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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Centennial Advisors, LLC69,053$3.91M4.98%+9,06213F-HRTimeline
Teamwork Financial Advisors, LLC68,979$3.91M0.43%-29,73513F-HRTimeline
Focus Financial Network, Inc.68,574$3.89M0.14%-4,38113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC68,532$3.88M0.03%+10,79713F-HRTimelineGroup
Benchmark Financial, LLC68,508$3.88M3.48%+5,27813F-HRTimeline
Ankerstar Wealth, LLC68,252$3.87M4.08%-7,28513F-HRTimeline
JSF Financial, LLC68,183$3.86M0.76%+23,92313F-HRTimeline
Wealthspire Advisors, LLC67,631$3.83M0.03%+41,14813F-HRTimeline
Parallel Advisors, LLC67,590$3.83M0.07%+9,40713F-HR/ATimeline
Investment Advisory Services Group LLC67,249$3.81M3.32%-27,53413F-HRTimeline
Empire Financial Management Company, LLC67,216$3.81M0.86%-1,30413F-HRTimeline
SAX WEALTH ADVISORS, LLC65,886$3.77M0.18%013F-HRTimeline
Atria Investments, Inc66,372$3.76M0.04%-16,91413F-HRTimeline
NFSG Corp66,086$3.75M0.62%+6713F-HRTimeline
Crescent Grove Advisors, LLC66,029$3.74M0.37%+51,23113F-HRTimeline
Kovack Advisors, Inc.65,896$3.72M0.2%+70013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI65,567$3.72M0.17%-1,44613F-HRTimeline
RPg Family Wealth Advisory, LLC65,402$3.71M0.77%+45113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV65,365$3.7M0.19%+10,26013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC65,365$3.7M1.11%+1,03913F-HRTimeline
Vienna Asset Management LLC65,354$3.7M2.93%+9,03613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC65,273$3.7M0.07%+7,14813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC65,166$3.69M0.08%+37,98413F-HRTimeline
Ducere Wealth Management LLC64,835$3.67M1.46%-5,30013F-HRTimeline
Princeton Global Asset Management LLC64,798$3.67M0.6%+26213F-HRTimeline
VICUS CAPITAL64,798$3.67M0.27%-85113F-HRTimeline
Register Financial Advisors LLC64,787$3.67M1.36%+1,36313F-HRTimeline
Ellis Investment Partners, LLC64,742$3.67M0.64%-40,19913F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV64,647$3.66M2.35%-32,76013F-HRTimeline
PFG Advisors64,491$3.66M0.18%-3,40313F-HRTimeline
SCOTIA CAPITAL INC.64,362$3.65M0.01%+5,33513F-HRTimeline
S&A Financial Services, Inc.64,115$3.63M2.5%13F-HRTimeline
SIERRA OCEAN, LLC63,937$3.62M2.97%+4,22213F-HRTimeline
Vise Technologies, Inc.63,199$3.62M0.07%013F-HRTimeline
Procyon Advisors, LLC63,640$3.61M0.18%-1,05013F-HRTimeline
Ignite Planners, LLC63,558$3.6M0.56%+53713F-HRTimeline
J2 Capital Management Inc63,256$3.59M2.46%-98113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC61,691$3.57M0.55%+3,41013F-HRTimeline
LongView Wealth Management61,175$3.54M0.89%+17,03013F-HRTimeline
Ergawealth Advisors, Inc.62,015$3.52M1.55%-12,89513F-HRTimeline
Jaffetilchin Investment Partners, LLC62,004$3.51M0.21%+2,57713F-HRTimeline
Strategic Blueprint, LLC61,991$3.51M0.2%-5,91313F-HRTimeline
PLANNING DIRECTIONS INC61,915$3.51M1.78%+5,77913F-HRTimeline
American Trust61,724$3.5M0.31%-1,58413F-HRTimeline
Clarity Wealth Advisors, LLC61,722$3.5M0.72%-4,27413F-HRTimeline
Hexagon Capital Partners LLC61,647$3.49M0.51%+1,81613F-HRTimeline
Sunpointe, LLC60,746$3.44M1.13%+33013F-HRTimeline
Herold Advisors, Inc.59,879$3.39M0.75%+1,44713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…59,846$3.39M0.07%-1,97613F-HRTimelineGroup
United Advisor Group, LLC59,222$3.36M0.42%+4,42213F-HRTimeline
WMS Group LLC59,099$3.35M4.87%-2,46513F-HRTimeline
Heritage Trust Co59,082$3.35M0.34%-2,18913F-HRTimeline
Fortress Financial Solutions, LLC58,987$3.34M3.49%+3,54213F-HRTimeline
CAP Partners, LLC58,927$3.34M1.89%+65813F-HRTimeline
SkyOak Wealth, LLC58,839$3.33M0.61%+2,57613F-HRTimeline
M Holdings Securities, Inc.58,906$3.31M0.22%-98813F-HRTimeline
Archer Investment Corp58,259$3.3M0.7%-24,71213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC58,068$3.29M<0.01%+8,62213F-HRTimelineGroup
Lewis Asset Management, LLC57,836$3.28M1.34%+3,36713F-HRTimeline
Independent Wealth Network Inc.57,567$3.26M0.97%+15,10413F-HRTimeline
B. Riley Wealth Advisors, Inc.58,577$3.26M0.21%-6,98013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding56,522$3.2M+39,525Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.56,239$3.19M0.04%+44513F-HRTimelineGroup
3EDGE Asset Management, LP56,181$3.18M0.15%+3,60713F-HRTimeline
WESTBOURNE INVESTMENTS, INC.55,965$3.17M1.51%+7,63513F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …55,924$3.17M1.76%+2,84613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC55,864$3.17M1.71%+3,01113F-HR/ATimeline
Walkner Condon Financial Advisors LLC55,779$3.16M0.42%-6,57613F-HRTimeline
LexAurum Advisors, LLC55,564$3.15M0.41%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…54,927$3.11M0.88%-2913F-HRTimeline
Haverford Trust Co54,855$3.11M0.03%-3,97113F-HRTimeline
Fragasso Financial Advisors Inc53,412$3.03M0.18%-10,27413F-HRTimeline
Dakota Wealth Management53,365$3.02M0.07%-4,43413F-HR/ATimeline
EHRLICH FINANCIAL GROUP52,804$2.99M1.72%-3,29413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…52,800$2.99M0.51%-67,14213F-HRTimeline
Advisory Alpha, LLC52,784$2.99M0.08%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC52,346$2.97M0.22%+44,98113F-HRTimeline
Resonant Capital Advisors, LLC52,313$2.97M0.16%-131,28913F-HRTimeline
Interchange Capital Partners, LLC51,487$2.94M0.93%-9,59313F-HRTimeline
Cordgrass Capital Advisors, LLC51,848$2.94M0.69%+3,05413F-HRTimeline
Sage Capital Management, LLC51,780$2.94M1.38%+9,54713F-HRTimeline
CHAPIN DAVIS, INC.51,559$2.92M0.65%+4,54413F-HRTimeline
5T Wealth, LLC51,193$2.9M1.15%+2,37013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC51,016$2.89M0.52%+32,63413F-HR/ATimeline
CoreFirst Bank & Trust50,971$2.89M1.53%+3,48413F-HRTimeline
Arsenal Capital Advisors LLC50,970$2.89M2.1%+8,07513F-HRTimeline
Legacy Private Trust Co.50,892$2.88M0.18%-4,04013F-HRTimeline
FMA Wealth Management, LLC50,672$2.87M1.91%+69213F-HRTimeline
Golden State Wealth Management, LLC50,048$2.84M0.31%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC49,896$2.83M0.9%+3,57513F-HRTimeline
Goldstone Financial Group, LLC49,870$2.83M0.31%-95213F-HRTimeline
GILL CAPITAL PARTNERS, LLC49,627$2.81M0.81%-1,00413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC49,404$2.8M0.01%new13F-HRTimelineGroup
STAR Financial Bank49,316$2.8M1.32%-17,09613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…49,298$2.79M0.76%+4,52813F-HR/ATimeline
Riverbend Wealth Management, LLC49,229$2.79M1.74%+4,81313F-HRTimeline
Lifestyle Asset Management, Inc.49,031$2.78M0.91%+1,50413F-HRTimeline
Weil Company, Inc.48,854$2.77M0.62%+66613F-HRTimeline
Tyche Wealth Partners LLC48,741$2.76M0.43%+5,06913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners48,346$2.74M0.36%+23,82313F-HRTimelineGroup
Solutions 4 Wealth, Ltd48,103$2.73M4.1%+5,68713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT47,931$2.72M0.04%-13,42813F-HR/ATimeline
Oxinas Partners, LLC47,924$2.72M1.24%+4,16813F-HRTimeline
Caprock Group, LLC47,922$2.72M0.07%+2,18613F-HRTimeline
Pallas Capital Advisors LLC47,866$2.71M0.1%-2,89613F-HRTimeline
TrueWealth Advisors, LLC47,724$2.7M0.68%+15313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC47,018$2.66M0.18%-2,89713F-HRTimeline
Cedarwood Wealth LLC46,777$2.65M2.68%+8,69813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC46,531$2.64M0.21%-1,18913F-HRTimeline
Ring Mountain Capital, LLC46,312$2.62M1.44%+3,89313F-HRTimeline
RAHLFS CAPITAL, LLC46,197$2.62M1.92%013F-HRTimeline
Regal Investment Advisors LLC46,168$2.62M0.15%+36213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC46,054$2.61M2.19%-1,93713F-HRTimelineGroup
Bay Capital Advisors, LLC45,913$2.6M1.6%-1,64113F-HRTimeline
GFS Advisors, LLC45,680$2.59M0.33%-1,18013F-HR/ATimeline
Sachetta, LLC45,624$2.59M1.4%+1,16713F-HRTimeline
SlateStone Wealth, LLC45,350$2.57M0.21%-16,17613F-HRTimeline
Van Hulzen Asset Management, LLC45,146$2.56M0.19%+5,31013F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC45,091$2.56M0.73%+46813F-HRTimeline
Guardian Financial Partners, LLC45,068$2.55M1.08%-18213F-HRTimeline
True North Advisors, LLC44,983$2.55M0.29%+15813F-HRTimeline
Signal Advisors Wealth, LLC44,622$2.53M0.17%+10,04713F-HRTimeline
Collaborative Wealth Managment Inc.44,607$2.53M1.16%+28,00213F-HRTimeline
MCDONALD PARTNERS LLC44,550$2.53M0.6%+3,58813F-HRTimeline
Integras Partners LLC44,008$2.49M1.64%+1,84613F-HRTimeline
First PREMIER Bank43,957$2.49M0.58%-1,47013F-HRTimeline
Redmond Asset Management, LLC43,826$2.48M0.68%-2,36313F-HRTimeline
CoreCap Advisors, LLC43,736$2.48M0.08%+43113F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding43,842$2.48M+22,923Timeline
Heritage Wealth Management, Inc.43,667$2.48M1.23%+1,58613F-HRTimeline
Guilbault Capital LLC43,615$2.47M2.71%-3013F-HRTimeline
Invst, LLC43,503$2.47M0.28%+2,43513F-HRTimeline
Bell Bank43,491$2.47M0.1%+1,04413F-HRTimeline
Houlihan Financial Resource Group, Ltd.43,327$2.46M0.96%+2,24713F-HRTimeline
Ashton Thomas Private Wealth, LLC43,308$2.45M0.06%-1,56413F-HRTimeline
Sovereign Financial Group, Inc.43,057$2.44M0.42%+1,82413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC42,826$2.43M1.21%-9,91113F-HRTimeline
Avidian Wealth Enterprises, LLC42,822$2.43M0.08%+10,05413F-HRTimeline
Crewe Advisors LLC42,625$2.42M0.21%+4,21913F-HRTimeline
Cherry Tree Wealth Management, LLC41,859$2.37M0.5%-7,20513F-HRTimeline
Tempus Wealth Planning, LLC41,752$2.37M0.54%+38,11313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC40,930$2.37M0.13%-17,80713F-HR/ATimeline
Betterment LLC41,669$2.36M<0.01%+9,50613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP41,494$2.35M0.02%+2,07313F-HRTimelineGroup
HANCOCK WHITNEY CORP40,857$2.35M0.04%+5,33113F-HRTimeline
LGT Financial Advisors LLC40,625$2.3M11.8%+2,57713F-HRTimeline
Rockport Wealth LLC40,503$2.3M0.42%-27,48713F-HRTimeline
Anchor Capital Management Group Inc40,000$2.27M1.58%013F-HRTimeline
Purus Wealth Management, LLC39,869$2.26M0.72%-4,29913F-HRTimeline
LJI Wealth Management, LLC39,832$2.26M0.36%+8,56613F-HRTimeline
Triumph Capital Management39,746$2.25M0.46%+7,13013F-HRTimeline
Note Advisors, LLC39,289$2.23M1.11%+1,78813F-HRTimeline
Whipplewood Advisors, LLC39,043$2.21M1.15%-4,69213F-HRTimeline
JT Stratford LLC39,009$2.21M0.28%+32613F-HRTimeline
Blue Trust, Inc.38,916$2.21M0.03%+3,55713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,880$2.2M0.16%-12,07213F-HRTimeline
Galvin, Gaustad & Stein, LLC38,573$2.19M0.18%+5,99313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC38,415$2.18M0.91%-66,17813F-HRTimeline
Joel Isaacson & Co., LLC38,486$2.18M0.07%-6,40113F-HRTimeline
MIRAMONTES CAPITAL, LLC38,349$2.17M0.75%+34,19413F-HRTimeline
PMG Family Office LLC38,286$2.17M2.42%+2,01513F-HRTimeline
RESOLUTE CAPITAL, LLC38,101$2.16M0.87%+5,48113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT38,090$2.16M0.24%-2,90413F-HRTimeline
KERR FINANCIAL PLANNING Corp37,728$2.15M1.52%+3,05313F-HR/ATimeline
LITTLEJOHN FINANCIAL SERVICES, INC.38,001$2.15M1.62%-1,60613F-HRTimeline
Beaumont Financial Advisors, LLC37,927$2.15M0.15%-2,15513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC37,924$2.15M0.05%-613F-HRTimelineGroup
TFR Capital, LLC.37,842$2.14M0.66%-113F-HRTimeline
Helium Advisors LLC37,786$2.14M2.04%+3,83913F-HRTimeline
Carr Financial Group Corp37,706$2.14M0.56%+2,82513F-HRTimeline
BOK Financial Private Wealth, Inc.37,657$2.13M0.13%+20113F-HRTimeline
Acorns Advisers, LLC37,522$2.13M0.02%+4,93613F-HRTimeline
L & S Advisors Inc37,438$2.12M0.27%+20,75913F-HRTimeline
Newport Capital Group, LLC37,191$2.11M1.28%+13313F-HRTimeline
Frontier Asset Management, LLC37,047$2.1M0.44%-2,96113F-HRTimeline
Ruggiero Investments, Inc.37,006$2.1M2.03%+1,04213F-HRTimeline
Etesian Wealth Advisors, Inc.36,070$2.04M0.65%+67313F-HRTimeline
Avestar Capital, LLC35,993$2.04M0.14%-4913F-HRTimeline
Worth Asset Management, LLC35,946$2.04M0.76%+77413F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding35,881$2.03M+16,814Timeline
Fullerton Advisors, LLC35,804$2.03M2.1%-2,87913F-HRTimeline
J.Safra Asset Management Corp35,791$2.03M0.11%+1,49013F-HRTimeline
CROBAN35,791$2.03M0.95%+8113F-HRTimeline
FWG Holdings, LLC35,760$2.03M0.77%+10,02413F-HRTimeline
Sound Income Strategies, LLC35,609$2.01M0.1%+3,16013F-HRTimeline
WELLINGTON-ALTUS USA INC.35,519$2.01M1.18%+18,02413F-HRTimeline
SFE Investment Counsel35,302$2M0.32%-3,79913F-HRTimeline
LANARK FINANCIAL, INC.35,222$2M0.15%-25,16313F-HRTimeline
Greykasell Wealth Strategies, Inc.35,077$1.99M0.8%-2,07213F-HRTimeline
Red Mountain Financial, LLC34,996$1.98M1.87%+1,24713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.34,769$1.97M0.49%-1613F-HRTimeline
Triton Wealth Management, PLLC34,491$1.95M0.72%+3,81313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…34,338$1.95M0.31%+1,24413F-HRTimeline
Eaton Financial Holdings Company, LLC34,175$1.94M0.63%-235,12913F-HRTimeline
PDS Planning, Inc33,998$1.93M0.13%+74413F-HRTimeline
Cannon Wealth Management Services, LLC33,960$1.92M1.3%+13,54713F-HRTimeline
MEANS INVESTMENT CO., INC.33,915$1.92M0.17%-2,12613F-HRTimeline
Acorn Wealth Advisors, LLC33,908$1.92M0.56%-1,34613F-HRTimeline
MLP3, LLC33,902$1.92M2.12%-1,91013F-HRTimeline
Round Rock Advisors LLC33,895$1.92M0.29%-1,55213F-HRTimeline