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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Claro Advisors Inc.65,952$3.77M0.5%+8,75713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding65,859$3.76M+4,289Timeline
Private Wealth Partners, LLC65,459$3.74M0.31%+29,09613F-HRTimeline
RFG Advisory, LLC64,882$3.71M0.1%+7,43413F-HRTimeline
FourThought Financial Partners, LLC63,888$3.65M0.38%+1,50213F-HRTimeline
Fairway Financial, LLC63,777$3.64M3.31%-90613F-HRTimeline
NAPATREE CAPITAL LLC63,674$3.64M2.05%+4,22113F-HRTimeline
Semus Wealth Partners LLC63,399$3.62M2.52%+4,13913F-HRTimeline
Whipplewood Advisors, LLC22,966$3.62M2.58%-15,03013F-HRTimeline
Robertson Stephens Wealth Management, L…63,089$3.6M0.13%-5,53913F-HRTimeline
LITTLE HOUSE CAPITAL LLC62,918$3.6M0.99%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…62,642$3.58M0.07%+40,27913F-HRTimelineGroup
Interchange Capital Partners, LLC62,448$3.57M1%+52413F-HRTimeline
RPg Family Wealth Advisory, LLC61,955$3.54M1.01%+6,65413F-HRTimeline
Goldstone Financial Group, LLC61,363$3.51M0.53%-7,02513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC60,683$3.47M1.15%+2,28013F-HRTimeline
D'Orazio & Associates, Inc.60,543$3.46M0.53%-1,16513F-HRTimeline
Sulzberger Capital Advisors, Inc.59,608$3.41M4.48%-28,91513F-HRTimeline
Ashton Thomas Private Wealth, LLC59,078$3.38M0.13%-11,37913F-HRTimeline
AIFG Consultants Ltd.58,824$3.36M5.54%-3,17213F-HRTimeline
Bay Capital Advisors, LLC58,642$3.35M2.79%+3,91913F-HRTimeline
Perigon Wealth Management, LLC58,597$3.35M0.09%-9,85313F-HRTimeline
Evolution Wealth Advisors, LLC58,458$3.34M0.56%-4,71013F-HRTimeline
Ignite Planners, LLC60,067$3.31M0.65%-1,42013F-HRTimeline
AlphaStar Capital Management, LLC57,850$3.31M0.33%+40,14813F-HRTimeline
SlateStone Wealth, LLC57,474$3.28M0.33%-5,28813F-HRTimeline
WEALTHSPAN PARTNERS, LLC57,382$3.28M1.51%+12,34113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED57,736$3.27M0.31%+2,92813F-HR/ATimeline
EHRLICH FINANCIAL GROUP57,090$3.26M2.38%-42313F-HRTimeline
Rockport Wealth LLC56,883$3.25M1.15%-2,34013F-HRTimeline
Clarity Wealth Advisors, LLC56,870$3.25M0.9%+1,18213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding58,351$3.23M+5,431Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC56,400$3.22M0.02%013F-HRTimelineGroup
Newport Capital Group, LLC56,343$3.22M2.32%+21,51413F-HRTimeline
PLANNING DIRECTIONS INC56,223$3.21M1.37%+4,53013F-HRTimeline
MEANS INVESTMENT CO., INC.56,043$3.2M0.34%-13,90113F-HRTimeline
SkyOak Wealth, LLC55,970$3.2M0.7%+6,19413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,552$3.17M<0.01%+9,57113F-HRTimelineGroup
Register Financial Advisors LLC55,423$3.17M1.65%+5,16313F-HRTimeline
J HAGAN CAPITAL, INC.54,762$3.15M2.56%13F-HRTimeline
Focus Financial Network, Inc.54,925$3.14M0.13%+1,44913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC54,513$3.11M1.7%+96013F-HRTimeline
Bristlecone Advisors, LLC54,395$3.11M0.25%-94313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…54,361$3.11M0.08%+5,71613F-HRTimelineGroup
AlphaCore Capital LLC54,298$3.1M0.26%new13F-HRTimeline
AMERIFLEX GROUP, INC.54,275$3.1M1.27%+9,21813F-HRTimeline
Saxony Capital Management, LLC53,964$3.08M2.71%+15,66713F-HRTimeline
Regal Investment Advisors LLC53,914$3.08M0.25%-103,77113F-HRTimeline
Gladstone Institutional Advisory LLC53,882$3.08M0.14%+16,12213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,289$3.04M<0.01%+12,96513F-HRTimelineGroup
Herold Advisors, Inc.53,120$3.04M0.67%+17413F-HRTimeline
Retirement Planning Group, LLC53,041$3.03M0.14%-49213F-HRTimeline
Moser Wealth Advisors, LLC52,750$3.01M1.58%+5,27513F-HRTimeline
Fortress Financial Solutions, LLC52,512$3M4.34%+2,61313F-HRTimeline
Beaumont Financial Advisors, LLC52,083$2.98M0.23%+19313F-HRTimeline
Onyx Bridge Wealth Group LLC51,985$2.97M0.43%+1,75113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,825$2.96M0.03%+5,56213F-HRTimelineGroup
LANARK FINANCIAL, INC.51,200$2.92M0.25%+51,17313F-HRTimeline
Scott Capital Advisors, LLC50,904$2.91M0.87%+2,56713F-HRTimeline
Patten Group, Inc.50,566$2.89M0.66%+25513F-HRTimeline
TrueWealth Advisors, LLC50,522$2.89M0.95%-2,67213F-HRTimeline
Sovran Advisors, LLC53,651$2.88M0.37%-1,99113F-HRTimeline
Jaffetilchin Investment Partners, LLC50,341$2.88M0.21%-216,83613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC49,863$2.85M2.44%-7,40713F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC49,681$2.84M1.92%-79213F-HRTimeline
Redmond Asset Management, LLC49,580$2.83M0.73%+57913F-HRTimeline
BEAM WEALTH ADVISORS, INC.49,580$2.83M0.96%-1,66913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.49,535$2.83M0.05%-11,87913F-HRTimelineGroup
HB Wealth Management, LLC49,451$2.83M0.02%+1,50913F-HRTimeline
M.E. ALLISON & CO., INC.48,883$2.79M2.76%+2,84313F-HRTimeline
Base Wealth Management LLC48,656$2.78M2.12%13F-HRTimeline
Sunpointe, LLC48,656$2.78M1.48%+5,31613F-HRTimeline
Cherry Tree Wealth Management, LLC48,599$2.78M0.67%+17,11913F-HRTimeline
Haverford Trust Co48,207$2.75M0.03%+26,17813F-HRTimeline
Cordgrass Capital Advisors, LLC48,117$2.75M0.79%-13,00213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC47,809$2.73M0.27%+1,08613F-HR/ATimeline
FMA Wealth Management, LLC45,754$2.72M2.09%+32513F-HRTimeline
Armstrong, Fleming & Moore, Inc47,515$2.71M3.29%+36,59913F-HRTimeline
GFS Advisors, LLC47,380$2.71M0.54%new13F-HRTimeline
First PREMIER Bank47,207$2.7M0.68%-15113F-HRTimeline
SevenBridge Financial Group, LLC47,767$2.68M0.53%-14,05813F-HRTimeline
Acorn Wealth Advisors, LLC46,582$2.66M1.11%+11413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …46,465$2.66M0.63%new13F-HRTimelineGroup
Archford Capital Strategies, LLC46,454$2.65M0.39%+37,17713F-HRTimeline
Pallas Capital Advisors LLC46,429$2.65M0.11%+2,41513F-HRTimeline
Three Magnolias Financial Advisors, LLC46,332$2.65M2.24%+7,85613F-HRTimeline
MAS Advisors LLC46,303$2.65M4.07%+12,30513F-HRTimeline
Frederick Financial Consultants, LLC46,174$2.64M1.9%+1,86013F-HRTimeline
San Luis Wealth Advisors LLC46,169$2.64M0.6%new13F-HR/ATimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC46,063$2.63M0.9%+3,40313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC45,992$2.63M0.02%+3,48913F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV45,982$2.63M0.85%+2,65513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC45,813$2.62M0.58%+3,31513F-HRTimeline
Purus Wealth Management, LLC45,655$2.61M1.11%-32913F-HRTimeline
GILL CAPITAL PARTNERS, LLC45,628$2.61M0.9%+4,03213F-HRTimeline
3EDGE Asset Management, LP45,445$2.6M0.18%+18,31713F-HRTimeline
EWG Elevate Inc.45,368$2.59M0.98%+3,89713F-HRTimeline
Crescent Grove Advisors, LLC45,118$2.58M0.27%-85,99013F-HRTimeline
Avestar Capital, LLC45,020$2.57M0.24%-3,16413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…44,984$2.57M0.11%+1,30113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP44,983$2.57M<0.01%-85,31513F-HRTimelineGroup
Sachetta, LLC44,801$2.56M1.05%+72113F-HRTimeline
Parallel Advisors, LLC44,217$2.53M0.06%-34013F-HRTimeline
WINCAP FINANCIAL LLC44,063$2.52M2.39%+6,19713F-HRTimeline
CORA CAPITAL ADVISORS LLC43,903$2.51M1.2%+34,78813F-HRTimeline
Lifestyle Asset Management, Inc.43,647$2.49M1.37%-19,64513F-HRTimeline
JSF Financial, LLC43,558$2.49M0.66%+9,65013F-HRTimeline
M Holdings Securities, Inc.43,453$2.48M0.41%+2,91813F-HRTimeline
CoreFirst Bank & Trust43,317$2.48M1.59%+63813F-HRTimeline
LexAurum Advisors, LLC43,150$2.47M0.47%+10,56813F-HRTimeline
CIBC WORLD MARKETS CORP43,137$2.46M0.02%+78613F-HRTimeline
SAX WEALTH ADVISORS, LLC42,990$2.46M0.18%+16,59113F-HRTimeline
Kovack Advisors, Inc.42,833$2.45M0.26%-4,35713F-HRTimeline
Oxinas Partners, LLC42,826$2.45M1.45%+49813F-HRTimeline
Guardian Financial Partners, LLC42,579$2.43M1.16%+2,97713F-HRTimeline
SteelPeak Wealth, LLC42,502$2.43M0.1%+64413F-HRTimeline
HOURGLASS CAPITAL, LLC42,150$2.41M0.63%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC42,067$2.4M0.44%+12,38513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC41,731$2.38M1.18%+1,21813F-HRTimeline
Arkadios Wealth Advisors41,576$2.38M0.09%+12,19113F-HRTimeline
United Advisor Group, LLC41,485$2.37M0.49%-49513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC45,300$2.35M0.53%-88013F-HRTimeline
OneDigital Investment Advisors LLC40,789$2.33M0.03%-118,75413F-HRTimeline
Bleakley Financial Group, LLC40,712$2.33M0.07%-50,40213F-HRTimeline
Campbell Deegan Wealth Management, LLC40,502$2.31M2.66%+17,89813F-HRTimeline
Carr Financial Group Corp40,483$2.31M0.76%+6,82013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.40,023$2.29M1.81%+2,26713F-HRTimeline
Anchor Capital Management Group Inc40,000$2.29M1.05%013F-HRTimeline
Bravias Capital Group, LLC39,801$2.27M1.84%+3,48813F-HRTimeline
Round Rock Advisors LLC39,665$2.27M0.42%+4,11613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC39,649$2.27M0.05%-43213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT39,370$2.25M0.28%+9,10613F-HRTimeline
TABLEAUX LLC39,180$2.24M1.61%+35,45013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC39,174$2.24M0.16%+3,37113F-HRTimeline
Independent Wealth Network Inc.39,161$2.24M0.89%+2,85913F-HRTimeline
Venture Visionary Partners LLC38,438$2.2M0.09%+4,31313F-HRTimeline
CHAPIN DAVIS, INC.38,358$2.19M0.75%+17,34613F-HRTimeline
Greenwich Wealth Management LLC38,327$2.19M0.17%-25,08213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…38,131$2.18M0.37%+13,78113F-HRTimeline
Integras Partners LLC38,045$2.17M1.96%+5,25013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.38,020$2.17M1.31%-2,95013F-HRTimeline
Brookwood Investment Group LLC37,831$2.16M0.37%13F-HRTimeline
RAHLFS CAPITAL, LLC37,543$2.15M2.15%013F-HRTimeline
Spinnaker Investment Group, LLC37,463$2.14M0.48%+14,53713F-HRTimeline
Clear Creek Financial Management, LLC37,276$2.13M0.22%-27613F-HRTimeline
Hexagon Capital Partners LLC36,751$2.1M0.4%-2,19313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…36,673$2.1M0.37%-4,07913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC36,254$2.09M0.17%013F-HRTimeline
Mainstream Capital Management LLC36,435$2.08M1.65%-3,45113F-HRTimeline
OPTIMA CAPITAL LLC36,230$2.07M1.32%+25,65513F-HRTimeline
Van Hulzen Asset Management, LLC36,172$2.07M0.19%+82013F-HRTimeline
Vigilare Wealth Management36,069$2.06M0.82%-1,65613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…35,822$2.05M0.72%+37713F-HRTimeline
Richard W. Paul & Associates, LLC35,808$2.05M0.8%+1,24913F-HRTimeline
True North Advisors, LLC35,751$2.04M0.36%+10,39813F-HRTimeline
Empire Financial Management Company, LLC35,732$2.04M0.63%+48413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.35,599$2.03M1.01%-51513F-HRTimeline
Anderson Financial Strategies, LLC35,588$2.03M1.24%+35,58713F-HRTimeline
Whalen Wealth Management Inc.35,584$2.03M1.36%-32,94513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV35,468$2.03M0.74%+5,64413F-HRTimeline
5T Wealth, LLC35,280$2.02M1.15%+68713F-HRTimeline
Bell Bank35,272$2.02M0.11%-11,56513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.35,051$2M0.64%-47,40013F-HRTimeline
Grant Private Wealth Management Inc34,976$2M2.16%-4,56013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC34,881$1.99M0.78%+3,05913F-HRTimeline
Proficio Capital Partners LLC34,800$1.99M0.15%new13F-HRTimeline
SCOTIA CAPITAL INC.34,788$1.99M0.01%-9,23013F-HRTimeline
Legacy Capital Wealth Partners, LLC34,677$1.98M0.49%-2,47713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…34,165$1.95M0.75%+50013F-HRTimeline
MCDONALD PARTNERS LLC34,035$1.94M0.51%+3,48513F-HRTimeline
Legacy Financial Strategies, LLC33,914$1.94M0.42%+15,55913F-HRTimeline
Triumph Capital Management33,874$1.94M0.64%-13,36113F-HRTimeline
Sound Income Strategies, LLC33,767$1.93M0.11%+12,45313F-HRTimeline
Crewe Advisors LLC33,737$1.93M0.27%+2,17213F-HRTimeline
UNIQUE WEALTH, LLC33,624$1.92M0.36%-12,76913F-HRTimeline
Joel Isaacson & Co., LLC33,501$1.91M0.09%+20,34513F-HRTimeline
Worth Asset Management, LLC33,424$1.91M1.04%013F-HRTimeline
Sage Capital Management, LLC33,404$1.91M1.04%+22413F-HRTimeline
Riverbend Wealth Management, LLC33,303$1.9M1.7%-2913F-HRTimeline
IHT Wealth Management, LLC33,359$1.9M0.06%-8,29413F-HRTimeline
CPC Advisors, LLC33,269$1.9M0.26%-29813F-HRTimeline
Clarity Capital Partners LLC33,264$1.9M0.77%-29313F-HRTimeline
Frontier Asset Management, LLC33,121$1.89M0.55%-3,37713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC32,911$1.88M1.91%-1,96513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,807$1.87M<0.01%+1,59013F-HRTimelineGroup
Mayflower Financial Advisors, LLC32,670$1.87M0.28%+1,19513F-HRTimeline
BG Investment Services, LLC32,608$1.86M2.01%+5,57413F-HRTimeline
PKS Advisory Services, LLC32,456$1.85M0.51%-72313F-HRTimeline
Maia Wealth LLC33,839$1.85M0.42%-9,47013F-HRTimeline
Ring Mountain Capital, LLC32,234$1.84M1.38%+1,44413F-HRTimeline
Somerset Trust Co31,938$1.82M0.65%+3,00813F-HRTimeline
Galvin, Gaustad & Stein, LLC31,928$1.82M0.16%+63113F-HRTimeline
Red Mountain Financial, LLC31,694$1.81M2.21%+2,08413F-HRTimeline
BKM Wealth Management, LLC31,495$1.8M0.74%+70813F-HRTimeline
Bridgewealth Advisory Group, LLC31,235$1.78M2.35%-91,52113F-HRTimeline
Grantvest Financial Group LLC30,907$1.77M1.43%+2,64713F-HRTimeline
CASCADE INVESTMENT GROUP, INC.30,712$1.75M1.35%-44713F-HRTimeline
National Philanthropic Trust30,409$1.74M0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,345$1.73M<0.01%+65613F-HRTimelineGroup
Valmark Advisers, Inc.30,308$1.73M0.03%+6,98913F-HRTimeline