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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Nelson Capital Management, LLC30,130$1.72M0.3%-90213F-HRTimeline
ELCO Management Co., LLC29,800$1.7M0.94%013F-HRTimeline
PDS Planning, Inc29,703$1.7M0.14%+2,55313F-HRTimeline
Post Resch Tallon Group Inc.30,032$1.7M1.73%-82813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO29,636$1.69M0.03%+5,46013F-HRTimeline
Simplicity Wealth,LLC29,127$1.66M0.13%+14,94013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding28,944$1.65M-3,048Timeline
Plotkin Financial Advisors, LLC28,711$1.64M1.01%-2,00013F-HRTimeline
BOK Financial Private Wealth, Inc.28,703$1.64M0.12%+5,82713F-HRTimeline
Palacios Wealth Management, LLC14,392$1.64M1.22%+1,70913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.28,567$1.63M0.64%-1,33413F-HRTimeline
Coordinated Financial Services, Inc./CO28,486$1.63M1.25%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,451$1.62M0.77%+2,59413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…28,388$1.62M0.01%+2,36413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC28,196$1.61M0.07%+8,91213F-HRTimeline
WEALTH EFFECTS LLC28,183$1.61M0.68%-13,49013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,706$1.58M0.04%+3,48813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC27,685$1.58M0.37%+4,07013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,658$1.58M<0.01%-1,01513F-HRTimelineGroup
Norris Financial Group, LLC27,620$1.58M0.74%new13F-HRTimeline
Lokken Investment Group LLC27,350$1.56M0.66%+2,72713F-HRTimeline
Per Stirling Capital Management, LLC.27,348$1.56M0.22%+1,43213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC28,193$1.55M0.13%+2,43313F-HRTimeline
Sovereign Financial Group, Inc.27,109$1.55M0.36%+3,52513F-HRTimeline
Lifeworks Advisors, LLC27,043$1.55M0.26%+22,69813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP26,941$1.54M0.01%+1,16213F-HRTimelineGroup
Modus Advisors, LLC26,857$1.53M0.5%-94513F-HRTimeline
HBK Sorce Advisory LLC26,580$1.52M0.04%+3,50513F-HRTimeline
Cypress Capital Management LLC (WY)26,286$1.5M1.79%-52313F-HRTimeline
Note Advisors, LLC26,216$1.5M1.24%+2,80013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC25,953$1.48M1.34%-3,33813F-HRTimeline
Asset Allocation Strategies LLC25,750$1.47M0.37%+1,89713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…25,605$1.46M0.35%+4,15713F-HRTimeline
TFR Capital, LLC.25,562$1.46M0.61%+16,50313F-HRTimeline
Park Edge Advisors, LLC25,462$1.45M0.41%+2,38813F-HRTimeline
Wealth Dimensions Group, Ltd.25,416$1.45M0.35%+1,13513F-HRTimeline
Heritage Wealth Management, Inc.25,407$1.45M0.49%+3,41413F-HRTimeline
BURLING WEALTH PARTNERS, LLC25,062$1.43M0.3%-1,84413F-HRTimeline
Etesian Wealth Advisors, Inc.24,953$1.43M0.61%+2,94413F-HRTimeline
Bright Futures Wealth Management, LLC.27,030$1.42M1.56%-56013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC24,793$1.42M0.16%new13F-HRTimelineGroup
NOVEM GROUP24,781$1.42M0.2%+2,03213F-HRTimeline
Institute for Wealth Management, LLC.24,725$1.41M0.18%+16513F-HRTimeline
Leelyn Smith, LLC24,691$1.41M0.25%+83913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…24,614$1.41M0.59%+99413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC24,088$1.38M0.52%+2,05813F-HRTimeline
BCGM Wealth Management, LLC24,084$1.38M0.42%-24713F-HRTimeline
WEALTH ALLIANCE, LLC24,016$1.37M0.17%-81013F-HRTimeline
Delta Financial Group, Inc.23,701$1.37M0.31%+2,58013F-HRTimeline
Venturi Wealth Management, LLC23,630$1.35M0.07%+2,32113F-HRTimeline
Prosperitas Financial LLC23,304$1.33M0.69%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…23,289$1.33M0.9%+3,81713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,206$1.33M0.03%+2,63913F-HRTimeline
Paladin Advisory Group, LLC23,063$1.32M1.05%+1,18613F-HRTimeline
TOWNSQUARE CAPITAL LLC23,005$1.31M0.01%+11,41813F-HRTimeline
LGT Financial Advisors LLC22,928$1.31M4%+6,92513F-HRTimeline
Marshall Financial Group, LLC22,868$1.31M0.29%-91,70713F-HRTimeline
Aurdan Capital Management, LLC22,804$1.3M0.49%+10,34413F-HRTimeline
Strategic Financial Concepts, LLC22,787$1.3M0.24%+15913F-HRTimeline
WealthPlan Investment Management, LLC22,761$1.3M0.13%+1,89513F-HRTimeline
Main Line Retirement Advisors, LLC22,619$1.29M0.84%-1,69013F-HRTimeline
RoundAngle Advisors LLC22,528$1.29M1.18%+19613F-HRTimeline
Trueblood Wealth Management, LLC22,517$1.29M0.6%-1,48413F-HRTimeline
Generation Capital Management LLC22,421$1.28M1.15%+12,41513F-HRTimeline
ERn Financial, LLC22,084$1.26M0.2%+63313F-HRTimeline
First Heartland Consultants, Inc.22,063$1.26M0.13%-2,06813F-HRTimeline
Beckerman Institutional, LLC21,900$1.25M0.91%-2,06613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,790$1.25M0.01%-4,65913F-HRTimeline
Autumn Glory Partners, LLC21,736$1.24M0.62%+1,24013F-HRTimeline
Sloy Dahl & Holst, LLC21,705$1.24M0.22%+9,14513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,674$1.24M<0.01%-1,85113F-HRTimelineGroup
Chung Wu Investment Group, LLC21,532$1.23M1.47%-50013F-HRTimeline
LRI Investments, LLC21,507$1.23M0.12%-31513F-HRTimeline
Sequoia Financial Advisors, LLC21,503$1.23M0.01%+15,18513F-HRTimeline
Cannon Wealth Management Services, LLC22,006$1.23M1.09%+2,55413F-HRTimeline
Pointe Capital Management LLC21,412$1.22M0.72%-69313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC21,148$1.21M1.16%+40413F-HRTimeline
Aurora Private Wealth, Inc.21,008$1.2M0.96%-1,30113F-HR/ATimeline
Andina Capital Management, LLC20,796$1.19M0.85%-69013F-HRTimeline
Millennium Capital Advisors, LLC20,760$1.19M0.88%+1,31213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.20,635$1.18M0.16%-84813F-HRTimeline
Midwest Professional Planners, LTD.20,509$1.17M0.36%+1,02513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK20,435$1.17M0.66%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,393$1.17M<0.01%-184,32913F-HRTimelineGroup
Noble Wealth Management PBC20,280$1.16M0.79%-20,81113F-HRTimeline
KKM Financial LLC20,094$1.15M0.49%+1,12513F-HRTimeline
B & T Capital Management DBA Alpha Capi…20,078$1.15M0.22%+3513F-HRTimeline
Meridian Wealth Management, LLC20,067$1.15M0.06%+92613F-HRTimeline
Pasadena Private Wealth, LLC19,985$1.14M0.22%new13F-HRTimeline
OBSIDIAN CIO, LLC19,979$1.14M0.19%+97213F-HRTimeline
NOVUS ADVISORS, LLC19,947$1.14M1.15%+27413F-HRTimeline
Mendel Capital Management LLC19,934$1.14M0.69%+2013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,703$1.13M0.31%+53313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC19,672$1.12M0.63%+113F-HRTimeline
Nordwand Advisors, LLC19,565$1.12M0.42%-3,48513F-HRTimeline
Thrive Capital Management, LLC19,555$1.12M0.67%-34,10813F-HRTimeline
Bellwether Advisors, LLC19,393$1.11M0.23%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC19,334$1.1M0.98%+6,11213F-HRTimeline
Kelly Financial Services LLC19,327$1.1M0.38%-13,25813F-HRTimeline
AllSquare Wealth Management LLC19,324$1.1M0.66%+75613F-HRTimeline
Marion Wealth Management19,307$1.1M0.29%+68413F-HRTimeline
Compound Planning, Inc.19,222$1.1M0.05%+1413F-HRTimeline
CPA Asset Management Group, LLC19,193$1.1M0.48%+5,57813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,162$1.09M0.01%-1,45113F-HR/ATimelineGroup
Mission Financial Group, LLC19,307$1.09M1.01%13F-HRTimeline
VestGen Advisors, LLC19,078$1.09M0.05%13F-HRTimeline
FWG Holdings, LLC19,654$1.09M0.53%+1,88413F-HRTimeline
LJI Wealth Management, LLC18,987$1.08M0.22%+3,48013F-HRTimeline
Williams & Novak Wealth Management, LLC19,108$1.08M1.06%+6,37413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC18,971$1.08M0.1%+4,79913F-HRTimelineGroup
Blue Trust, Inc.18,878$1.08M0.01%+1113F-HRTimeline
Frank, Rimerman Advisors LLC18,751$1.07M0.08%+8,64313F-HRTimeline
OMNI 360 Wealth, Inc.18,646$1.07M0.71%+42913F-HR/ATimeline
Tempus Wealth Planning, LLC18,639$1.07M0.32%+8,55013F-HRTimeline
Waterloo Capital, L.P.18,619$1.06M0.1%-76,27513F-HRTimeline
Total Clarity Wealth Management, Inc.18,384$1.06M0.35%013F-HRTimeline
Sunbelt Securities, Inc.18,399$1.05M0.09%-13,39113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC18,291$1.05M0.34%-1,63413F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,288$1.04M0.1%+41713F-HRTimeline
Cyndeo Wealth Partners, LLC18,186$1.04M0.07%013F-HRTimeline
HANCOCK WHITNEY CORP18,134$1.04M0.03%+10,91713F-HRTimeline
BCS Wealth Management18,025$1.03M0.26%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC17,962$1.03M0.1%+73413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.17,850$1.02M0.01%-2,76413F-HRTimelineGroup
Innovative Wealth Building LLC17,753$1.01M0.93%+10,42013F-HRTimeline
Lewis Asset Management, LLC17,642$1.01M0.83%+2,17813F-HRTimeline
Tandem Financial, LLC17,612$1.01M1.1%+4,54813F-HRTimeline
Aviance Capital Partners, LLC17,575$1M0.14%+36813F-HRTimeline
Syntegra Private Wealth Group, LLC17,538$1M0.12%-70913F-HRTimeline
Main Street Financial Solutions, LLC17,369$992K0.09%-19,60813F-HRTimeline
Nautilus Advisors LLC17,319$990K0.82%+61313F-HRTimeline
Dakota Wealth Management17,127$979K0.02%-8813F-HRTimeline
DOVER ADVISORS, LLC17,097$977K0.43%-3,95813F-HRTimeline
LongView Wealth Management17,087$976K0.29%+6,88513F-HRTimeline
Bryn Mawr Trust Advisors, LLC16,957$969K0.06%-26013F-HRTimeline
XML Financial, LLC16,900$966K0.09%+10,35013F-HRTimeline
American Trust16,857$963K0.24%-70,44113F-HRTimeline
Compass Ion Advisors, LLC16,791$959K0.11%-2,05013F-HRTimeline
Resolute Wealth Strategies, LLC16,781$959K0.54%-60613F-HRTimeline
Menard Financial Group LLC17,250$955K0.63%-60313F-HRTimeline
NVWM, LLC16,695$954K0.25%+30113F-HRTimeline
GeoWealth Management, LLC16,693$954K0.04%-4,24913F-HRTimeline
Legacy Bridge, LLC16,668$952K0.53%-82613F-HRTimeline
INDEPENDENT INVESTORS INC16,665$952K0.2%+2,24513F-HRTimeline
White Knight Strategic Wealth Advisors,…16,406$937K0.86%-3,75413F-HRTimeline
IAM Advisory, LLC16,386$936K0.24%+1,34513F-HRTimeline
JT Stratford LLC16,372$935K0.17%+2,23113F-HRTimeline
Monument Capital Management16,303$932K0.29%-2,34113F-HRTimeline
Reyes Financial Architecture, Inc.16,181$925K0.68%-3,37813F-HRTimeline
Blue Chip Partners, LLC16,163$924K0.08%-40213F-HRTimeline
Acorns Advisers, LLC16,138$922K0.01%+3,12513F-HRTimeline
Tyche Wealth Partners LLC16,121$921K0.2%+9,86013F-HRTimeline
Bluespring Wealth Management, LLC16,118$921K0.09%+23713F-HRTimeline
Independent Advisor Alliance16,113$921K0.03%+2,85713F-HRTimeline
Detalus Advisors, LLC16,051$917K0.29%-4,33213F-HRTimeline
Jupiter Wealth Management LLC16,250$915K0.55%013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,906$909K0.14%+8,30313F-HRTimeline
Lineweaver Wealth Advisors, LLC15,634$893K0.15%-7613F-HRTimeline
Alpha Financial Partners LLC15,610$892K0.72%+3,55013F-HRTimeline
Argyle Capital Partners, LLC15,607$892K0.76%-23513F-HRTimeline
Solutions 4 Wealth, Ltd15,441$882K1.56%+18313F-HRTimeline
Camelot Portfolios, LLC15,178$867K0.54%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,143$865K0.05%-54,03913F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,073$861K0.11%+1,13513F-HRTimeline
Cooper Capital Advisors LLC15,021$858K0.92%-2,11513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,000$857K0.05%13F-HRTimeline
Bank of New Hampshire15,000$857K0.22%-67513F-HRTimeline
Brown Miller Wealth Management, LLC14,964$855K0.3%+2,58513F-HRTimeline
Beck Bode, LLC14,951$854K0.16%-3,15813F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding14,920$853K+2Timeline
Cascades Capital Asset Management, LLC14,892$851K0.46%+5,73913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,830$847K<0.01%new13F-HR/ATimelineGroup
Cherry Creek Investment Advisors, Inc.14,796$845K0.44%+1213F-HRTimeline
Tranquility Partners, LLC14,653$837K0.32%+1,03413F-HRTimeline
FLOYD FINANCIAL GROUP LLC14,634$836K0.76%+1,47613F-HRTimeline
Perkins Coie Trust Co14,485$828K0.19%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,415$824K0.17%new13F-HRTimeline
STAR Financial Bank14,404$823K0.6%-47913F-HRTimeline
Taylor & Morgan Wealth Management, LLC14,400$823K0.62%-1,86513F-HRTimeline
Skyline Advisors, Inc.14,395$823K0.32%+3,03913F-HRTimeline
L & S Advisors Inc14,384$822K0.1%-44113F-HRTimeline
THOMPSON DAVIS & CO., INC.14,359$820K0.65%+1,00913F-HRTimeline
Rockingstone Advisors LLC14,335$819K0.37%-67013F-HRTimeline
Murphy & Mullick Capital Management Corp14,323$818K0.79%+2,86913F-HRTimeline
MRA Advisory Group14,322$818K0.44%+13413F-HRTimeline
Darden Wealth Group Inc14,250$814K0.63%+10013F-HRTimeline
Capital Planning LLC14,187$811K0.23%+4,46713F-HRTimeline
Castle Rock Wealth Management, LLC14,285$810K0.22%-66413F-HRTimeline
Diversified Portfolios, Inc.14,107$806K0.08%+24913F-HRTimeline
Navis Wealth Advisors, LLC14,087$805K0.79%-8,05613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,973$798K0.39%+35913F-HRTimeline
Grandview Asset Management LLC13,795$788K0.3%+1013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC13,768$787K0.19%-1,63813F-HR/ATimeline
Indie Asset Partners, LLC13,765$787K0.68%-36313F-HRTimeline
Annex Advisory Services, LLC13,700$783K0.02%-2,16813F-HRTimeline
Columbia Asset Management13,634$779K0.16%013F-HRTimeline
Betterment LLC13,512$772K<0.01%-1,59213F-HRTimeline
WEST BANCORPORATION INC13,485$771K0.52%-24013F-HRTimeline
Smallwood Wealth Investment Management,…13,148$751K0.47%+1,39513F-HRTimeline
Souders Financial Advisors13,074$747K0.1%+17913F-HRTimeline