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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,400 managers (1,417 13F filers) reported a position in JEPI shares at 2026-06-30, 321,868,241 shares in all. 104 filers opened a position and 94 filers sold out during the quarter.

Managers
1,400
13F filers
1,417
New
104
Added
672
Reduced
493
Sold out
94
Shares held by filers
321,868,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Security National Bank69,402$3.92M0.47%-6413F-HRTimeline
Investment Advisory Services Group LLC69,156$3.91M2.86%+1,90713F-HRTimeline
LongView Wealth Management69,132$3.9M1%+7,95713F-HRTimeline
Quantinno Capital Management LP69,131$3.9M<0.01%-87613F-HRTimeline
PLANNING DIRECTIONS INC69,044$3.9M1.81%+7,12913F-HRTimeline
Hexagon Capital Partners LLC68,220$3.85M0.54%+6,57313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,996$3.84M<0.01%+9,92813F-HRTimelineGroup
WMS Group LLC67,959$3.84M4.95%+8,86013F-HRTimeline
Parallel Advisors, LLC67,863$3.83M0.06%+27313F-HRTimeline
Oasis Advisors, LLC67,470$3.81M2.47%new13F-HRTimeline
SIERRA OCEAN, LLC66,717$3.77M2.61%+2,78013F-HRTimeline
RPg Family Wealth Advisory, LLC66,311$3.75M0.62%+90913F-HR/ATimeline
Ignite Planners, LLC66,208$3.74M0.51%+2,65013F-HRTimeline
SAX WEALTH ADVISORS, LLC65,547$3.72M0.15%-33913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …65,726$3.71M0.18%+39,31513F-HRTimeline
NFSG Corp65,652$3.71M0.46%-43413F-HRTimeline
Register Financial Advisors LLC65,628$3.71M1.14%+84113F-HRTimeline
Kovack Advisors, Inc.64,701$3.63M0.17%-1,19513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC64,325$3.63M0.25%-15,02913F-HRTimelineGroup
SG Americas Securities, LLC64,300$3.63M<0.01%+59,30013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC63,599$3.59M0.37%-10,45313F-HRTimeline
VeraBank, N.A.63,207$3.57M0.59%-34,27213F-HRTimeline
Clarity Wealth Advisors, LLC62,799$3.55M0.63%+1,07713F-HRTimeline
Herold Advisors, Inc.62,700$3.54M0.7%+2,82113F-HRTimeline
WNY Asset Management, LLC62,509$3.53M0.32%-45,78213F-HRTimeline
Advisory Alpha, LLC62,147$3.51M0.09%+9,36313F-HRTimeline
J2 Capital Management Inc61,550$3.48M2.34%-1,70613F-HRTimeline
Lewis Asset Management, LLC61,477$3.47M1.22%+3,64113F-HRTimeline
American Trust61,332$3.46M0.27%-39213F-HRTimeline
L2 Asset Management, LLC61,193$3.46M0.36%-54,29213F-HRTimeline
First PREMIER Bank61,156$3.45M0.56%+17,19913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …60,946$3.44M1.67%+5,02213F-HRTimeline
Independent Wealth Network Inc.60,810$3.43M0.87%+3,24313F-HRTimeline
Ellis Investment Partners, LLC60,477$3.42M0.52%-4,26513F-HRTimeline
Cedarwood Wealth LLC60,455$3.41M2.58%+13,67813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC60,281$3.41M0.49%-1,41013F-HRTimeline
Focus Financial Network, Inc.60,176$3.4M0.11%-8,39813F-HRTimeline
CHAPIN DAVIS, INC.59,829$3.38M0.59%+8,27013F-HRTimeline
Centennial Advisors, LLC59,634$3.37M4.02%-9,41913F-HRTimeline
Procyon Advisors, LLC59,495$3.36M0.15%-4,14513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC59,374$3.35M1.6%+3,51013F-HRTimeline
Solutions 4 Wealth, Ltd59,336$3.35M4.33%+11,23313F-HRTimeline
Ankerstar Wealth, LLC59,262$3.35M2.81%-8,99013F-HRTimeline
United Advisor Group, LLC58,917$3.33M0.35%-30513F-HRTimeline
Heritage Trust Co58,909$3.33M0.29%-17313F-HRTimeline
M Holdings Securities, Inc.59,006$3.32M0.45%+10013F-HRTimeline
Patten Group, Inc.58,555$3.31M0.51%-19,23413F-HRTimeline
Tempus Wealth Planning, LLC58,552$3.31M0.65%+16,80013F-HRTimeline
Ducere Wealth Management LLC58,465$3.3M0.99%-6,37013F-HRTimeline
3EDGE Asset Management, LP58,302$3.29M0.15%+2,12113F-HRTimeline
Haverford Trust Co58,188$3.29M0.03%+3,33313F-HRTimeline
Sunpointe, LLC57,425$3.24M0.92%-3,32113F-HRTimeline
CAP Partners, LLC57,371$3.24M1.58%-1,55613F-HRTimeline
Interchange Capital Partners, LLC57,069$3.22M0.61%+5,58213F-HRTimeline
Collaborative Wealth Managment Inc.57,026$3.22M1.36%+12,41913F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…56,055$3.17M0.78%+1,12813F-HRTimeline
LexAurum Advisors, LLC56,007$3.16M0.37%+44313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI55,981$3.16M0.14%-9,58613F-HRTimeline
Innovative Wealth Building LLC55,531$3.14M1.82%+36,49013F-HRTimeline
OLD MISSION CAPITAL LLC55,230$3.12M0.08%+38,12313F-HRTimeline
Signal Advisors Wealth, LLC54,935$3.1M0.16%+10,31313F-HRTimeline
Arsenal Capital Advisors LLC54,539$3.08M1.82%+3,56913F-HRTimeline
Van Hulzen Asset Management, LLC54,220$3.06M0.22%+9,07413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC54,050$3.05M0.52%+3,03413F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC53,530$3.02M2.4%+7,47613F-HRTimelineGroup
Archer Investment Corp53,453$3.02M0.58%-4,80613F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.53,429$3.02M0.03%-2,81013F-HRTimelineGroup
Lionhunter Capital Management, LLC53,401$3.02M1.36%13F-HRTimeline
EHRLICH FINANCIAL GROUP53,363$3.01M1.55%+55913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS53,314$3.01M0.31%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC53,253$3.01M1.73%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC52,507$2.97M0.2%+16113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.52,415$2.96M1.21%-3,55013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…52,249$2.95M0.05%-7,59713F-HRTimelineGroup
BG Investment Services, LLC52,079$2.94M2.12%-28,55113F-HRTimeline
San Luis Wealth Advisors LLC51,848$2.93M0.44%+18,07013F-HRTimeline
Sachetta, LLC51,803$2.93M1.42%+6,17913F-HRTimeline
PFG Advisors51,742$2.92M0.15%-12,74913F-HRTimeline
Golden State Wealth Management, LLC51,666$2.92M0.27%+1,61813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…51,240$2.89M0.73%+1,94213F-HRTimeline
Tyche Wealth Partners LLC51,010$2.88M0.4%+2,26913F-HRTimeline
Keeler Thomas Management LLC51,005$2.88M1.02%new13F-HRTimeline
Fragasso Financial Advisors Inc50,583$2.86M0.15%-2,82913F-HRTimeline
CoreFirst Bank & Trust50,481$2.85M1.42%-49013F-HRTimeline
STAR Financial Bank50,386$2.85M1.16%+1,07013F-HRTimeline
LJI Wealth Management, LLC50,146$2.83M0.4%+10,31413F-HRTimeline
Oxinas Partners, LLC49,402$2.79M1.1%+1,47813F-HRTimeline
Regal Investment Advisors LLC49,302$2.78M0.14%+3,13413F-HRTimeline
Dakota Wealth Management49,115$2.77M0.05%-4,25013F-HRTimeline
Weil Company, Inc.49,085$2.77M0.49%+23113F-HRTimeline
5T Wealth, LLC48,915$2.76M1.03%-2,27813F-HRTimeline
FMA Wealth Management, LLC48,880$2.76M1.77%-1,79213F-HRTimeline
Goldstone Financial Group, LLC48,733$2.75M0.25%-1,13713F-HRTimeline
TrueWealth Advisors, LLC48,515$2.74M0.62%+79113F-HRTimeline
Kelly Financial Services LLC48,256$2.73M0.58%+15,34513F-HRTimeline
Ring Mountain Capital, LLC48,039$2.71M1.14%+1,72713F-HRTimeline
Sequent Planning LLC47,868$2.7M0.58%+42,87313F-HRTimeline
Guardian Financial Partners, LLC47,385$2.68M1.04%+2,31713F-HRTimeline
Integras Partners LLC47,211$2.67M1.47%+3,20313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC46,866$2.65M0.19%+33513F-HRTimeline
RESOLUTE CAPITAL, LLC46,579$2.63M0.91%+8,47813F-HRTimeline
Legacy Private Trust Co.46,509$2.63M0.15%-4,38313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46,505$2.63M0.54%+44,00213F-HRTimeline
Sage Capital Management, LLC46,355$2.62M1.02%-5,42513F-HRTimeline
Strategic Blueprint, LLC46,316$2.62M0.13%-15,67513F-HRTimeline
Walkner Condon Financial Advisors LLC46,239$2.61M0.3%-9,54013F-HRTimeline
VICUS CAPITAL46,043$2.6M0.17%-18,75513F-HRTimeline
Mosley Wealth Management46,010$2.6M0.83%-191,89213F-HRTimeline
Triumph Capital Management45,894$2.59M0.47%+6,14813F-HRTimeline
MCDONALD PARTNERS LLC45,855$2.59M0.63%+1,30513F-HRTimeline
Invst, LLC45,627$2.58M0.25%+2,12413F-HRTimeline
Betterment LLC45,161$2.55M<0.01%+3,49213F-HRTimeline
CoreCap Advisors, LLC45,155$2.55M0.08%+1,41913F-HRTimeline
Bay Capital Advisors, LLC45,085$2.55M1.37%-82813F-HRTimeline
Houlihan Financial Resource Group, Ltd.45,023$2.54M0.91%+1,69613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP44,958$2.54M0.18%+11,29713F-HRTimelineGroup
4J Wealth Management LLC44,718$2.53M1.24%+29,36713F-HRTimeline
Heritage Wealth Management, Inc.44,650$2.52M0.63%+98313F-HRTimeline
Pallas Capital Advisors LLC44,560$2.52M0.08%-3,30613F-HRTimeline
Crewe Advisors LLC44,499$2.51M0.18%+1,87413F-HRTimeline
Acorns Advisers, LLC44,426$2.51M0.02%+6,90413F-HRTimeline
Ergawealth Advisors, Inc.44,255$2.5M0.97%-17,76013F-HRTimeline
RAHLFS CAPITAL, LLC44,092$2.49M1.83%-2,10513F-HRTimeline
Avidian Wealth Enterprises, LLC44,087$2.49M0.07%+1,26513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding43,989$2.48M+8,108Timeline
BRADLEY FOSTER & SARGENT INC/CT43,915$2.48M0.04%-4,01613F-HRTimeline
Sovereign Financial Group, Inc.43,907$2.48M0.38%+85013F-HRTimeline
Red Mountain Financial, LLC43,809$2.47M2.08%+8,81313F-HRTimeline
Worth Financial Advisory Group, LLC43,761$2.47M1.03%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC43,657$2.47M0.18%+5,08413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC43,605$2.46M0.63%-1,48613F-HRTimeline
Guilbault Capital LLC43,591$2.46M2.47%-2413F-HRTimeline
Bell Bank43,557$2.46M0.09%+6613F-HRTimeline
HANCOCK WHITNEY CORP43,254$2.44M0.04%+2,39713F-HRTimeline
Anchor Capital Management Group Inc39,500$2.43M1.67%-50013F-HRTimeline
Rockport Wealth LLC42,836$2.42M0.41%+2,33313F-HRTimeline
Redmond Asset Management, LLC42,795$2.42M0.6%-1,03113F-HRTimeline
GILL CAPITAL PARTNERS, LLC41,640$2.35M0.62%-7,98713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.41,595$2.35M1.71%+3,59413F-HRTimeline
Note Advisors, LLC41,575$2.35M1.02%+2,28613F-HRTimeline
Ruggiero Investments, Inc.41,470$2.34M1.99%+4,46413F-HRTimeline
Benchmark Financial, LLC41,396$2.34M1.91%-27,11213F-HRTimeline
Ashton Thomas Private Wealth, LLC41,251$2.33M0.05%-2,05713F-HRTimeline
Integrated Advisors Network LLC40,724$2.3M0.11%+21,00813F-HRTimeline
Bleakley Financial Group, LLC40,631$2.29M0.03%+12,29213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…40,626$2.29M0.03%+12,68613F-HRTimelineGroup
PMG Family Office LLC40,432$2.28M2.1%+2,14613F-HRTimeline
MIRAMONTES CAPITAL, LLC40,380$2.28M0.71%+2,03113F-HRTimeline
JT Stratford LLC40,363$2.28M0.25%+1,35413F-HRTimeline
Worth Asset Management, LLC40,251$2.27M0.73%+4,30513F-HRTimeline
Frontier Asset Management, LLC40,130$2.27M0.41%+3,08313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…40,125$2.27M0.02%-416,51313F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC40,121$2.27M0.12%-80913F-HRTimeline
SIMPLEX TRADING, LLC40,084$2.26M0.06%+32,43213F-HRTimeline
Helium Advisors LLC39,470$2.23M1.85%+1,68413F-HRTimeline
White Wing Wealth Management39,435$2.23M1.16%+32,96613F-HRTimeline
LANARK FINANCIAL, INC.38,966$2.2M0.15%+3,74413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP38,557$2.18M0.01%-2,93713F-HRTimelineGroup
Whipplewood Advisors, LLC38,554$2.18M1.47%-48913F-HRTimeline
Joel Isaacson & Co., LLC38,176$2.16M0.06%-31013F-HRTimeline
TFR Capital, LLC.37,895$2.14M0.6%+5313F-HRTimeline
BOK Financial Private Wealth, Inc.37,884$2.14M0.11%+22713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT37,684$2.13M0.21%-40613F-HRTimeline
L & S Advisors Inc37,646$2.13M0.22%+20813F-HRTimeline
Newport Capital Group, LLC37,036$2.09M1.17%-15513F-HRTimeline
Triton Wealth Management, PLLC36,838$2.08M0.64%+2,34713F-HRTimeline
J.Safra Asset Management Corp36,737$2.07M0.1%+94613F-HRTimeline
UNIQUE WEALTH, LLC36,677$2.07M0.24%+19,21513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…36,625$2.07M0.39%+3,70513F-HRTimeline
Avestar Capital, LLC36,611$2.07M0.12%+61813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\36,545$2.06M<0.01%+3,70813F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC36,231$2.06M0.82%-2,18413F-HRTimeline
CROBAN36,340$2.05M0.9%+54913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.36,105$2.04M0.45%+1,33613F-HRTimeline
Midwest Professional Planners, LTD.35,967$2.03M0.4%+4,02813F-HRTimeline
Greykasell Wealth Strategies, Inc.35,869$2.03M0.74%+79213F-HRTimeline
Taylor Securities Services, Inc.35,852$2.02M0.82%+30,33013F-HRTimeline
LGT Financial Advisors LLC35,822$2.02M10.7%-4,80313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…35,696$2.02M0.31%-17,10413F-HRTimeline
Resonant Capital Advisors, LLC35,568$2.01M0.1%-16,74513F-HRTimeline
Beaumont Financial Advisors, LLC35,552$2.01M0.13%-2,37513F-HRTimeline
Cherry Tree Wealth Management, LLC35,416$2M0.38%-6,44313F-HRTimeline
Etesian Wealth Advisors, Inc.35,306$1.99M0.59%-76413F-HRTimeline
KERR FINANCIAL PLANNING Corp35,263$1.99M2.22%-2,46513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…35,096$1.98M0.3%+75813F-HRTimeline
Cannon Wealth Management Services, LLC35,080$1.98M1.08%+1,12013F-HRTimeline
Blue Trust, Inc.34,721$1.96M0.02%-4,19513F-HRTimeline
PDS Planning, Inc34,622$1.96M0.11%+62413F-HRTimeline
National Philanthropic Trust34,566$1.95M0.03%+1,07513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC34,439$1.95M0.9%-8,38713F-HRTimeline
Aspen Investment Management Inc34,342$1.94M0.52%+3,91013F-HRTimeline
SteelPeak Wealth, LLC34,091$1.93M0.05%+2,84213F-HRTimeline
Simplicity Wealth,LLC34,044$1.92M0.06%+26,55313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC34,008$1.92M0.47%+10,07513F-HRTimeline
WEALTH EFFECTS LLC33,943$1.92M0.52%+79713F-HRTimeline
Columbia Bank33,724$1.9M0.43%+1,60013F-HRTimeline
Purus Wealth Management, LLC33,687$1.9M0.52%-6,18213F-HRTimeline
Sound Income Strategies, LLC33,554$1.9M0.09%-2,05513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33,326$1.88M0.04%-4,59813F-HRTimelineGroup
Caerus Investment Advisors, LLC33,078$1.87M0.63%013F-HRTimeline