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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Transform Wealth, LLC26,887$1.56M0.09%+17,60613F-HRTimeline
BG Investment Services, LLC27,034$1.56M1.57%13F-HRTimeline
Cypress Capital Management LLC (WY)26,809$1.55M1.78%-2,47713F-HRTimeline
Coordinated Financial Services, Inc.26,932$1.55M1.21%13F-HRTimeline
BURLING WEALTH PARTNERS, LLC26,906$1.55M0.32%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,650$1.53M0.05%new13F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC26,449$1.52M0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC26,399$1.52M0.12%+17,83213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…26,024$1.5M0.01%+1,33313F-HRTimelineGroup
Per Stirling Capital Management, LLC.25,916$1.49M0.21%+4,86713F-HRTimeline
Investor's Fiduciary Advisor Network, L…25,857$1.49M0.57%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP25,779$1.48M0.01%+5,94413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC25,760$1.48M0.13%+3,83813F-HRTimeline
True North Advisors, LLC25,353$1.46M0.34%new13F-HRTimeline
WINNACLE WEALTH LLC25,176$1.45M1.43%13F-HRTimeline
WEALTH ALLIANCE, LLC24,826$1.43M0.17%+5,79213F-HRTimeline
Lokken Investment Group LLC24,623$1.42M0.61%+3,42013F-HRTimeline
Institute for Wealth Management, LLC.24,560$1.41M0.18%+1,24313F-HRTimeline
Asset Allocation Strategies LLC23,853$1.41M0.34%+7,19913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…24,350$1.4M0.28%+10,56913F-HRTimeline
BCGM Wealth Management, LLC24,331$1.4M0.44%+90713F-HRTimeline
Main Line Retirement Advisors, LLC24,309$1.4M0.92%+2,38813F-HRTimeline
Wealth Dimensions Group, Ltd.24,281$1.4M0.34%-713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP24,218$1.39M0.03%+1,00613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO24,176$1.39M0.03%+7,06413F-HRTimeline
First Heartland Consultants, Inc.24,131$1.39M0.14%-1,29713F-HRTimeline
Trueblood Wealth Management, LLC24,001$1.38M0.68%+4113F-HRTimeline
Beckerman Institutional, LLC23,966$1.38M1.1%+25813F-HRTimeline
Leelyn Smith, LLC23,852$1.37M0.24%+5,25513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…23,620$1.37M0.38%+2,29213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC23,615$1.37M0.34%+3,68613F-HRTimeline
Sovereign Financial Group, Inc.23,584$1.36M0.31%+1,54913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV23,573$1.36M0.32%+13,90313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,525$1.35M<0.01%+2,10713F-HRTimelineGroup
Note Advisors, LLC23,416$1.35M1.19%13F-HRTimeline
Chronos Wealth Management, LLC23,415$1.35M0.69%-13613F-HRTimeline
Valmark Advisers, Inc.23,319$1.34M0.02%+1,69213F-HRTimeline
HBK Sorce Advisory LLC23,075$1.33M0.04%-1,72413F-HRTimeline
Park Edge Advisors, LLC23,074$1.33M0.39%+2,65813F-HRTimeline
Nordwand Advisors, LLC23,050$1.33M0.55%013F-HRTimeline
BOK Financial Private Wealth, Inc.22,876$1.33M0.1%-3,04313F-HRTimeline
Spinnaker Investment Group, LLC22,926$1.32M0.32%+3,14813F-HRTimeline
NOVEM GROUP22,749$1.31M0.19%13F-HRTimeline
Strategic Financial Concepts, LLC22,628$1.3M0.25%-5,68213F-HR/ATimeline
Campbell Deegan Wealth Management, LLC22,604$1.3M1.56%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…22,363$1.29M0.03%+15713F-HRTimelineGroup
RoundAngle Advisors LLC22,332$1.28M1.22%13F-HRTimeline
Aurora Private Wealth, Inc.22,309$1.28M0.96%-4,16613F-HRTimeline
Navis Wealth Advisors, LLC22,143$1.27M1.39%013F-HRTimeline
Pointe Capital Management LLC22,105$1.27M0.73%+59013F-HR/ATimeline
Chung Wu Investment Group, LLC22,032$1.27M1.28%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC22,030$1.27M0.41%+3,47313F-HRTimeline
Haverford Trust Co22,029$1.27M0.01%+6,84713F-HRTimeline
Etesian Wealth Advisors, Inc.22,009$1.27M0.56%+2,44613F-HRTimeline
Heritage Wealth Management, Inc.21,993$1.27M0.42%+2,97913F-HRTimeline
Paladin Advisory Group, LLC21,877$1.26M0.96%-1813F-HRTimeline
LRI Investments, LLC21,822$1.26M0.12%+11713F-HRTimeline
CHAPIN DAVIS, INC.21,012$1.25M0.41%013F-HRTimeline
Andina Capital Management, LLC21,486$1.24M1.01%+1,61013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.21,483$1.24M0.17%+6513F-HRTimeline
Smith Anglin Financial, LLC21,482$1.24M0.12%+3,83613F-HRTimeline
ERn Financial, LLC21,451$1.23M0.19%+47113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…21,448$1.23M0.3%+3,80913F-HRTimeline
Sound Income Strategies, LLC21,314$1.23M0.08%+13813F-HRTimeline
Venturi Wealth Management, LLC21,309$1.23M0.06%+5,06013F-HRTimeline
Delta Financial Group, Inc.21,121$1.22M0.28%+8,66213F-HRTimeline
DOVER ADVISORS, LLC21,055$1.21M0.69%-45313F-HRTimeline
GeoWealth Management, LLC20,942$1.2M0.04%-4,17013F-HRTimeline
WealthPlan Investment Management, LLC20,866$1.2M0.12%+2,40413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC20,744$1.19M1.13%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.20,614$1.19M0.02%+3,25313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC20,613$1.19M0.01%+16,98913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC20,567$1.18M0.03%+30013F-HRTimeline
Autumn Glory Partners, LLC20,496$1.18M0.58%-8,77613F-HRTimeline
Detalus Advisors, LLC20,383$1.17M0.39%-29813F-HRTimeline
White Knight Strategic Wealth Advisors,…20,160$1.16M0.49%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…20,043$1.15M0.21%-15013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC19,925$1.15M0.12%+1,53113F-HRTimeline
Mendel Capital Management LLC19,914$1.15M0.69%-1,55013F-HRTimeline
GWN SECURITIES INC.19,306$1.14M0.3%13F-HRTimeline
Cannon Wealth Management Services, LLC19,452$1.14M0.98%+3,82513F-HRTimeline
NOVUS ADVISORS, LLC19,673$1.13M1.13%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,671$1.13M0.61%+2,36113F-HRTimeline
Reyes Financial Architecture, Inc.19,559$1.13M0.88%13F-HRTimeline
Midwest Professional Planners, LTD.19,484$1.12M0.33%-11,05213F-HRTimeline
Paradigm, Strategies in Wealth Manageme…19,472$1.12M0.74%+7,51113F-HRTimeline
Millennium Capital Advisors, LLC19,448$1.12M0.76%+4,73913F-HRTimeline
Bellwether Advisors, LLC19,393$1.12M0.2%013F-HRTimeline
Avidian Wealth Enterprises, LLC19,284$1.11M0.05%+5,66813F-HRTimeline
Compound Planning, Inc.19,208$1.11M0.06%-4,62413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,170$1.1M0.3%+5,29813F-HRTimeline
Meridian Wealth Management, LLC19,141$1.1M0.05%+1,94513F-HRTimeline
OBSIDIAN CIO, LLC19,007$1.09M0.2%013F-HRTimeline
KKM Financial LLC18,969$1.09M0.45%+4,03413F-HRTimeline
Blue Trust, Inc.18,867$1.09M0.01%+15,49913F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI18,860$1.09M0.06%-20013F-HRTimeline
Compass Ion Advisors, LLC18,841$1.08M0.13%-14013F-HRTimeline
Monument Capital Management18,644$1.07M0.3%+43213F-HRTimeline
Marion Wealth Management18,623$1.07M0.28%+30213F-HRTimeline
AllSquare Wealth Management LLC18,568$1.07M0.61%+1,41813F-HRTimeline
Total Clarity Wealth Management, Inc.18,384$1.06M0.34%-53413F-HRTimeline
Legacy Financial Strategies, LLC18,355$1.06M0.23%+2,04113F-HRTimeline
Syntegra Private Wealth Group, LLC18,247$1.05M0.12%+1113F-HRTimeline
OMNI 360 Wealth, Inc.18,217$1.05M0.7%-1,56213F-HR/ATimeline
Cyndeo Wealth Partners, LLC18,186$1.05M0.07%-12413F-HRTimeline
Beck Bode, LLC18,109$1.04M0.19%-6,91813F-HRTimeline
FWG Holdings, LLC17,770$1.04M0.5%-4,78413F-HRTimeline
CARDIFF PARK ADVISORS, LLC17,871$1.03M0.1%+1,20713F-HRTimeline
Menard Financial Group LLC17,853$1.03M0.62%-7213F-HRTimeline
Foster Victor Wealth Advisors, LLC17,517$1.02M0.08%-3513F-HRTimeline
AlphaStar Capital Management, LLC17,702$1.02M0.11%+11,82613F-HRTimeline
Legacy Bridge, LLC17,494$1.01M0.52%+113F-HRTimeline
Resolute Wealth Strategies, LLC17,387$1M0.51%-1,89513F-HRTimeline
COZAD ASSET MANAGEMENT INC17,228$991K0.09%+40713F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,217$990K0.05%-1,59413F-HR/ATimeline
Dakota Wealth Management17,215$990K0.02%-8,57313F-HRTimeline
Aviance Capital Partners, LLC17,207$990K0.14%-10713F-HRTimeline
Cooper Capital Advisors LLC17,136$986K1.02%13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC16,986$977K0.56%-34113F-HRTimeline
Nautilus Advisors LLC16,706$961K0.77%13F-HRTimeline
Blue Chip Partners, LLC16,565$953K0.08%-17413F-HRTimeline
ORG Partners LLC16,441$948K0.13%-3,30913F-HRTimeline
NVWM, LLC16,394$943K0.24%+1,52213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP16,445$942K0.17%-97613F-HRTimeline
Capital Market Strategies LLC16,330$939K0.54%+49613F-HRTimeline
Taylor & Morgan Wealth Management, LLC16,265$936K0.66%-3,39913F-HRTimeline
Jupiter Wealth Management LLC16,250$935K0.47%-36,43213F-HRTimeline
LGT Financial Advisors LLC16,003$921K2.04%+21613F-HRTimeline
Bluespring Wealth Management, LLC15,881$920K0.09%+31813F-HRTimeline
Auour Investments LLC15,543$917K0.32%-2,76713F-HRTimeline
Annex Advisory Services, LLC15,868$913K0.03%+2,19913F-HRTimeline
Argyle Capital Partners, LLC15,842$911K0.78%13F-HRTimeline
Lineweaver Wealth Advisors, LLC15,710$904K0.17%-53513F-HRTimeline
Arrowroot Family Office, LLC15,676$902K0.47%+1,37913F-HRTimeline
Bank of New Hampshire15,675$902K0.23%+4,90013F-HRTimeline
Sepio Capital, LP15,675$902K0.07%-10513F-HRTimeline
LJI Wealth Management, LLC15,507$892K0.18%-13,36313F-HRTimeline
Lewis Asset Management, LLC15,464$890K0.68%-4213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC15,406$886K0.25%+5,90213F-HRTimeline
Castle Rock Wealth Management, LLC14,949$885K0.21%-2,64113F-HRTimeline
Solutions 4 Wealth, Ltd15,258$878K1.59%+28713F-HRTimeline
Betterment LLC15,104$869K<0.01%+8,12513F-HRTimeline
IAM Advisory, LLC15,041$865K0.22%+12313F-HRTimeline
Rockingstone Advisors LLC15,005$863K0.38%-15013F-HRTimeline
Zions Bancorporation, N.A.15,000$863K0.05%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding14,918$858K+2Timeline
STAR Financial Bank14,883$856K0.62%+5,08513F-HRTimeline
L & S Advisors Inc14,825$853K0.09%+1,56813F-HRTimeline
Cherry Creek Investment Advisors, Inc.14,784$851K0.42%+28713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC14,725$847K0.07%-65013F-HRTimeline
INDEPENDENT INVESTORS INC14,420$830K0.16%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,172$821K0.07%+93913F-HRTimelineGroup
MRA Advisory Group14,188$816K0.43%+1,46413F-HRTimeline
Simplicity Wealth,LLC14,187$816K0.17%-84813F-HRTimeline
Darden Wealth Group Inc14,150$814K0.55%+1,35013F-HRTimeline
JT Stratford LLC14,141$814K0.13%-5,74813F-HRTimeline
Indie Asset Partners, LLC14,128$813K0.64%+27013F-HRTimeline
Capital Advisors, Ltd. LLC13,938$802K0.1%+4,12713F-HRTimeline
Tranquility Partners, LLC13,619$797K0.3%-1,29413F-HRTimeline
Diversified Portfolios, Inc.13,858$797K0.09%+38813F-HRTimeline
Grandview Asset Management LLC13,785$793K0.29%+5,65513F-HRTimeline
WEST BANCORPORATION INC13,725$790K0.52%013F-HRTimeline
Columbia Asset Management13,634$784K0.15%-10513F-HRTimeline
CPA Asset Management Group, LLC13,615$783K0.36%-41213F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,614$783K0.44%13F-HRTimeline
THOMPSON DAVIS & CO., INC.13,350$768K0.49%+4,20013F-HRTimeline
Independence Bank of Kentucky13,290$765K0.12%013F-HRTimeline
Independent Advisor Alliance13,256$763K0.01%-1,30713F-HRTimeline
CATHY PARETO & ASSOCIATES, INC13,222$761K0.7%13F-HRTimeline
Tradewinds, LLC.12,863$760K0.21%+1,49913F-HRTimeline
Joel Isaacson & Co., LLC13,156$757K0.03%013F-HRTimeline
Tandem Financial, LLC13,064$757K0.8%13F-HRTimeline
FLOYD FINANCIAL GROUP LLC13,158$751K0.62%13F-HRTimeline
Acorns Advisers, LLC13,013$749K0.01%+4,60513F-HRTimeline
Souders Financial Advisors12,895$742K0.1%-3,07213F-HRTimeline
Palacios Wealth Management, LLC12,683$737K0.8%13F-HRTimeline
Activest Wealth Management12,766$734K0.21%+1,87913F-HRTimeline
Coign Capital Advisors LLC12,749$733K0.68%13F-HRTimeline
Williams & Novak Wealth Management, LLC12,734$733K0.71%+3,44013F-HRTimeline
Tyler-Stone Wealth Management12,724$732K0.13%013F-HRTimeline
Marcum Wealth, LLC12,677$729K0.06%+60713F-HRTimeline
Alliance Wealth Advisors, LLC12,609$725K0.42%+14413F-HRTimeline
Sloy Dahl & Holst, LLC12,560$723K0.09%+8,41013F-HRTimeline
Aurdan Capital Management, LLC12,460$717K0.28%13F-HRTimeline
Leo Wealth, LLC12,444$716K0.06%+10113F-HRTimeline
Brown Miller Wealth Management, LLC12,379$712K0.27%+2,30313F-HRTimeline
NAPA WEALTH MANAGEMENT12,347$710K0.31%+8,40213F-HRTimeline
Mascoma Wealth Management LLC12,287$707K0.18%-1,14613F-HRTimeline
Pine Valley Investments Ltd Liability Co12,140$701K0.05%+5,40113F-HRTimeline
American Money Management, LLC12,078$695K0.14%+94913F-HRTimeline
Alpha Financial Partners LLC12,060$694K0.55%-47,59313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,963$688K0.14%+2,92513F-HRTimeline
Quadcap Wealth Management, LLC11,948$687K0.1%+1,90413F-HRTimeline
Wilmington Savings Fund Society, FSB11,870$683K0.01%-17513F-HRTimeline
Spahn Wealth & Retirement LLC11,810$679K0.45%13F-HRTimeline
Accel Wealth Management11,802$679K0.26%-1,79213F-HRTimeline
Smallwood Wealth Investment Management,…11,753$676K0.47%+1,96513F-HRTimeline
Consolidated Portfolio Review Corp11,673$672K0.11%+8,12113F-HRTimeline
Caprock Group, LLC11,563$670K0.02%-1,06413F-HRTimeline
TOWNSQUARE CAPITAL LLC11,587$667K0.01%-53713F-HRTimeline