1.3%+15,07813F-HRTimeline
Weinberger Asset Management, Inc69,523$3.94M1.48%-12113F-HRTimeline
Security National Bank69,466$3.94M0.57%+3,29013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…69,300$3.93M2.42%+9813F-HRTimelineGroup