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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,373 managers (1,391 13F filers) reported a position in JEPI shares at 2025-12-31, 316,534,976 shares in all. 93 filers opened a position and 83 filers sold out during the quarter.

Managers
1,373
13F filers
1,391
New
93
Added
589
Reduced
494
Sold out
83
Shares held by filers
316,534,976

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MARINO, STRAM & ASSOCIATES LLC67,353$3.86M0.7%+85213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI67,013$3.84M0.21%-2,24513F-HRTimeline
Worth Financial Advisory Group, LLC66,966$3.83M1.86%-1,49813F-HRTimeline
MIdWestOne Financial Group, Inc.66,708$3.82M0.42%-15,66013F-HRTimeline
STAR Financial Bank66,412$3.8M1.94%-3,30013F-HRTimeline
Security National Bank66,176$3.79M0.54%-3,05913F-HRTimeline
NFSG Corp66,019$3.78M0.59%-1,06113F-HRTimeline
Clarity Wealth Advisors, LLC65,996$3.78M0.77%-11413F-HRTimeline
SAX WEALTH ADVISORS, LLC65,886$3.77M0.18%+7,47813F-HRTimeline
VICUS CAPITAL65,649$3.76M0.28%+91313F-HRTimeline
B. Riley Wealth Advisors, Inc.65,557$3.75M0.18%-2,93413F-HRTimeline
RPg Family Wealth Advisory, LLC64,951$3.75M0.82%-53513F-HRTimeline
Kovack Advisors, Inc.65,196$3.73M0.18%+21,15813F-HR/ATimeline
Whalen Wealth Management Inc.65,052$3.72M2%new13F-HRTimeline
Procyon Advisors, LLC64,690$3.7M0.18%+83113F-HRTimeline
Princeton Global Asset Management LLC64,536$3.69M0.6%-1,71813F-HRTimeline
Ignite Planners, LLC63,021$3.69M0.57%+1,06113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC64,326$3.68M1.15%+5,19413F-HRTimeline
J2 Capital Management Inc64,237$3.68M2.68%+1,90113F-HRTimeline
Fragasso Financial Advisors Inc63,686$3.65M0.22%-72513F-HRTimeline
M.E. ALLISON & CO., INC.63,573$3.64M2.47%-3,38013F-HRTimeline
Register Financial Advisors LLC63,424$3.63M1.41%-50613F-HRTimeline
American Trust63,308$3.62M0.3%+1,20513F-HRTimeline
Benchmark Financial, LLC63,230$3.62M3.61%13F-HRTimeline
Kingstone Capital Partners Texas, LLC63,209$3.62M2.11%+1,34513F-HRTimeline
Vise Technologies, Inc.63,199$3.62M0.07%+53,33113F-HRTimeline
Global Retirement Partners, LLC62,827$3.6M0.06%+6,49313F-HRTimeline
Valmark Advisers, Inc.62,741$3.59M0.04%+9,28913F-HRTimeline
BEAM WEALTH ADVISORS, INC.62,401$3.57M0.98%+15513F-HRTimeline
Walkner Condon Financial Advisors LLC62,355$3.57M0.5%-6,30613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.61,562$3.56M0.15%-87,19213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…61,822$3.54M0.07%+4,85213F-HRTimelineGroup
Quantinno Capital Management LP61,689$3.53M0.01%+10,96213F-HRTimeline
WMS Group LLC61,564$3.52M4.48%13F-HRTimeline
SlateStone Wealth, LLC61,526$3.52M0.29%-20513F-HRTimeline
Grantvest Financial Group LLC61,405$3.51M2.25%+18,68013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT61,359$3.51M0.05%-1,00513F-HRTimeline
Heritage Trust Co61,271$3.51M0.36%-6,71713F-HRTimeline
LITTLE HOUSE CAPITAL LLC61,118$3.5M0.88%-5,85813F-HRTimeline
Interchange Capital Partners, LLC61,080$3.5M0.65%-1,84913F-HRTimeline
Sunpointe, LLC60,416$3.48M1.16%+7,15513F-HRTimeline
LANARK FINANCIAL, INC.60,385$3.46M0.26%+1,94813F-HRTimeline
Avior Wealth Management, LLC60,044$3.44M0.11%-41,43713F-HRTimeline
Centennial Advisors, LLC59,991$3.43M4.46%13F-HRTimeline
M Holdings Securities, Inc.59,894$3.43M0.25%new13F-HRTimeline
Hexagon Capital Partners LLC59,831$3.42M0.63%+7,73913F-HRTimeline
SIERRA OCEAN, LLC59,715$3.42M2.83%+2,03513F-HRTimeline
Jaffetilchin Investment Partners, LLC59,427$3.4M0.2%+3,30213F-HRTimeline
SCOTIA CAPITAL INC.59,027$3.38M0.01%+4,18413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC58,506$3.37M0.77%+1,42813F-HRTimeline
Haverford Trust Co58,826$3.37M0.03%+2,21813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC58,737$3.36M0.2%+27,98013F-HRTimeline
Herold Advisors, Inc.58,432$3.34M0.75%+4,37213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC58,281$3.34M0.53%+2,80013F-HRTimeline
CAP Partners, LLC58,269$3.34M1.89%-1,10813F-HRTimeline
Parallel Advisors, LLC58,183$3.33M0.06%+12,52613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC58,125$3.33M0.06%+12,91513F-HRTimeline
Dakota Wealth Management57,799$3.31M0.06%+40,90713F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC57,735$3.31M0.03%-134,83013F-HRTimelineGroup
Vienna Asset Management LLC56,318$3.22M1.83%-65,47213F-HRTimeline
SkyOak Wealth, LLC56,263$3.22M0.58%-9,48013F-HRTimeline
PLANNING DIRECTIONS INC56,136$3.21M1.62%+23613F-HRTimeline
EHRLICH FINANCIAL GROUP56,098$3.21M1.83%-2,55713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.55,794$3.19M0.04%+4,66013F-HRTimelineGroup
Fortress Financial Solutions, LLC55,445$3.17M3.25%+6,10513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV55,105$3.15M0.17%+4,39513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…54,956$3.15M0.84%-4,93413F-HRTimeline
Legacy Private Trust Co.54,932$3.14M0.19%-12,46013F-HRTimeline
United Advisor Group, LLC54,800$3.14M0.4%-2,52213F-HRTimeline
Greater Midwest Financial Group, LLC54,804$3.14M1.75%-45,41413F-HRTimeline
Lewis Asset Management, LLC54,469$3.12M1.27%+91113F-HRTimeline
Slagle Financial, LLC54,456$3.12M1.09%-1,37413F-HRTimeline
Archford Capital Strategies, LLC54,340$3.11M0.36%+1,65913F-HRTimeline
Alliance Wealth Advisors, LLC /UT53,549$3.07M0.66%new13F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …53,078$3.04M1.65%+3,18113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC52,853$3.03M1.64%-45813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC52,737$3.02M0.98%+72813F-HRTimeline
3EDGE Asset Management, LP52,574$3.01M0.16%+3,50613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED50,952$2.95M0.2%+1,79813F-HRTimeline
Goldstone Financial Group, LLC50,822$2.91M0.32%+2,92313F-HRTimeline
Pallas Capital Advisors LLC50,762$2.91M0.1%+1,92713F-HRTimeline
GILL CAPITAL PARTNERS, LLC50,631$2.9M0.88%-4,66413F-HRTimeline
FMA Wealth Management, LLC49,980$2.86M1.85%+1,07213F-HRTimeline
Aventura Private Wealth, LLC49,917$2.86M1.03%-13,53713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC49,915$2.86M0.19%+7,22413F-HRTimeline
Navis Wealth Advisors, LLC49,478$2.83M1.2%+37,16213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,446$2.83M<0.01%+4,11913F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV49,290$2.82M0.75%+1,29113F-HRTimeline
Cherry Tree Wealth Management, LLC49,064$2.81M0.59%-1013F-HRTimeline
5T Wealth, LLC48,823$2.79M1.12%+28613F-HRTimeline
Cordgrass Capital Advisors, LLC48,794$2.79M0.67%+1,87613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.48,330$2.77M1.29%+70013F-HRTimeline
Weil Company, Inc.48,188$2.76M0.63%-6,73613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC47,991$2.75M2.27%-9,83213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC47,720$2.73M0.21%-16,77513F-HRTimeline
TrueWealth Advisors, LLC47,571$2.72M0.71%-1,23713F-HRTimeline
Bay Capital Advisors, LLC47,554$2.72M1.66%-13,94613F-HRTimeline
Lifestyle Asset Management, Inc.47,527$2.72M0.88%+3,06513F-HRTimeline
CoreFirst Bank & Trust47,487$2.72M1.47%+1,06313F-HRTimeline
CHAPIN DAVIS, INC.47,015$2.69M0.63%+60913F-HRTimeline
GFS Advisors, LLC46,860$2.68M0.32%new13F-HRTimeline
TD Waterhouse Canada Inc.46,571$2.66M0.02%-105,74513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC46,321$2.65M0.82%+2,71113F-HRTimeline
RAHLFS CAPITAL, LLC46,197$2.64M2.05%-1,55313F-HRTimeline
Redmond Asset Management, LLC46,189$2.64M0.67%-1,13913F-HRTimeline
Caprock Group, LLC45,736$2.64M0.06%+31113F-HRTimeline
Regal Investment Advisors LLC45,806$2.62M0.16%+3,19913F-HRTimeline
First PREMIER Bank45,427$2.6M0.6%-2,67813F-HRTimeline
Stirlingshire Investments, Inc.44,928$2.59M2.3%13F-HRTimeline
Guardian Financial Partners, LLC45,250$2.59M1.09%-2,70613F-HRTimeline
Ashton Thomas Private Wealth, LLC44,872$2.59M0.06%-3,44413F-HRTimeline
LongView Wealth Management44,145$2.57M0.62%+11,07513F-HRTimeline
Joel Isaacson & Co., LLC44,887$2.57M0.08%-46213F-HRTimeline
True North Advisors, LLC44,825$2.57M0.33%-2,81213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…44,770$2.56M0.72%-10013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC44,623$2.55M0.74%-14713F-HRTimeline
Sachetta, LLC44,457$2.55M1.39%+2,51313F-HRTimeline
Riverbend Wealth Management, LLC44,416$2.54M1.6%+2,12913F-HRTimeline
JSF Financial, LLC44,260$2.53M0.53%-10,27113F-HRTimeline
Purus Wealth Management, LLC44,168$2.53M0.79%-1,35213F-HRTimeline
Oxinas Partners, LLC43,756$2.5M1.21%+31,33013F-HRTimeline
Whipplewood Advisors, LLC43,735$2.5M1.61%-23,93413F-HRTimeline
Tyche Wealth Partners LLC43,672$2.5M0.4%+5,11913F-HRTimeline
Guilbault Capital LLC43,645$2.5M2.8%13F-HRTimeline
CoreCap Advisors, LLC43,305$2.48M0.09%+3,39313F-HRTimeline
Ring Mountain Capital, LLC42,419$2.48M1.27%+78913F-HRTimeline
Arsenal Capital Advisors LLC42,895$2.47M1.75%13F-HRTimeline
CORA CAPITAL ADVISORS LLC42,463$2.43M0.95%-2,18213F-HRTimeline
Independent Wealth Network Inc.42,463$2.43M0.74%-9213F-HRTimeline
Bell Bank42,447$2.43M0.1%+3,83513F-HRTimeline
Solutions 4 Wealth, Ltd42,416$2.43M3.67%+16,97613F-HRTimeline
Sage Capital Management, LLC42,233$2.42M1.12%+8,24613F-HRTimeline
Integras Partners LLC42,162$2.41M1.95%+52213F-HRTimeline
Heritage Wealth Management, Inc.42,081$2.41M0.67%+2,19013F-HRTimeline
Houlihan Financial Resource Group, Ltd.41,080$2.38M0.9%+33,35513F-HRTimeline
Sovereign Financial Group, Inc.41,233$2.36M0.42%+6,24113F-HRTimeline
Invst, LLC41,068$2.35M0.26%+90913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT40,994$2.35M0.26%-40713F-HRTimeline
MCDONALD PARTNERS LLC40,962$2.34M0.74%+1,90813F-HRTimeline
BG Investment Services, LLC40,949$2.34M2.09%-27,93813F-HRTimeline
Legacy Capital Wealth Partners, LLC40,850$2.34M0.5%+3,27213F-HRTimeline
Beaumont Financial Advisors, LLC40,082$2.29M0.15%+1,04913F-HRTimeline
Frontier Asset Management, LLC40,008$2.29M0.53%+2,73113F-HRTimeline
Anchor Capital Management Group Inc40,000$2.28M1.16%013F-HRTimeline
Van Hulzen Asset Management, LLC39,836$2.28M0.17%+9113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.39,607$2.27M1.67%+2,37713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,461$2.26M<0.01%+3,61613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP39,421$2.26M0.01%+28,08313F-HRTimelineGroup
SFE Investment Counsel39,101$2.24M0.35%-3,05613F-HRTimeline
Cedarwood Wealth LLC38,079$2.23M2.49%13F-HRTimeline
Fullerton Advisors, LLC38,683$2.21M2.21%13F-HRTimeline
JT Stratford LLC38,683$2.21M0.28%-3,64013F-HRTimeline
Vestmark Advisory Solutions, Inc.38,624$2.21M0.03%+23,26213F-HRTimeline
Crewe Advisors LLC38,406$2.2M0.19%+9,51413F-HRTimeline
Stelac Advisory Services LLC38,119$2.2M0.78%-2,12213F-HRTimeline
Note Advisors, LLC37,501$2.18M1.12%+2,84313F-HRTimeline
LGT Financial Advisors LLC38,048$2.18M13.34%-2,76913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC37,930$2.17M0.04%+1,54513F-HRTimelineGroup
TFR Capital, LLC.37,843$2.17M0.72%+1,65313F-HRTimeline
Caerus Investment Advisors, LLC37,778$2.16M0.72%-23,44413F-HRTimeline
BOK Financial Private Wealth, Inc.37,456$2.16M0.13%+1,03813F-HRTimeline
Greykasell Wealth Strategies, Inc.37,149$2.13M0.84%+69613F-HRTimeline
Newport Capital Group, LLC37,058$2.12M1.3%+2,17313F-HR/ATimeline
Bleakley Financial Group, LLC37,025$2.12M0.04%-137,27713F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …36,565$2.09M1.42%+67613F-HRTimelineGroup
PMG Family Office LLC36,271$2.09M2.42%-1,03013F-HRTimeline
Avestar Capital, LLC36,042$2.08M0.14%-7,64113F-HRTimeline
MEANS INVESTMENT CO., INC.36,041$2.06M0.17%-8,98513F-HRTimeline
Ruggiero Investments, Inc.35,964$2.06M1.86%13F-HRTimeline
Boreal Capital Management LLC35,774$2.05M1.55%+14,39913F-HRTimeline
MLP3, LLC35,812$2.05M2.24%13F-HRTimeline
Robertson Stephens Wealth Management, L…35,462$2.05M0.06%-25,59513F-HRTimeline
CROBAN35,710$2.04M0.99%-12013F-HRTimeline
Greenwich Wealth Management LLC35,696$2.04M0.09%-77713F-HRTimeline
HANCOCK WHITNEY CORP35,526$2.03M0.04%+4,87413F-HRTimeline
Round Rock Advisors LLC35,447$2.03M0.31%+85413F-HR/ATimeline
Etesian Wealth Advisors, Inc.35,397$2.03M0.64%+18013F-HRTimeline
Blue Trust, Inc.35,359$2.02M0.02%+16,72813F-HRTimeline
KERR FINANCIAL PLANNING Corp34,675$2.02M2.74%+9,98713F-HR/ATimeline
Acorn Wealth Advisors, LLC35,254$2.02M0.6%-8,03513F-HRTimeline
HERBST GROUP, LLC35,251$2.02M1.19%-45,97413F-HRTimeline
OneDigital Investment Advisors LLC35,214$2.02M0.02%-9,30413F-HRTimeline
Worth Asset Management, LLC35,172$2.01M0.85%-1,79913F-HRTimeline
Carr Financial Group Corp34,881$2M0.53%-8,18513F-HRTimeline
IHT Wealth Management, LLC34,778$2M0.05%-55913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.34,785$1.99M0.49%-18013F-HRTimeline
Signal Advisors Wealth, LLC34,575$1.98M0.16%+9,57413F-HRTimeline
Clear Creek Financial Management, LLC34,350$1.97M0.16%-5,52713F-HRTimeline
J.Safra Asset Management Corp34,301$1.96M0.1%+5,09613F-HRTimeline
Helium Advisors LLC33,947$1.94M1.97%-9,45513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC33,677$1.94M0.09%+13,33313F-HRTimeline
Red Mountain Financial, LLC33,749$1.93M1.9%+1,81213F-HRTimeline
OLD MISSION CAPITAL LLC33,662$1.93M0.07%new13F-HRTimeline
AMERIFLEX GROUP, INC.33,307$1.91M0.99%+23,46313F-HRTimeline
SteelPeak Wealth, LLC33,018$1.9M0.06%-14,35913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…33,094$1.9M0.36%+1,77613F-HRTimeline
PDS Planning, Inc33,254$1.9M0.13%+43413F-HRTimeline
Sound Income Strategies, LLC32,449$1.9M0.09%+80113F-HRTimeline
Avidian Wealth Enterprises, LLC32,768$1.88M0.07%+4,03213F-HRTimeline
BIP Wealth, LLC32,742$1.87M0.07%new13F-HRTimeline