Skip to content
Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Snider Financial Group67,213$3.87M1.2%+23313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC66,171$3.81M<0.01%+54,44613F-HRTimelineGroup
CAP Partners, LLC65,722$3.78M2.67%+11,59513F-HRTimeline
Fairway Financial, LLC64,683$3.72M3.4%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…64,666$3.72M1.12%+14,96913F-HRTimeline
Clark Wealth Partners64,592$3.72M2.88%13F-HRTimeline
SMITH, MOORE & CO.64,053$3.68M0.34%+1,54113F-HRTimeline
SevenBridge Financial Group, LLC61,825$3.66M0.69%-10,64513F-HRTimeline
Greenwich Wealth Management LLC63,409$3.65M0.26%+14,29513F-HRTimeline
Lifestyle Asset Management, Inc.63,292$3.64M1.98%+2,10013F-HRTimeline
Evolution Wealth Advisors, LLC63,168$3.63M0.61%+8,63113F-HRTimeline
SlateStone Wealth, LLC62,762$3.61M0.35%+6913F-HRTimeline
4WEALTH ADVISORS, INC.62,551$3.6M3.68%13F-HRTimeline
FourThought Financial Partners, LLC62,386$3.59M0.37%+7613F-HRTimeline
AIFG Consultants Ltd.61,996$3.57M5.82%-114,55013F-HRTimeline
Ignite Planners, LLC61,487$3.57M0.78%+32813F-HRTimeline
Interchange Capital Partners, LLC61,924$3.56M1.29%-1,64913F-HRTimeline
D'Orazio & Associates, Inc.61,708$3.55M0.52%-92813F-HRTimeline
Weil Company, Inc.61,629$3.55M1.23%+15,60613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding61,570$3.54M-11,971Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.61,414$3.53M0.04%+83813F-HR/ATimelineGroup
Cordgrass Capital Advisors, LLC61,119$3.52M1.02%-48813F-HRTimeline
Rockport Wealth LLC59,223$3.47M1.54%+9,85713F-HRTimeline
NAPATREE CAPITAL LLC59,453$3.42M2.01%+8,30813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP59,380$3.42M0.25%+3,86313F-HRTimeline
Ausdal Financial Partners, Inc.59,278$3.41M0.29%+25,99813F-HRTimeline
Semus Wealth Partners LLC59,260$3.41M2.26%+5,18213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC58,403$3.38M1.02%-13813F-HRTimeline
Coppell Advisory Solutions LLC58,267$3.38M0.47%+5,18113F-HRTimeline
EHRLICH FINANCIAL GROUP57,513$3.31M2.35%-2,14013F-HRTimeline
RFG Advisory, LLC57,448$3.3M0.09%+5,34613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC57,270$3.29M2.75%+10,41013F-HRTimelineGroup
Claro Advisors Inc.57,195$3.29M0.45%+4,17913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC56,400$3.24M0.02%-7,20013F-HRTimelineGroup
Clarity Wealth Advisors, LLC55,688$3.2M0.87%+40113F-HRTimeline
RPg Family Wealth Advisory, LLC55,301$3.2M1.13%+2,30813F-HRTimeline
Sovran Advisors, LLC55,642$3.2M0.46%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC55,589$3.2M0.33%-25,59713F-HRTimeline
Bristlecone Advisors, LLC55,338$3.18M0.25%-1,18013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED54,808$3.18M0.3%+5,91013F-HRTimeline
Monterey Private Wealth, Inc.55,193$3.18M1.05%+19,89313F-HRTimeline
Bay Capital Advisors, LLC54,723$3.15M2.53%13F-HRTimeline
TD Waterhouse Canada Inc.53,856$3.1M0.02%+25,92013F-HRTimeline
Focus Financial Network, Inc.53,476$3.1M0.12%+14,38713F-HRTimeline
Thrive Capital Management, LLC53,663$3.09M1.42%+21,50213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC53,553$3.08M1.59%+79213F-HRTimeline
Retirement Planning Group, LLC53,533$3.08M0.15%+7,05213F-HRTimeline
TrueWealth Advisors, LLC53,194$3.06M1.02%-4,36013F-HRTimeline
Herold Advisors, Inc.52,946$3.05M0.66%+1,18613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding52,920$3.02M+3,741Timeline
Beaumont Financial Advisors, LLC51,890$2.99M0.22%-80313F-HRTimeline
PLANNING DIRECTIONS INC51,693$2.97M1.73%+11,28113F-HRTimeline
BEAM WEALTH ADVISORS, INC.51,249$2.95M0.93%+19613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC50,473$2.9M1.89%+2,06513F-HRTimeline
Patten Group, Inc.50,311$2.89M0.64%+5,53713F-HRTimeline
Onyx Bridge Wealth Group LLC50,234$2.89M0.42%+5,39613F-HRTimeline
Register Financial Advisors LLC50,260$2.89M1.45%+2,31713F-HRTimeline
Fortress Financial Solutions, LLC49,899$2.87M4.09%13F-HRTimeline
SkyOak Wealth, LLC49,776$2.86M0.61%+8,67113F-HRTimeline
Redmond Asset Management, LLC49,001$2.82M0.7%+23113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…48,645$2.8M0.07%+2,86213F-HRTimelineGroup
Avestar Capital, LLC48,184$2.79M0.25%-1,40613F-HRTimeline
Scott Capital Advisors, LLC48,337$2.77M0.8%+1,70813F-HRTimeline
HB Wealth Management, LLC47,942$2.76M0.03%-89313F-HRTimeline
Moser Wealth Advisors, LLC47,475$2.73M1.42%+2,75013F-HRTimeline
First PREMIER Bank47,358$2.73M0.69%+5,54813F-HRTimeline
Triumph Capital Management47,235$2.72M0.93%+6,98113F-HRTimeline
Kovack Advisors, Inc.47,190$2.71M0.27%-4,25613F-HRTimeline
Bell Bank46,837$2.69M0.2%+41,79513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC46,723$2.69M0.26%-7,73113F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC46,180$2.68M0.56%+5013F-HRTimeline
Acorn Wealth Advisors, LLC46,468$2.67M1.1%-81313F-HRTimeline
UNIQUE WEALTH, LLC46,393$2.67M0.56%-9,03613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.46,263$2.66M0.03%+1,42713F-HRTimelineGroup
Global Retirement Partners, LLC46,199$2.66M0.08%-10,41113F-HRTimeline
AMERIFLEX GROUP, INC.45,057$2.66M1.22%13F-HRTimeline
M.E. ALLISON & CO., INC.46,040$2.65M2.92%13F-HRTimeline
Purus Wealth Management, LLC45,984$2.65M1.05%+18,61813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,981$2.65M<0.01%-1,95013F-HRTimelineGroup
FMA Wealth Management, LLC45,429$2.61M1.95%+84913F-HRTimeline
WEALTHSPAN PARTNERS, LLC45,041$2.59M1.24%+10,60813F-HRTimeline
Maia Wealth LLC43,309$2.57M0.55%+10,18613F-HRTimeline
Parallel Advisors, LLC44,557$2.56M0.06%-9,07413F-HRTimeline
Frederick Financial Consultants, LLC44,314$2.55M2.04%13F-HRTimeline
Sachetta, LLC44,080$2.54M1%+2,84213F-HRTimeline
SCOTIA CAPITAL INC.44,018$2.53M0.01%-118,83113F-HRTimeline
Pallas Capital Advisors LLC44,014$2.53M0.11%+34713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,683$2.51M0.1%+2,90613F-HRTimelineGroup
Sunpointe, LLC43,340$2.51M1.26%+18,21213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV43,327$2.49M0.9%+1,67513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC42,503$2.46M0.02%+8,13713F-HRTimelineGroup
CoreFirst Bank & Trust42,679$2.46M1.46%+16,17813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC42,660$2.45M0.85%+34413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC42,498$2.44M0.54%+2,10813F-HRTimeline
CIBC WORLD MARKETS CORP42,351$2.44M0.01%-5,81113F-HRTimeline
Oxinas Partners, LLC42,328$2.44M1.43%-68113F-HRTimeline
Helium Advisors LLC42,276$2.43M1.93%13F-HRTimeline
HOURGLASS CAPITAL, LLC42,150$2.42M0.67%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP130,298$2.42M<0.01%-77,30613F-HRTimelineGroup
SteelPeak Wealth, LLC41,858$2.42M0.1%+5,41513F-HRTimeline
United Advisor Group, LLC41,980$2.42M0.48%+14,63713F-HRTimeline
Farther Finance Advisors, LLC41,840$2.41M0.09%+3,02913F-HRTimeline
WEALTH EFFECTS LLC41,673$2.4M0.85%+1,42013F-HRTimeline
IHT Wealth Management, LLC41,653$2.4M0.08%-27,91013F-HRTimeline
GILL CAPITAL PARTNERS, LLC41,596$2.39M0.86%+52113F-HRTimeline
EWG Elevate Inc.41,471$2.39M0.73%+1,73713F-HRTimeline
LifeWealth Investments, LLC41,112$2.37M1.57%13F-HRTimeline
Noble Wealth Management PBC41,091$2.36M1.64%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.40,970$2.36M1.39%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…40,752$2.34M0.4%-2,54313F-HRTimeline
M Holdings Securities, Inc.40,535$2.33M0.38%-15413F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC40,513$2.33M1.25%+3,39913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,324$2.32M<0.01%-1,85013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC40,081$2.31M0.05%-1,25213F-HRTimelineGroup
Anchor Capital Management Group Inc40,000$2.3M0.83%13F-HRTimeline
Mainstream Capital Management LLC39,886$2.29M1.61%+2,33613F-HRTimeline
Guardian Financial Partners, LLC39,602$2.28M1.35%+3,20613F-HRTimeline
Grant Private Wealth Management Inc39,536$2.27M2.45%13F-HRTimeline
Hexagon Capital Partners LLC38,944$2.24M0.41%+6,16713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.37,756$2.23M2%13F-HRTimeline
Three Magnolias Financial Advisors, LLC38,476$2.21M2.33%13F-HRTimeline
Saxony Capital Management, LLC38,297$2.2M1.94%+21,14913F-HRTimeline
Whipplewood Advisors, LLC37,996$2.19M1.24%13F-HRTimeline
WINCAP FINANCIAL LLC37,866$2.18M2.22%13F-HRTimeline
Gladstone Institutional Advisory LLC37,760$2.17M0.1%+3,66513F-HRTimeline
Vigilare Wealth Management37,725$2.17M0.88%-17,19913F-HRTimeline
Clear Creek Financial Management, LLC37,552$2.16M0.23%-8,17513F-HRTimeline
RAHLFS CAPITAL, LLC37,543$2.16M2.14%13F-HR/ATimeline
Bravias Capital Group, LLC36,313$2.14M1.74%13F-HRTimeline
Legacy Capital Wealth Partners, LLC37,154$2.14M0.53%-37,15013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…36,256$2.13M0.12%-1,22213F-HRTimeline
Main Street Financial Solutions, LLC36,977$2.13M0.21%+29,36013F-HRTimeline
Frontier Asset Management, LLC36,498$2.1M0.69%+53013F-HRTimeline
Private Wealth Partners, LLC36,363$2.09M0.16%+6,03013F-HRTimeline
Independent Wealth Network Inc.36,302$2.09M0.85%+5,24813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC36,254$2.09M0.17%+2,62213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.36,114$2.08M1%-43013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC35,803$2.06M0.15%+7,42013F-HRTimeline
Round Rock Advisors LLC35,549$2.05M0.42%-1,07813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…35,445$2.04M0.77%+64413F-HRTimeline
ZEGA Investments, LLC34,488$2.04M0.6%13F-HRTimeline
Van Hulzen Asset Management, LLC35,352$2.03M0.15%+2,01313F-HRTimeline
Empire Financial Management Company, LLC35,248$2.03M0.63%+313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC34,876$2.01M1.98%-61413F-HRTimeline
Newport Capital Group, LLC34,829$2M1.48%-23,08213F-HRTimeline
5T Wealth, LLC34,593$1.99M1.09%13F-HRTimeline
Richard W. Paul & Associates, LLC34,559$1.99M0.72%+12413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,422$1.98M<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC34,125$1.96M0.08%+1,31313F-HR/ATimeline
MAS Advisors LLC33,998$1.96M3.28%+26,90613F-HRTimeline
New Century Financial Group, LLC33,645$1.95M0.83%+4,77113F-HRTimeline
JSF Financial, LLC33,908$1.95M0.52%+3,73613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…33,665$1.94M0.7%+24513F-HRTimeline
Carr Financial Group Corp33,663$1.94M0.61%-2,42713F-HRTimeline
CPC Advisors, LLC33,567$1.93M0.26%+17913F-HRTimeline
Clarity Capital Partners LLC33,557$1.93M1%+69313F-HRTimeline
Stegent Equity Advisors, Inc.33,496$1.93M1.96%+89813F-HRTimeline
Worth Asset Management, LLC33,424$1.92M1.03%-3,37413F-HRTimeline
Riverbend Wealth Management, LLC33,332$1.92M1.71%13F-HRTimeline
Sage Capital Management, LLC33,180$1.91M0.96%+23813F-HRTimeline
PKS Advisory Services, LLC33,179$1.91M0.48%13F-HRTimeline
Integras Partners LLC32,795$1.89M1.61%13F-HRTimeline
Kelly Financial Services LLC32,585$1.87M0.68%-15,51613F-HR/ATimeline
LexAurum Advisors, LLC32,582$1.87M0.37%+3,62613F-HRTimeline
Mattson Financial Services, LLC31,299$1.86M0.59%-95713F-HRTimeline
Sunbelt Securities, Inc.31,790$1.84M0.16%+51013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding31,992$1.84M+157Timeline
MOSELEY INVESTMENT MANAGEMENT INC31,822$1.83M0.71%+2,65213F-HRTimeline
Crewe Advisors LLC31,565$1.82M0.25%+2,34713F-HRTimeline
Cherry Tree Wealth Management, LLC31,480$1.81M0.45%-1,16113F-HRTimeline
Mayflower Financial Advisors, LLC31,475$1.81M0.27%+1,33613F-HRTimeline
Galvin, Gaustad & Stein, LLC31,297$1.8M0.16%+93913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,217$1.8M<0.01%+31,21613F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.31,159$1.79M1.28%-77513F-HRTimeline
Nelson Capital Management, LLC31,032$1.79M0.3%-3,58813F-HRTimeline
Post Resch Tallon Group Inc.30,860$1.77M1.71%13F-HRTimeline
Ring Mountain Capital, LLC30,790$1.77M1.19%13F-HRTimeline
BKM Wealth Management, LLC30,787$1.77M0.73%+87513F-HRTimeline
Plotkin Financial Advisors, LLC30,711$1.77M1.05%-49513F-HRTimeline
MCDONALD PARTNERS LLC30,550$1.76M0.45%-20013F-HRTimeline
National Philanthropic Trust30,409$1.75M0.03%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT30,264$1.74M0.21%+10013F-HRTimeline
Vise Technologies, Inc.30,158$1.73M0.14%+16,61613F-HRTimeline
Glaxis Capital Management, LLC30,000$1.73M4.78%new13F-HRTimeline
Econ Financial Services Corp29,966$1.72M0.99%+8,48513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.29,901$1.72M0.69%+9,50213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV29,824$1.72M0.59%-63,49213F-HRTimeline
ELCO Management Co., LLC29,800$1.71M0.9%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,689$1.71M<0.01%+6,92213F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC29,682$1.71M0.32%+4,49313F-HRTimeline
Red Mountain Financial, LLC29,610$1.7M1.83%+44213F-HRTimeline
Arkadios Wealth Advisors29,385$1.69M0.09%-30713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC29,291$1.69M1.3%13F-HRTimeline
Somerset Trust Co28,930$1.66M0.63%+1,75413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\28,673$1.65M<0.01%+6,27313F-HRTimelineGroup
Bright Futures Wealth Management, LLC.27,590$1.63M1.45%+22,35513F-HRTimeline
Grantvest Financial Group LLC28,260$1.63M1.82%13F-HRTimeline
Modus Advisors, LLC27,802$1.6M0.5%+2,81513F-HRTimeline
PDS Planning, Inc27,150$1.56M0.14%+33013F-HRTimeline
3EDGE Asset Management, LP27,128$1.56M0.1%-70813F-HRTimeline