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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,400 managers (1,417 13F filers) reported a position in JEPI shares at 2026-06-30, 321,868,241 shares in all. 104 filers opened a position and 94 filers sold out during the quarter.

Managers
1,400
13F filers
1,417
New
104
Added
672
Reduced
493
Sold out
94
Shares held by filers
321,868,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SFE Investment Counsel33,076$1.87M0.26%-2,22613F-HRTimeline
Round Rock Advisors LLC33,020$1.86M0.24%-87513F-HRTimeline
Somerset Trust Co32,765$1.85M0.52%-52113F-HRTimeline
Modus Advisors, LLC32,674$1.85M0.46%+1,12013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC32,670$1.85M0.02%+5,22313F-HRTimeline
Spartan Wealth Advisory Services LLC32,607$1.84M0.15%-1,08413F-HRTimeline
IFG Advisory, LLC32,559$1.84M0.06%+28,55913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,531$1.84M0.1%-95613F-HRTimeline
Nordwand Advisors, LLC32,240$1.82M0.28%013F-HRTimeline
Grant Private Wealth Management Inc31,946$1.8M0.76%+1,57313F-HRTimeline
Sequoia Financial Advisors, LLC31,720$1.79M0.01%+40913F-HRTimeline
MEANS INVESTMENT CO., INC.31,644$1.79M0.14%-2,27113F-HRTimeline
SlateStone Wealth, LLC31,350$1.77M0.14%-14,00013F-HRTimeline
GTS SECURITIES LLC31,349$1.77M0.04%new13F-HRTimeline
Wealth Watch Advisors, INC31,306$1.77M0.57%+12,26513F-HRTimeline
Spinnaker Investment Group, LLC31,102$1.76M0.28%-17213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.30,864$1.74M0.63%+60013F-HRTimeline
Dynasty Wealth Management, LLC30,829$1.74M0.01%+8,24513F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD30,565$1.73M0.23%-2,49213F-HRTimeline
HBK Sorce Advisory LLC29,963$1.72M0.03%+60813F-HRTimeline
Post Resch Tallon Group Inc.30,477$1.72M1.19%+2,38513F-HRTimeline
Richmond Investment Services, LLC30,378$1.72M0.54%+20,35813F-HRTimeline
Carr Financial Group Corp30,066$1.7M0.39%-7,64013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK29,885$1.69M0.78%013F-HRTimeline
FIRST HORIZON CORP29,818$1.68M0.06%013F-HRTimeline
Mayflower Financial Advisors, LLC29,190$1.65M0.14%-1,37413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,082$1.64M0.1%-9,79813F-HRTimeline
RMR Wealth Builders28,972$1.64M0.1%new13F-HRTimeline
Markowski Investments28,886$1.63M0.36%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC28,712$1.62M0.02%+1,23513F-HRTimeline
Prosperitas Financial LLC28,691$1.62M0.52%+2,17313F-HRTimeline
Matisse Capital28,323$1.6M0.64%+2,88013F-HRTimeline
New Insight Wealth Advisors28,229$1.59M0.47%+8,56813F-HRTimeline
Main Line Retirement Advisors, LLC28,215$1.59M0.73%+4,39813F-HRTimeline
Stirlingshire Investments, Inc.28,174$1.59M1.18%-10813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners28,159$1.59M0.18%-20,18713F-HRTimelineGroup
GC Wealth Management RIA, LLC28,152$1.59M0.09%013F-HRTimeline
Sloy Dahl & Holst, LLC27,917$1.58M0.19%+1,09013F-HRTimeline
Tradewinds, LLC.2,191$1.58M0.37%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC27,788$1.57M<0.01%+2,79113F-HRTimelineGroup
Signature Equity Partners, LLC27,618$1.56M0.72%+23,71413F-HRTimeline
Modern Wealth Management, LLC27,586$1.56M0.02%-45,73013F-HRTimeline
Per Stirling Capital Management, LLC.27,521$1.55M0.15%-1,02813F-HRTimeline
DB&C Advisors, LLC27,384$1.55M1.67%+47513F-HRTimeline
WEALTH ALLIANCE, LLC27,341$1.54M0.13%+2,12813F-HRTimeline
Strategic Wealth Advisors LLC26,891$1.54M1.32%+22513F-HRTimeline
Retirement Planning Group, LLC27,227$1.54M0.04%-98113F-HRTimeline
Generation Capital Management LLC27,101$1.53M0.94%-79613F-HRTimeline
Frederick Financial Consultants, LLC27,050$1.53M0.65%+1,52913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC26,887$1.52M0.56%+51013F-HRTimeline
Paradigm Capital Management, LLC/NV26,725$1.51M1.3%new13F-HRTimeline
CHANNEL WEALTH LLC26,666$1.51M0.34%+9,65313F-HRTimeline
BKM Wealth Management, LLC26,434$1.49M0.53%-4,12913F-HRTimeline
PKS Advisory Services, LLC26,136$1.48M0.24%+1,17313F-HRTimeline
BTS Asset Management, Inc.25,958$1.47M3.09%+4,90313F-HRTimeline
XML Financial, LLC25,710$1.45M0.11%-4,90013F-HRTimeline
Smallwood Wealth Investment Management,…25,631$1.45M0.63%+3,13313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,560$1.44M0.02%013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…25,555$1.44M0.49%-6,47613F-HRTimeline
NOVEM GROUP25,358$1.43M0.15%-21113F-HRTimeline
CASCADE INVESTMENT GROUP, INC.25,323$1.43M0.8%-66513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25,302$1.43M0.59%+24,27213F-HRTimelineGroup
Independent Advisor Alliance25,288$1.43M0.03%-140,01213F-HRTimeline
Meridian Wealth Management, LLC25,250$1.43M0.04%-1,39313F-HRTimeline
WELLINGTON-ALTUS USA INC.24,907$1.41M1.01%-10,61213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,745$1.4M0.06%-5,78013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC24,570$1.39M0.01%+7,99613F-HRTimeline
Sovran Advisors, LLC24,209$1.38M0.1%+8,39913F-HRTimeline
Plan Group Financial, LLC24,314$1.37M0.28%+8,07313F-HRTimeline
Paradigm, Strategies in Wealth Manageme…24,243$1.37M0.83%+59113F-HRTimeline
Boreal Capital Management LLC24,214$1.37M1.02%013F-HRTimeline
Orgel Wealth Management, LLC24,209$1.37M0.03%+11,56913F-HRTimeline
Brown Miller Wealth Management, LLC24,079$1.36M0.34%+85213F-HRTimeline
Murphy & Mullick Capital Management Corp24,051$1.36M0.84%+83913F-HRTimeline
Raab & Moskowitz Asset Management LLC23,990$1.35M0.27%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,929$1.35M0.09%-2,40413F-HRTimeline
Independence Asset Advisors, LLC23,867$1.35M0.35%+2,40713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,800$1.34M0.55%+3513F-HRTimeline
GWN SECURITIES INC.23,724$1.34M0.22%-17313F-HRTimeline
Pacific Park Financial, Inc.23,718$1.34M0.78%+94613F-HRTimeline
Ascension Capital Advisors, Inc.23,653$1.34M0.38%+8513F-HRTimeline
Plotkin Financial Advisors, LLC23,562$1.33M0.55%-74213F-HRTimeline
Flagship Private Wealth, LLC23,519$1.33M0.47%new13F-HRTimeline
SMITH, MOORE & CO.23,375$1.32M0.09%-45613F-HRTimeline
Bay Rivers Group23,360$1.32M0.45%+3,00613F-HRTimeline
Cyndeo Wealth Partners, LLC23,242$1.31M0.06%-3,70413F-HRTimeline
Verity Asset Management, Inc.23,197$1.31M0.5%-15213F-HRTimeline
Clear Creek Financial Management, LLC23,064$1.3M0.08%+2,98613F-HRTimeline
D'Orazio & Associates, Inc.22,850$1.29M0.15%-40613F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC22,730$1.29M0.43%+80913F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC22,797$1.29M0.08%+19213F-HRTimeline
TUDOR INVESTMENT CORP ET AL22,754$1.29M0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,658$1.28M0.01%+1,84313F-HRTimelineGroup
Fortis Capital Advisors, LLC22,573$1.27M0.14%-2,22413F-HRTimeline
Bravias Capital Group, LLC22,536$1.27M0.76%+52613F-HRTimeline
Milestone Asset Management Group, LLC22,503$1.27M0.64%+53313F-HRTimeline
Jacobs Equity LLC22,450$1.27M0.88%new13F-HRTimeline
Trueblood Wealth Management, LLC22,395$1.26M0.44%+39513F-HRTimeline
CPC Advisors, LLC22,261$1.26M0.17%-5,52113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC22,220$1.25M0.14%+2,95713F-HRTimeline
Strategic Advisors LLC22,173$1.25M0.27%+26013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC22,160$1.25M0.13%013F-HRTimeline
Pasadena Private Wealth, LLC22,094$1.25M0.16%+1,10413F-HRTimeline
Wealth Dimensions Group, Ltd.22,074$1.25M0.22%+18313F-HRTimeline
Falcon Wealth Planning22,008$1.24M0.08%-17913F-HRTimeline
Meridian Financial Advisors, LLC21,988$1.24M0.6%+1,11313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC21,942$1.24M0.43%-1,99013F-HRTimeline
Code Waechter LLC21,912$1.24M0.64%-10613F-HRTimeline
LRI Investments, LLC21,655$1.22M0.1%-1,47213F-HRTimeline
Elevation Wealth Management LLC21,542$1.22M0.91%-1,79813F-HRTimeline
Armor Investment Advisors, LLC21,509$1.21M0.39%-5,62713F-HRTimeline
BURLING WEALTH PARTNERS, LLC21,367$1.21M0.18%+1,85013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC21,314$1.2M0.01%-3,70913F-HRTimeline
Berger Financial Group, Inc21,293$1.2M0.06%-1,54613F-HRTimeline
Sun Financial Inc20,713$1.19M0.56%-54213F-HRTimeline
AMERIFLEX GROUP, INC.20,770$1.17M0.48%+75713F-HRTimeline
CPWA, LLC20,642$1.17M1.35%+63713F-HRTimeline
Mendel Capital Management LLC20,484$1.16M0.52%+56613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,447$1.15M<0.01%+11,26913F-HR/ATimelineGroup
Platform Technology Partners20,414$1.15M0.19%+2,40613F-HRTimeline
Frank, Rimerman Advisors LLC20,363$1.15M0.07%-2,88513F-HRTimeline
Argyle Capital Partners, LLC20,298$1.15M0.72%+3,03613F-HRTimeline
Cassaday & Co Wealth Management LLC20,200$1.14M0.02%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.20,190$1.14M0.55%+2,88513F-HRTimeline
Gladstone Institutional Advisory LLC20,182$1.14M0.04%+2,99513F-HRTimeline
Capasso Planning Partners LLC20,129$1.14M0.57%-62413F-HRTimeline
Blue Chip Partners, LLC20,068$1.13M0.07%+69713F-HRTimeline
Pegasus Asset Management, Inc.20,057$1.13M0.32%+6,73613F-HRTimeline
Teucrium Investment Advisors, LLC20,112$1.13M1%-2,54013F-HRTimeline
Madison Wealth Partners, Inc19,971$1.13M0.14%+4,26713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.19,891$1.12M0.32%-1,22913F-HRTimeline
B & T Capital Management DBA Alpha Capi…19,889$1.12M0.15%+34613F-HRTimeline
OpenArc Corporate Advisory, LLC19,808$1.12M0.01%+8,36913F-HRTimeline
Bellwether Advisors, LLC19,393$1.1M0.16%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC19,243$1.09M0.6%+7,43213F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC19,182$1.08M0.66%+29713F-HRTimeline
Westbourne Investment Advisors, Inc.19,100$1.08M0.3%+50013F-HRTimeline
Maia Wealth LLC18,984$1.07M0.16%-2,23713F-HRTimeline
Axis Wealth Partners, LLC18,851$1.06M0.51%+1,65013F-HRTimeline
Syntegra Private Wealth Group, LLC18,723$1.06M0.08%-37713F-HRTimeline
Allied Private Wealth LLC18,693$1.06M0.68%13F-HRTimeline
Mission Financial Group, LLC18,635$1.05M0.87%13F-HRTimeline
ERn Financial, LLC18,446$1.04M0.17%+41213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC18,420$1.04M0.41%+52913F-HRTimeline
Beckerman Institutional, LLC18,335$1.04M0.49%-4113F-HRTimeline
First Heartland Consultants, Inc.18,276$1.03M0.07%+83313F-HRTimeline
Soundwatch Capital LLC18,000$1.02M0.11%+1,31713F-HRTimeline
Aviance Capital Partners, LLC17,789$1M0.1%-7413F-HRTimeline
Strategic Family Wealth Counselors, L.L…17,774$1M0.23%+1,00613F-HRTimeline
Millennium Capital Advisors, LLC17,594$994K0.54%-4,87013F-HRTimeline
CGN Advisors LLC17,576$993K0.07%-89113F-HRTimeline
Portfolio Strategies, Inc.17,556$992K0.1%-1113F-HRTimeline
Greenwich Wealth Management LLC17,518$989K0.04%-1,58613F-HRTimeline
XY Planning Network, Inc.17,343$980K0.12%+1,25213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,308$978K0.06%-2,22713F-HRTimelineGroup
Stonebridge Financial Planning Group, L…17,135$968K0.31%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,070$964K0.04%+6,14013F-HRTimelineGroup
Private Wealth Partners, LLC17,002$960K0.07%-4,63613F-HRTimeline
Park Place Capital Corp16,794$949K0.15%+6,02513F-HRTimeline
Perennial Investment Advisors, LLC16,727$945K0.06%+9,57213F-HRTimeline
GFS Advisors, LLC45,680$943K0.14%013F-HR/ATimeline
IMA Advisory Services, Inc.16,617$939K0.06%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,574$936K0.07%+17013F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.16,460$930K0.76%+2,21613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,459$930K<0.01%-10,92813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…16,385$925K0.02%-12,65213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16,384$925K0.64%-34413F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP16,374$925K0.17%+1,26213F-HR/ATimeline
BLUEDOOR PRIVATE WEALTH, LLC16,369$925K0.39%+75513F-HRTimeline
CHILTON INVESTMENT CO INC.16,327$922K0.02%-48613F-HRTimeline
MRA Advisory Group16,313$921K0.33%+2113F-HRTimeline
Tactive Advisors, LLC16,277$919K0.23%+48713F-HRTimeline
Jupiter Wealth Management LLC16,250$918K0.37%013F-HRTimeline
OMNI 360 Wealth, Inc.16,235$917K0.42%013F-HRTimeline
IAM Advisory, LLC16,229$917K0.18%+78313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC16,105$916K0.02%-2,89613F-HRTimeline
Atlantic Private Wealth, LLC16,206$915K0.56%013F-HRTimeline
Arrowroot Family Office, LLC16,130$911K0.26%-8,82313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …16,073$908K0.13%-3,67813F-HRTimelineGroup
Keating Financial Advisory Services, In…16,008$904K0.12%+1,05713F-HRTimeline
Alliance Wealth Advisors, LLC /UT15,867$896K0.17%-82,01413F-HRTimeline
PRIVATE TRUST CO NA15,735$889K0.07%+4,33513F-HRTimeline
Cascades Capital Asset Management, LLC15,682$886K0.33%+1,10513F-HRTimeline
Encompass More Asset Management15,610$882K0.13%+2,06013F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP15,500$875K0.52%013F-HRTimeline
Tranquility Partners, LLC15,447$872K0.3%+14413F-HRTimeline
Advyzon Investment Management, LLC15,367$868K0.06%-7,08013F-HRTimeline
Marion Wealth Management15,366$868K0.18%-92213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC15,337$866K0.51%-2,47613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.15,226$860K0.21%-6413F-HRTimeline
Compound Planning, Inc.15,212$859K0.02%+65713F-HRTimeline
Dana Investment Advisors, Inc.15,189$858K0.02%+2,36313F-HRTimeline
Strategic Financial Concepts, LLC15,154$856K0.25%+10513F-HRTimeline
BIP Wealth, LLC15,146$855K0.02%-1,08713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC14,936$854K0.1%13F-HRTimeline
Alliance Wealth Advisors, LLC15,013$848K0.34%+24213F-HRTimeline
Balboa Wealth Partners14,986$846K0.12%+2,19913F-HRTimeline
CORA CAPITAL ADVISORS LLC14,849$839K0.24%+4,15113F-HRTimeline
Carnegie Lake Advisors LLC14,787$835K0.31%013F-HRTimeline
Capstone Financial Advisors, Inc.14,739$832K0.04%+23813F-HRTimeline