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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Fairway Financial, LLC66,682$3.81M3%+1,01213F-HRTimeline
Focus Financial Network, Inc.66,670$3.81M0.14%+2,58613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC66,501$3.8M0.68%+3,58513F-HRTimeline
Princeton Global Asset Management LLC66,254$3.78M0.63%-1,12413F-HRTimeline
Clarity Wealth Advisors, LLC66,110$3.77M0.83%+5,96813F-HRTimeline
SkyOak Wealth, LLC65,743$3.75M0.71%+7,79613F-HRTimeline
RPg Family Wealth Advisory, LLC65,486$3.74M0.82%-28013F-HRTimeline
VICUS CAPITAL64,736$3.7M0.28%-66,26813F-HRTimeline
Next Level Private LLC64,770$3.69M1.07%-2,73413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC64,495$3.68M0.3%-24,51213F-HRTimeline
CHANNEL WEALTH LLC64,352$3.67M0.98%-20,37113F-HRTimeline
Fragasso Financial Advisors Inc64,411$3.67M0.23%+2,08013F-HRTimeline
Register Financial Advisors LLC63,930$3.65M1.44%+85613F-HRTimeline
Procyon Advisors, LLC63,859$3.65M0.22%-1,46013F-HRTimeline
Aventura Private Wealth, LLC63,454$3.62M1.34%-11,45813F-HRTimeline
Interchange Capital Partners, LLC62,929$3.59M0.7%+11213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT62,364$3.56M0.05%+4,68113F-HRTimeline
J2 Capital Management Inc62,336$3.56M2.68%-25,59313F-HRTimeline
BEAM WEALTH ADVISORS, INC.62,246$3.55M0.97%+1,17513F-HRTimeline
Rockport Wealth LLC62,121$3.55M0.72%+3,06813F-HRTimeline
American Trust62,103$3.55M0.3%+1,70613F-HRTimeline
Ignite Planners, LLC61,960$3.54M0.58%+1,05013F-HRTimeline
Kingstone Capital Partners Texas, LLC61,864$3.53M2.05%+60313F-HR/ATimeline
SlateStone Wealth, LLC61,731$3.52M0.31%+4,12613F-HRTimeline
AlphaStar Capital Management, LLC61,544$3.51M0.3%-59213F-HRTimeline
Bay Capital Advisors, LLC61,500$3.51M2.29%+1,57213F-HRTimeline
Caerus Investment Advisors, LLC61,222$3.5M1.43%-5,36813F-HRTimeline
Robertson Stephens Wealth Management, L…61,057$3.49M0.11%-4313F-HRTimeline
NewEdge Wealth, LLC60,635$3.42M0.05%+6,17013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…59,890$3.42M0.95%-12,37213F-HRTimeline
Soltis Investment Advisors LLC59,776$3.41M0.24%+55,40413F-HRTimeline
CAP Partners, LLC59,377$3.39M1.92%-81613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC59,132$3.38M1.13%+14,99513F-HRTimeline
Main Street Financial Solutions, LLC58,770$3.36M0.22%+5,03213F-HRTimeline
EHRLICH FINANCIAL GROUP58,655$3.35M1.99%-1,31813F-HRTimeline
LANARK FINANCIAL, INC.58,437$3.34M0.26%+3,52813F-HRTimeline
SAX WEALTH ADVISORS, LLC58,408$3.34M0.18%+7,24613F-HRTimeline
Patten Group, Inc.58,262$3.33M0.65%-47213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC57,823$3.3M2.71%+18,62313F-HRTimelineGroup
SIERRA OCEAN, LLC57,680$3.29M2.77%-36,81813F-HRTimeline
United Advisor Group, LLC57,322$3.27M0.44%+17,12013F-HRTimeline
LexAurum Advisors, LLC57,191$3.27M0.46%+3,67413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC57,078$3.26M0.78%-5,23413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…56,970$3.25M0.07%+2713F-HRTimelineGroup
Haverford Trust Co56,608$3.23M0.03%+10,12713F-HRTimeline
Global Retirement Partners, LLC56,334$3.22M0.07%+6,50913F-HRTimeline
J HAGAN CAPITAL, INC.56,192$3.21M1.94%+3,94213F-HRTimeline
Jaffetilchin Investment Partners, LLC56,125$3.2M0.19%+2,30113F-HRTimeline
PLANNING DIRECTIONS INC55,900$3.19M1.67%-74813F-HRTimeline
Slagle Financial, LLC55,830$3.19M1.17%+1,92613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC55,481$3.16M0.52%+8,57613F-HRTimeline
GILL CAPITAL PARTNERS, LLC55,295$3.16M0.96%+4,41413F-HRTimeline
Weil Company, Inc.54,924$3.14M0.75%+1,47113F-HRTimeline
SCOTIA CAPITAL INC.54,843$3.13M0.01%+7,49013F-HRTimeline
Farther Finance Advisors, LLC54,598$3.12M0.05%-87,40613F-HRTimeline
JSF Financial, LLC54,531$3.11M0.69%+4,14313F-HRTimeline
Sulzberger Capital Advisors, Inc.54,463$3.11M3.47%+3,65113F-HRTimeline
Integrated Financial Solutions, Inc.54,295$3.1M2.14%+1,13313F-HR/ATimeline
Herold Advisors, Inc.54,060$3.09M0.72%-91013F-HRTimeline
Bristlecone Advisors, LLC54,021$3.08M0.26%-2,75713F-HRTimeline
Lewis Asset Management, LLC53,558$3.06M1.26%+11,54313F-HRTimeline
Private Wealth Partners, LLC53,521$3.06M0.22%-13,39713F-HRTimeline
Valmark Advisers, Inc.53,452$3.05M0.04%+73113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC53,311$3.04M1.71%+2,81713F-HRTimeline
Sunpointe, LLC53,261$3.04M1.1%+3,40013F-HRTimeline
Archford Capital Strategies, LLC52,681$3.01M0.36%+3,42713F-HRTimeline
Lifeworks Advisors, LLC52,578$3M0.4%+1,92613F-HRTimeline
Hexagon Capital Partners LLC52,092$2.97M0.6%+13,33113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC52,009$2.97M1.37%-2,39213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,816$2.96M0.02%+6,13813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51,134$2.92M0.03%+27,88113F-HRTimelineGroup
San Luis Wealth Advisors LLC50,953$2.91M0.52%+4,80413F-HR/ATimeline
Quantinno Capital Management LP50,727$2.9M0.01%+4,43913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,710$2.9M0.18%-46,05613F-HRTimeline
HB Wealth Management, LLC50,619$2.89M0.02%+9,00713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers49,937$2.85M<0.01%+31,54713F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …49,897$2.85M1.6%+4,56413F-HRTimeline
Fortress Financial Solutions, LLC49,340$2.82M3.07%-7,27613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED49,154$2.81M0.21%-18613F-HRTimeline
Cherry Tree Wealth Management, LLC49,074$2.8M0.62%-12213F-HRTimeline
3EDGE Asset Management, LP49,068$2.8M0.16%+1,00713F-HRTimeline
FMA Wealth Management, LLC48,908$2.79M1.92%+1,26913F-HRTimeline
Pallas Capital Advisors LLC48,835$2.79M0.1%+1,12613F-HRTimeline
TrueWealth Advisors, LLC48,808$2.79M0.75%+1,16413F-HRTimeline
5T Wealth, LLC48,537$2.77M1.21%+10,25713F-HRTimeline
Ashton Thomas Private Wealth, LLC48,316$2.76M0.07%+51313F-HRTimeline
First PREMIER Bank48,105$2.75M0.62%+1,62713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV47,999$2.74M0.76%+43613F-HR/ATimeline
Guardian Financial Partners, LLC47,956$2.74M1.16%+2,90713F-HRTimeline
Goldstone Financial Group, LLC47,899$2.74M0.32%-16,75213F-HRTimeline
RAHLFS CAPITAL, LLC47,750$2.73M2.16%-20813F-HRTimeline
True North Advisors, LLC47,637$2.72M0.43%+3,35613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.47,630$2.71M1.3%+13,18513F-HRTimeline
SteelPeak Wealth, LLC47,377$2.71M0.09%+5,56413F-HRTimeline
Redmond Asset Management, LLC47,328$2.7M0.66%-94913F-HRTimeline
Cordgrass Capital Advisors, LLC46,918$2.68M0.66%+1,98413F-HRTimeline
ZEGA Investments, LLC46,458$2.65M0.61%-48,95213F-HRTimeline
CoreFirst Bank & Trust46,424$2.65M1.43%+2,39113F-HRTimeline
CHAPIN DAVIS, INC.46,406$2.65M0.65%+1,13013F-HRTimeline
Parallel Advisors, LLC45,657$2.61M0.05%+6813F-HRTimeline
Purus Wealth Management, LLC45,520$2.6M0.83%+11213F-HRTimeline
Caprock Group, LLC45,425$2.6M0.06%13F-HRTimeline
Joel Isaacson & Co., LLC45,349$2.59M0.09%+19,11813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC45,327$2.59M<0.01%-48,00413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC45,210$2.58M0.05%+11,55213F-HRTimeline
MEANS INVESTMENT CO., INC.45,026$2.57M0.22%-5,25813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…44,870$2.56M0.72%+75213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC44,770$2.56M0.77%+1,15013F-HRTimeline
CORA CAPITAL ADVISORS LLC44,645$2.55M1.08%-1,57713F-HRTimeline
OneDigital Investment Advisors LLC44,518$2.54M0.03%+50913F-HRTimeline
Sovran Advisors, LLC44,641$2.54M0.22%+7,14213F-HRTimeline
Lifestyle Asset Management, Inc.44,462$2.54M0.87%+6,22113F-HRTimeline
Kovack Advisors, Inc.44,038$2.51M0.24%-3,73213F-HRTimeline
Avestar Capital, LLC43,683$2.49M0.18%-1,02313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC43,610$2.49M0.76%+5,78313F-HRTimeline
AIFG Consultants Ltd.43,578$2.49M4.39%-3,55713F-HRTimeline
Helium Advisors LLC43,402$2.48M2.07%-16,55113F-HRTimeline
Acorn Wealth Advisors, LLC43,289$2.47M0.78%-3,10613F-HRTimeline
Carr Financial Group Corp43,066$2.46M0.68%-77413F-HRTimeline
MAS Advisors LLC42,972$2.45M3.88%+1,36013F-HRTimeline
Grantvest Financial Group LLC42,725$2.44M1.68%+9,49913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC42,691$2.44M0.17%+1,10313F-HRTimeline
Regal Investment Advisors LLC42,607$2.43M0.16%+16013F-HRTimeline
Independent Wealth Network Inc.42,555$2.43M0.78%+2,18613F-HRTimeline
JT Stratford LLC42,323$2.42M0.32%+27,74213F-HRTimeline
Riverbend Wealth Management, LLC42,287$2.41M1.69%+1,47513F-HRTimeline
SFE Investment Counsel42,157$2.41M0.38%-6,99313F-HRTimeline
Sachetta, LLC41,944$2.4M0.89%+24013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,880$2.39M0.02%+11,55713F-HRTimelineGroup
Integras Partners LLC41,640$2.38M1.92%+5,55713F-HRTimeline
Ring Mountain Capital, LLC41,630$2.38M1.32%+1,42013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT41,401$2.36M0.27%+1,34513F-HRTimeline
LGT Financial Advisors LLC40,817$2.33M5.03%-93813F-HRTimeline
Stelac Advisory Services LLC40,241$2.3M0.79%-18,66513F-HRTimeline
Invst, LLC40,159$2.29M0.26%+23,04913F-HRTimeline
Anchor Capital Management Group Inc40,000$2.28M1.16%013F-HRTimeline
CoreCap Advisors, LLC39,912$2.28M0.08%+20,24913F-HRTimeline
Heritage Wealth Management, Inc.39,891$2.28M0.67%+4,76213F-HRTimeline
Clear Creek Financial Management, LLC39,877$2.28M0.2%+4,54413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…39,751$2.27M0.03%-38,51913F-HRTimelineGroup
Van Hulzen Asset Management, LLC39,745$2.27M0.17%+1,21913F-HRTimeline
Simplicity Wealth,LLC39,457$2.25M0.13%+11,89013F-HRTimeline
TWO SIGMA SECURITIES, LLC39,411$2.25M0.33%new13F-HRTimeline
MCDONALD PARTNERS LLC39,054$2.23M0.67%+2,98413F-HRTimeline
Beaumont Financial Advisors, LLC39,033$2.23M0.15%+89913F-HRTimeline
Lokken Investment Group LLC38,876$2.22M0.76%+2,73813F-HRTimeline
Bell Bank38,612$2.2M0.1%+2,22713F-HRTimeline
Tyche Wealth Partners LLC38,553$2.2M0.39%+2,41113F-HRTimeline
Richard W. Paul & Associates, LLC38,016$2.17M0.74%+1,05513F-HRTimeline
Legacy Capital Wealth Partners, LLC37,578$2.15M0.47%+1,49313F-HRTimeline
PMG Family Office LLC37,301$2.13M2.38%13F-HRTimeline
Frontier Asset Management, LLC37,277$2.13M0.53%+4,16713F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.37,230$2.13M1.55%+1,33713F-HRTimeline
Worth Asset Management, LLC36,971$2.11M0.95%+3,44013F-HRTimeline
Galvin, Gaustad & Stein, LLC36,911$2.11M0.17%-51313F-HRTimeline
Nelson Capital Management, LLC36,801$2.1M0.25%+6,44413F-HRTimeline
Greenwich Wealth Management LLC36,473$2.08M0.1%-1,10413F-HRTimeline
Greykasell Wealth Strategies, Inc.36,453$2.08M0.88%+32,70513F-HRTimeline
BOK Financial Private Wealth, Inc.36,418$2.08M0.13%+9,54413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36,385$2.08M0.04%-1,33013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…36,230$2.07M0.7%+1,79013F-HRTimeline
TFR Capital, LLC.36,190$2.07M0.69%+6,78613F-HRTimeline
Portfolio Strategies, Inc.36,159$2.06M0.24%new13F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …35,889$2.05M1.67%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\35,845$2.05M<0.01%+8,51713F-HRTimelineGroup
CROBAN35,830$2.05M1.36%-62113F-HRTimeline
Investment Planning Advisors, Inc.35,412$2.02M0.64%-15,07113F-HRTimeline
IHT Wealth Management, LLC35,337$2.02M0.05%+2,64613F-HRTimeline
Etesian Wealth Advisors, Inc.35,217$2.01M0.66%+35013F-HRTimeline
Sovereign Financial Group, Inc.34,992$2M0.37%+3,48813F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.34,965$2M0.54%+78313F-HRTimeline
Newport Capital Group, LLC34,885$1.99M1.25%+54213F-HRTimeline
Note Advisors, LLC34,658$1.98M1.18%+6,21513F-HRTimeline
Round Rock Advisors LLC34,593$1.98M0.31%-56013F-HRTimeline
Triumph Capital Management34,123$1.95M0.53%+1,41813F-HR/ATimeline
Sage Capital Management, LLC33,987$1.94M0.87%+25813F-HRTimeline
LongView Wealth Management33,070$1.89M0.51%+7,56213F-HRTimeline
WealthPlan Investment Management, LLC32,884$1.88M0.12%+42313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC32,832$1.87M<0.01%+11,31413F-HRTimelineGroup
PDS Planning, Inc32,820$1.87M0.13%+2,57713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…32,672$1.87M0.58%-1,37013F-HRTimeline
CPC Advisors, LLC32,518$1.86M0.2%-44613F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC32,385$1.85M1.58%+13313F-HRTimeline
Wealthspire Advisors, LLC32,232$1.84M0.01%+3113F-HRTimeline
Grant Private Wealth Management Inc32,224$1.84M1.14%new13F-HRTimeline
Somerset Trust Co32,144$1.84M0.57%-12713F-HRTimeline
Red Mountain Financial, LLC31,937$1.82M1.85%+13913F-HRTimeline
Lionsbridge Wealth Management LLC31,919$1.82M1.8%+19,70513F-HRTimeline
Triad Wealth Partners, LLC31,874$1.82M0.23%+19,32513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.31,849$1.82M0.78%-60013F-HRTimeline
Modus Advisors, LLC31,510$1.8M0.49%+3,61013F-HRTimeline
Sound Income Strategies, LLC31,648$1.8M0.1%-2,83313F-HRTimeline
WEALTH EFFECTS LLC31,433$1.79M0.58%+4,92213F-HRTimeline
Mayflower Financial Advisors, LLC31,371$1.79M0.23%-46313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…31,318$1.79M0.37%+85313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC31,063$1.77M0.13%-1,04413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.30,967$1.77M<0.01%-14,15513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC30,757$1.76M0.12%+1,64713F-HRTimeline
HANCOCK WHITNEY CORP30,652$1.75M0.03%-76813F-HRTimeline
SMITH, MOORE & CO.30,473$1.74M0.13%-39,71813F-HRTimeline