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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Whipplewood Advisors, LLC66,871$3.8M2.09%+43,90513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…66,797$3.8M2.76%-8,89513F-HRTimelineGroup
4WEALTH ADVISORS, INC.66,746$3.79M3.94%+34613F-HRTimeline
Caerus Investment Advisors, LLC66,590$3.79M3.61%-24,82213F-HRTimeline
Claro Advisors Inc.66,411$3.78M0.62%+45913F-HRTimeline
Intrua Financial, LLC66,231$3.77M0.54%-19,21513F-HRTimeline
WEALTHSPAN PARTNERS, LLC65,902$3.75M1.55%+8,52013F-HRTimeline
LITTLE HOUSE CAPITAL LLC65,839$3.74M0.94%+2,92113F-HRTimeline
RPg Family Wealth Advisory, LLC65,766$3.74M0.99%+3,81113F-HRTimeline
Fairway Financial, LLC65,670$3.73M3.16%+1,89313F-HRTimeline
TABLEAUX LLC65,604$3.73M2.14%+26,42413F-HR/ATimeline
Procyon Advisors, LLC65,319$3.71M0.35%-3,37113F-HRTimeline
Semus Wealth Partners LLC65,202$3.71M2.4%+1,80313F-HRTimeline
Goldstone Financial Group, LLC64,651$3.68M0.49%+3,28813F-HRTimeline
Base Wealth Management LLC64,555$3.67M2.35%+15,89913F-HRTimeline
Focus Financial Network, Inc.64,084$3.64M0.14%+9,15913F-HRTimeline
Saxony Capital Management, LLC63,817$3.63M2.78%+9,85313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC63,785$3.63M0.38%+38,99213F-HRTimelineGroup
Register Financial Advisors LLC63,074$3.59M1.57%+7,65113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,016$3.58M<0.01%+9,72713F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC62,916$3.58M0.72%+17,10313F-HRTimeline
Interchange Capital Partners, LLC62,817$3.57M0.82%+36913F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62,780$3.57M<0.01%+7,22813F-HRTimelineGroup
Fragasso Financial Advisors Inc62,331$3.54M0.24%-30,02113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC62,312$3.54M1%+1,62913F-HRTimeline
AlphaStar Capital Management, LLC62,136$3.53M0.25%+4,28613F-HRTimeline
AlphaCore Capital LLC61,463$3.49M0.13%+7,16513F-HRTimeline
Kingstone Capital Partners Texas, LLC61,261$3.48M2.27%-42,46913F-HR/ATimeline
M.E. ALLISON & CO., INC.61,214$3.48M2.8%+12,33113F-HRTimeline
Crescent Grove Advisors, LLC61,161$3.48M0.34%+16,04313F-HRTimeline
Robertson Stephens Wealth Management, L…61,100$3.47M0.12%-1,98913F-HRTimeline
BEAM WEALTH ADVISORS, INC.61,071$3.47M1.03%+11,49113F-HRTimeline
Ignite Planners, LLC60,910$3.47M0.6%+84313F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…60,974$3.47M0.13%+15,99013F-HRTimelineGroup
Retirement Planning Group, LLC60,402$3.43M0.15%+7,36113F-HRTimeline
WINCAP FINANCIAL LLC60,402$3.43M2.76%+16,33913F-HRTimeline
American Trust60,397$3.43M0.32%+43,54013F-HRTimeline
CAP Partners, LLC60,193$3.42M2.15%-8,32713F-HRTimeline
Clarity Wealth Advisors, LLC60,142$3.42M0.84%+3,27213F-HRTimeline
Norris Financial Group, LLC60,042$3.41M1.4%+32,42213F-HRTimeline
EHRLICH FINANCIAL GROUP59,973$3.41M2.21%+2,88313F-HRTimeline
Helium Advisors LLC59,953$3.41M2.16%-7,81613F-HRTimeline
Bay Capital Advisors, LLC59,928$3.41M2.6%+1,28613F-HRTimeline
Rockport Wealth LLC59,053$3.36M0.78%+2,17013F-HRTimeline
Stelac Advisory Services LLC58,906$3.35M1.27%new13F-HRTimeline
Patten Group, Inc.58,734$3.34M0.71%+8,16813F-HRTimeline
SkyOak Wealth, LLC57,947$3.29M0.66%+1,97713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT57,683$3.28M0.05%new13F-HRTimeline
SlateStone Wealth, LLC57,605$3.27M0.31%+13113F-HRTimeline
Onyx Bridge Wealth Group LLC57,366$3.26M0.43%+5,38113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC57,100$3.25M0.02%+70013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…56,943$3.24M0.07%+2,58213F-HRTimelineGroup
Bristlecone Advisors, LLC56,778$3.23M0.27%+2,38313F-HRTimeline
PLANNING DIRECTIONS INC56,648$3.22M1.81%+42513F-HRTimeline
Fortress Financial Solutions, LLC56,616$3.22M4.04%+4,10413F-HRTimeline
Scott Capital Advisors, LLC55,095$3.13M0.85%+4,19113F-HRTimeline
Herold Advisors, Inc.54,970$3.13M0.66%+1,85013F-HRTimeline
LANARK FINANCIAL, INC.54,909$3.12M0.25%+3,70913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC54,408$3.09M0.54%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC54,401$3.09M1.51%-11213F-HRTimeline
Slagle Financial, LLC53,904$3.06M1.23%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC53,824$3.06M0.2%+3,48313F-HRTimeline
Main Street Financial Solutions, LLC53,738$3.05M0.22%+36,36913F-HRTimeline
NewEdge Wealth, LLC54,465$3.04M0.05%-22,22913F-HRTimeline
LexAurum Advisors, LLC53,517$3.04M0.48%+10,36713F-HRTimeline
Weil Company, Inc.53,453$3.04M0.8%-22,03113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC53,426$3.04M0.49%+11,35913F-HRTimeline
Integrated Financial Solutions, Inc.53,162$3.02M2.57%13F-HRTimeline
Valmark Advisers, Inc.52,721$3M0.04%+22,41313F-HRTimeline
INTEGRITY ALLIANCE, LLC.52,601$2.99M0.16%-15,19713F-HRTimeline
Moser Wealth Advisors, LLC52,300$2.97M1.43%-45013F-HRTimeline
J HAGAN CAPITAL, INC.52,250$2.97M2.01%-2,51213F-HRTimeline
SAX WEALTH ADVISORS, LLC51,162$2.91M0.18%+8,17213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC50,971$2.9M0.26%+3,16213F-HR/ATimeline
GILL CAPITAL PARTNERS, LLC50,881$2.89M0.93%+5,25313F-HRTimeline
Sulzberger Capital Advisors, Inc.50,812$2.89M3.38%-8,79613F-HRTimeline
Lifeworks Advisors, LLC50,652$2.88M0.43%+23,60913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC50,494$2.87M1.76%+81313F-HRTimeline
Investment Planning Advisors, Inc.50,483$2.87M1.01%-15,65413F-HRTimeline
JSF Financial, LLC50,388$2.86M0.68%+6,83013F-HRTimeline
MEANS INVESTMENT CO., INC.50,284$2.86M0.27%-5,75913F-HRTimeline
Sunpointe, LLC49,861$2.83M1.12%+1,20513F-HRTimeline
Global Retirement Partners, LLC49,825$2.83M0.07%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED49,340$2.8M0.23%-8,39613F-HRTimeline
Archford Capital Strategies, LLC49,254$2.8M0.36%+2,80013F-HRTimeline
Cherry Tree Wealth Management, LLC49,196$2.8M0.65%+59713F-HRTimeline
SFE Investment Counsel49,150$2.79M0.49%-22,41413F-HRTimeline
Frederick Financial Consultants, LLC48,303$2.75M1.71%+2,12913F-HRTimeline
Redmond Asset Management, LLC48,277$2.74M0.65%-1,30313F-HRTimeline
3EDGE Asset Management, LP48,061$2.73M0.17%+2,61613F-HRTimeline
RAHLFS CAPITAL, LLC47,958$2.73M2.5%+10,41513F-HRTimeline
Ashton Thomas Private Wealth, LLC47,803$2.72M0.1%-11,27513F-HRTimeline
Kovack Advisors, Inc.47,770$2.72M0.27%+4,93713F-HRTimeline
Pallas Capital Advisors LLC47,709$2.71M0.1%+1,28013F-HRTimeline
TrueWealth Advisors, LLC47,644$2.71M0.8%-2,87813F-HRTimeline
FMA Wealth Management, LLC47,639$2.71M2%+1,88513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV47,563$2.7M0.82%+1,58113F-HRTimeline
Smartleaf Asset Management LLC47,580$2.7M0.24%-27,93313F-HRTimeline
SCOTIA CAPITAL INC.47,353$2.69M0.01%+12,56513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding47,142$2.68M+18,198Timeline
AIFG Consultants Ltd.47,135$2.68M5.22%-11,68913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC46,905$2.67M0.48%+1,60513F-HRTimeline
GFS Advisors, LLC46,630$2.65M0.36%-75013F-HRTimeline
First PREMIER Bank46,478$2.64M0.64%-72913F-HRTimeline
Haverford Trust Co46,481$2.64M0.03%-1,72613F-HRTimeline
Acorn Wealth Advisors, LLC46,395$2.64M0.98%-18713F-HRTimeline
BG Investment Services, LLC46,217$2.64M3.3%+13,60913F-HRTimeline
Quantinno Capital Management LP46,288$2.63M0.01%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …46,244$2.63M0.57%-22113F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC46,222$2.63M1.17%+2,31913F-HRTimeline
San Luis Wealth Advisors LLC46,149$2.62M0.56%-2013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.45,678$2.6M0.02%-6,14713F-HRTimelineGroup
Parallel Advisors, LLC45,589$2.59M0.05%+1,37213F-HRTimeline
CIBC WORLD MARKETS CORP45,464$2.58M0.02%+2,32713F-HRTimeline
Purus Wealth Management, LLC45,408$2.58M0.9%-24713F-HR/ATimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …45,333$2.58M1.5%new13F-HRTimeline
CHAPIN DAVIS, INC.45,276$2.57M0.71%+6,91813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.45,122$2.57M<0.01%+12,31513F-HRTimelineGroup
Guardian Financial Partners, LLC45,049$2.56M1.15%+2,47013F-HRTimeline
Cordgrass Capital Advisors, LLC44,934$2.55M0.69%-3,18313F-HRTimeline
Avestar Capital, LLC44,706$2.54M0.19%-31413F-HRTimeline
Oxinas Partners, LLC44,442$2.53M1.3%+1,61613F-HRTimeline
True North Advisors, LLC44,281$2.52M0.48%+8,53013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC44,137$2.51M0.98%+2,40613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…44,118$2.51M0.78%+8,29613F-HRTimeline
CoreFirst Bank & Trust44,033$2.5M1.41%+71613F-HRTimeline
OneDigital Investment Advisors LLC44,009$2.5M0.03%+3,22013F-HRTimeline
Carr Financial Group Corp43,840$2.49M0.74%+3,35713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC43,620$2.48M0.79%-2,44313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd42,916$2.44M0.04%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.42,846$2.44M0.12%-277,15113F-HRTimeline
Whalen Wealth Management Inc.42,577$2.42M1.52%+6,99313F-HRTimeline
Regal Investment Advisors LLC42,447$2.41M0.18%-11,46713F-HRTimeline
HOURGLASS CAPITAL, LLC42,150$2.4M0.59%013F-HRTimeline
Lewis Asset Management, LLC42,015$2.39M1.12%+24,37313F-HRTimeline
SteelPeak Wealth, LLC41,813$2.38M0.09%-68913F-HRTimeline
LGT Financial Advisors LLC41,755$2.37M6.02%+18,82713F-HRTimeline
Sachetta, LLC41,704$2.37M0.94%-3,09713F-HRTimeline
MAS Advisors LLC41,612$2.37M3.87%-4,69113F-HRTimeline
HB Wealth Management, LLC41,612$2.37M0.02%-7,83913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC41,588$2.36M0.18%+5,33413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,112$2.34M0.01%-97,32113F-HR/ATimelineGroup
Riverbend Wealth Management, LLC40,812$2.32M1.76%+7,50913F-HRTimeline
Independent Wealth Network Inc.40,369$2.3M0.83%+1,20813F-HRTimeline
Ring Mountain Capital, LLC40,210$2.29M1.39%+7,97613F-HRTimeline
United Advisor Group, LLC40,202$2.29M0.4%-1,28313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT40,056$2.28M0.27%+68613F-HRTimeline
Anchor Capital Management Group Inc40,000$2.27M1.06%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC39,200$2.23M1.94%-10,66313F-HRTimelineGroup
Gladstone Institutional Advisory LLC39,060$2.22M0.09%-14,82213F-HRTimeline
Hexagon Capital Partners LLC38,761$2.2M0.49%+2,01013F-HRTimeline
OPTIMA CAPITAL LLC38,676$2.2M1.18%+2,44613F-HRTimeline
Venture Visionary Partners LLC38,550$2.19M0.08%+11213F-HRTimeline
Van Hulzen Asset Management, LLC38,526$2.19M0.18%+2,35413F-HRTimeline
Maia Wealth LLC38,335$2.18M0.42%+4,49613F-HRTimeline
5T Wealth, LLC38,280$2.18M1.11%+3,00013F-HRTimeline
Lifestyle Asset Management, Inc.38,241$2.17M1.01%-5,40613F-HRTimeline
Beaumont Financial Advisors, LLC38,134$2.17M0.16%-13,94913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC37,827$2.15M0.74%+2,94613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC37,715$2.14M0.04%-1,93413F-HRTimelineGroup
Greenwich Wealth Management LLC37,577$2.14M0.1%-75013F-HRTimeline
Sovran Advisors, LLC37,499$2.13M0.22%-16,15213F-HRTimeline
Galvin, Gaustad & Stein, LLC37,424$2.13M0.18%+5,49613F-HRTimeline
Richard W. Paul & Associates, LLC36,961$2.1M0.76%+1,15313F-HRTimeline
Bravias Capital Group, LLC36,850$2.09M1.54%-2,95113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…36,670$2.08M0.27%-1,46113F-HRTimeline
CROBAN36,451$2.07M1.77%new13F-HRTimeline
Bell Bank36,385$2.07M0.1%+1,11313F-HRTimeline
Tyche Wealth Partners LLC36,142$2.05M0.41%+20,02113F-HRTimeline
Lokken Investment Group LLC36,138$2.05M0.79%+8,78813F-HRTimeline
Legacy Capital Wealth Partners, LLC36,085$2.05M0.47%+1,40813F-HRTimeline
Integras Partners LLC36,083$2.05M2.07%-1,96213F-HRTimeline
MCDONALD PARTNERS LLC36,070$2.05M0.49%+2,03513F-HRTimeline
Chung Wu Investment Group, LLC35,922$2.04M2.13%+14,39013F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.35,893$2.04M1.58%-4,13013F-HRTimeline
Crewe Advisors LLC35,789$2.03M0.29%+2,05213F-HRTimeline
Empire Financial Management Company, LLC35,738$2.03M0.59%+613F-HRTimeline
Clear Creek Financial Management, LLC35,333$2.01M0.19%-1,94313F-HRTimeline
SevenBridge Financial Group, LLC35,605$2.01M0.35%-12,16213F-HRTimeline
Asset Allocation Strategies LLC35,207$2M0.44%+9,45713F-HRTimeline
Round Rock Advisors LLC35,153$2M0.34%-4,51213F-HRTimeline
Heritage Wealth Management, Inc.35,129$2M0.65%+9,72213F-HRTimeline
Etesian Wealth Advisors, Inc.34,867$1.98M0.74%+9,91413F-HRTimeline
Mainstream Capital Management LLC34,715$1.97M1.44%-1,72013F-HRTimeline
Sound Income Strategies, LLC34,481$1.96M0.11%+71413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.34,445$1.96M1.04%-3,57513F-HRTimeline
Investor's Fiduciary Advisor Network, L…34,440$1.96M0.73%+5,98913F-HRTimeline
Newport Capital Group, LLC34,343$1.95M1.32%-22,00013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.34,182$1.94M0.55%-86913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…34,042$1.94M0.7%-12313F-HRTimeline
Sage Capital Management, LLC33,729$1.92M0.92%+32513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC33,658$1.91M0.04%+22,36413F-HRTimeline
Worth Asset Management, LLC33,531$1.91M0.94%+10713F-HRTimeline
Grantvest Financial Group LLC33,226$1.89M1.4%+2,31913F-HRTimeline
Frontier Asset Management, LLC33,110$1.88M0.51%-1113F-HRTimeline
Financial Partners Group, Inc33,056$1.88M0.26%-292,29413F-HRTimeline
CPC Advisors, LLC32,964$1.87M0.24%-30513F-HRTimeline
Triumph Capital Management32,705$1.86M0.56%-1,16913F-HR/ATimeline
IHT Wealth Management, LLC32,691$1.86M0.05%-66813F-HRTimeline
BKM Wealth Management, LLC32,609$1.85M0.72%+1,11413F-HRTimeline