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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WealthPlan Investment Management, LLC32,461$1.85M0.13%+9,70013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.32,449$1.84M0.87%-3,15013F-HRTimeline
Somerset Trust Co32,271$1.83M0.6%+33313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC32,252$1.83M1.73%-65913F-HRTimeline
Wealthspire Advisors, LLC32,201$1.83M0.01%+24,92813F-HRTimeline
Sunbelt Securities, Inc.31,790$1.83M0.16%+13,39113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC32,107$1.83M0.14%-7,06713F-HRTimeline
Mayflower Financial Advisors, LLC31,834$1.81M0.25%-83613F-HRTimeline
Red Mountain Financial, LLC31,798$1.81M2.01%+10413F-HR/ATimeline
AMERIFLEX GROUP, INC.31,940$1.8M0.95%-22,33513F-HRTimeline
Sovereign Financial Group, Inc.31,504$1.79M0.37%+4,39513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC31,436$1.79M0.39%+3,75113F-HRTimeline
HANCOCK WHITNEY CORP31,420$1.79M0.03%+13,28613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.31,003$1.76M1.23%+29113F-HRTimeline
Brookwood Investment Group LLC30,694$1.74M0.28%-7,13713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…30,465$1.73M0.6%+5,85113F-HRTimeline
National Philanthropic Trust30,409$1.73M0.02%013F-HRTimeline
Nelson Capital Management, LLC30,357$1.73M0.23%+22713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…30,323$1.72M0.01%+1,93513F-HRTimelineGroup
PDS Planning, Inc30,243$1.72M0.13%+54013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK29,885$1.7M0.93%+9,45013F-HRTimeline
ELCO Management Co., LLC29,700$1.69M0.88%-10013F-HRTimeline
TFR Capital, LLC.29,404$1.67M0.61%+3,84213F-HR/ATimeline
D'Orazio & Associates, Inc.29,170$1.66M0.23%-31,37313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC29,110$1.65M0.13%+91713F-HRTimeline
Post Resch Tallon Group Inc.28,712$1.63M1.57%-1,32013F-HRTimeline
Note Advisors, LLC28,443$1.62M1.12%+2,22713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV28,250$1.61M0.51%-7,21813F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP27,971$1.59M0.27%+13,58313F-HRTimeline
Modus Advisors, LLC27,900$1.59M0.47%+1,04313F-HRTimeline
Spinnaker Investment Group, LLC27,814$1.58M0.37%-9,64913F-HRTimeline
Avidian Wealth Enterprises, LLC27,726$1.58M0.06%-47013F-HRTimeline
Coordinated Financial Services, Inc.27,598$1.57M1.09%13F-HRTimeline
Simplicity Wealth,LLC27,567$1.57M0.07%-1,56013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,328$1.55M<0.01%-33013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC27,219$1.55M0.03%-108,24813F-HRTimeline
BOK Financial Private Wealth, Inc.26,874$1.53M0.1%-1,82913F-HRTimeline
UNIQUE WEALTH, LLC26,788$1.52M0.25%-6,83613F-HRTimeline
Park Edge Advisors, LLC26,782$1.52M0.39%+1,32013F-HRTimeline
Per Stirling Capital Management, LLC.26,778$1.52M0.2%-57013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.26,773$1.52M0.54%-1,79413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…26,543$1.51M0.34%+93813F-HRTimeline
WEALTH EFFECTS LLC26,511$1.51M0.56%-1,67213F-HRTimeline
GAMMA Investing LLC26,414$1.5M0.09%-104,15113F-HRTimeline
Joel Isaacson & Co., LLC26,231$1.49M0.06%-7,27013F-HRTimeline
Independent Advisor Alliance26,150$1.49M0.04%+10,03713F-HRTimeline
Plotkin Financial Advisors, LLC25,811$1.47M0.81%-2,90013F-HRTimeline
WEALTH ALLIANCE, LLC25,781$1.47M0.16%+1,76513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…25,703$1.46M0.96%+2,41413F-HRTimeline
Institute for Wealth Management, LLC.25,634$1.46M0.16%+90913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,560$1.45M0.02%new13F-HRTimelineGroup
LongView Wealth Management25,508$1.45M0.44%+8,42113F-HRTimeline
Leelyn Smith, LLC25,458$1.45M0.24%+76713F-HRTimeline
Wealth Dimensions Group, Ltd.25,408$1.44M0.32%-813F-HRTimeline
Cypress Capital Management LLC (WY)25,293$1.44M1.56%-99313F-HRTimeline
GeoWealth Management, LLC25,005$1.42M0.06%+8,31213F-HRTimeline
BCGM Wealth Management, LLC24,929$1.42M0.4%+84513F-HRTimeline
Midwest Professional Planners, LTD.24,899$1.42M0.37%+4,39013F-HRTimeline
NOVEM GROUP24,627$1.4M0.18%-15413F-HRTimeline
Sloy Dahl & Holst, LLC24,600$1.4M0.19%+2,89513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC24,538$1.4M1.13%-1,41513F-HRTimeline
Prosperitas Financial LLC24,397$1.39M0.65%+1,09313F-HRTimeline
LJI Wealth Management, LLC24,243$1.38M0.24%+5,25613F-HRTimeline
Cascades Capital Asset Management, LLC24,232$1.38M0.71%+9,34013F-HRTimeline
Generation Capital Management LLC24,108$1.37M1.08%+1,68713F-HRTimeline
Frank, Rimerman Advisors LLC23,700$1.35M0.09%+4,94913F-HRTimeline
Coppell Advisory Solutions LLC23,755$1.35M0.16%new13F-HR/ATimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,645$1.34M0.94%+13,80013F-HRTimeline
BURLING WEALTH PARTNERS, LLC23,370$1.33M0.25%-1,69213F-HRTimeline
Meridian Wealth Management, LLC23,306$1.32M0.06%+3,23913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,253$1.32M0.02%+5,40313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC23,175$1.32M0.02%-3113F-HRTimeline
LRI Investments, LLC23,077$1.31M0.11%+1,57013F-HRTimeline
PKS Advisory Services, LLC22,930$1.3M0.33%-9,52613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC22,852$1.3M0.66%+3,18013F-HRTimeline
Triton Wealth Management, PLLC22,680$1.3M0.55%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP22,739$1.29M0.03%-4,96713F-HRTimeline
Pasadena Private Wealth, LLC22,605$1.29M0.22%+2,62013F-HRTimeline
RoundAngle Advisors LLC22,592$1.28M1.07%+6413F-HRTimeline
HBK Sorce Advisory LLC22,510$1.28M0.03%-4,07013F-HRTimeline
Cannon Wealth Management Services, LLC22,430$1.28M1.04%+42413F-HRTimeline
Acorns Advisers, LLC22,334$1.27M0.01%+6,19613F-HRTimeline
First Heartland Consultants, Inc.22,305$1.27M0.11%+24213F-HRTimeline
Paladin Advisory Group, LLC22,215$1.26M0.96%-84813F-HRTimeline
Trueblood Wealth Management, LLC22,209$1.26M0.53%-30813F-HRTimeline
Code Waechter LLC22,156$1.26M0.9%+11,58813F-HRTimeline
Williams & Novak Wealth Management, LLC22,033$1.25M1.07%+2,92513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC21,910$1.25M0.41%-2,17813F-HRTimeline
CPA Asset Management Group, LLC21,653$1.23M0.52%+2,46013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC21,547$1.22M1.01%+2,21313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC21,518$1.22M<0.01%-8,82713F-HRTimelineGroup
Legacy Financial Strategies, LLC21,518$1.22M0.24%-12,39613F-HRTimeline
Pointe Capital Management LLC21,511$1.22M0.63%+9913F-HRTimeline
Strategic Financial Concepts, LLC21,429$1.22M0.17%-1,35813F-HRTimeline
Consolidated Portfolio Review Corp21,178$1.2M0.17%+8,60413F-HRTimeline
Millennium Capital Advisors, LLC21,139$1.2M0.8%+37913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,094$1.2M0.54%+14,02013F-HRTimelineGroup
Kelly Financial Services LLC20,959$1.19M0.35%+1,63213F-HRTimeline
VestGen Advisors, LLC20,872$1.19M0.05%+1,79413F-HRTimeline
Andina Capital Management, LLC20,849$1.19M0.83%+5313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,790$1.18M<0.01%-88413F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC20,757$1.18M0.11%+1,78613F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.20,701$1.18M0.15%+6613F-HRTimeline
Betterment LLC20,660$1.18M<0.01%+7,14813F-HRTimeline
Evolution Wealth Advisors, LLC20,577$1.17M0.17%-37,88113F-HRTimeline
XML Financial, LLC20,445$1.16M0.1%+3,54513F-HRTimeline
Yukon Wealth Management, Inc.20,348$1.16M0.41%new13F-HRTimeline
Boreal Capital Management LLC20,343$1.16M0.96%13F-HRTimeline
Alpha Financial Partners LLC20,273$1.15M0.83%+4,66313F-HRTimeline
Aurora Private Wealth, Inc.20,221$1.15M0.85%-78713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,107$1.14M<0.01%-28613F-HRTimelineGroup
B & T Capital Management DBA Alpha Capi…20,079$1.14M0.2%+113F-HRTimeline
Mendel Capital Management LLC20,007$1.14M0.65%+7313F-HRTimeline
Murphy & Mullick Capital Management Corp20,060$1.14M0.92%+5,73713F-HRTimeline
Beckerman Institutional, LLC19,984$1.14M0.75%-1,91613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,943$1.13M<0.01%-245,27113F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC19,895$1.13M0.01%-1,89513F-HRTimeline
CoreCap Advisors, LLC19,663$1.12M0.05%+11,99513F-HRTimeline
Nordwand Advisors, LLC19,565$1.11M0.18%013F-HRTimeline
Clearstead Trust, LLC19,495$1.11M0.21%+12,00813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC19,443$1.11M0.35%+1,15213F-HRTimeline
Bellwether Advisors, LLC19,393$1.1M0.19%013F-HRTimeline
OMNI 360 Wealth, Inc.19,302$1.1M0.68%+65613F-HR/ATimeline
Autumn Glory Partners, LLC19,286$1.1M0.51%-2,45013F-HRTimeline
Syntegra Private Wealth Group, LLC19,200$1.09M0.11%+1,66213F-HRTimeline
FWG Holdings, LLC19,248$1.08M0.51%-40613F-HRTimeline
Solutions 4 Wealth, Ltd19,030$1.08M1.8%+3,58913F-HRTimeline
White Knight Strategic Wealth Advisors,…18,923$1.08M0.92%+2,51713F-HRTimeline
Blue Trust, Inc.18,894$1.07M0.01%+1613F-HRTimeline
Innovative Wealth Building LLC18,806$1.07M0.89%+1,05313F-HRTimeline
Tempus Wealth Planning, LLC18,639$1.06M0.26%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,531$1.05M0.09%+24313F-HRTimeline
Arrowroot Family Office, LLC18,496$1.05M0.47%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,390$1.04M<0.01%new13F-HRTimelineGroup
Tandem Financial, LLC18,343$1.04M0.98%+73113F-HRTimeline
Cyndeo Wealth Partners, LLC18,287$1.04M0.06%+10113F-HRTimeline
Marshall Financial Group, LLC18,295$1.04M0.2%-4,57313F-HRTimeline
Sequoia Financial Advisors, LLC18,229$1.04M0.01%-3,27413F-HRTimeline
Marion Wealth Management18,013$1.02M0.26%-1,29413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,708$1.01M0.02%-11,92813F-HRTimeline
BRIGHTON JONES LLC17,422$990K0.03%+10,14613F-HRTimeline
COZAD ASSET MANAGEMENT INC17,290$983K0.09%-67213F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC17,198$978K0.05%+24113F-HRTimeline
ERn Financial, LLC17,170$976K0.21%-4,91413F-HRTimeline
Resolute Wealth Strategies, LLC17,114$973K0.52%+33313F-HRTimeline
Invst, LLC17,110$973K0.12%+5,02913F-HRTimeline
Menard Financial Group LLC17,019$968K0.57%-23113F-HRTimeline
Aviance Capital Partners, LLC16,916$962K0.13%-65913F-HRTimeline
Dakota Wealth Management16,892$960K0.02%-23513F-HRTimeline
NVWM, LLC16,740$952K0.23%+4513F-HRTimeline
Bluespring Wealth Management, LLC16,723$951K0.09%+60513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC16,586$943K0.19%+2,17113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC16,546$940K0.02%+15,04213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC16,412$933K0.23%-3,29113F-HRTimeline
Blue Chip Partners, LLC16,355$930K0.08%+19213F-HRTimeline
Argyle Capital Partners, LLC16,308$927K0.76%+70113F-HRTimeline
Main Line Retirement Advisors, LLC16,276$925K0.53%-6,34313F-HRTimeline
Jupiter Wealth Management LLC16,250$921K0.47%013F-HRTimeline
Tactive Advisors, LLC16,161$919K0.3%13F-HRTimeline
Smallwood Wealth Investment Management,…16,125$917K0.52%+2,97713F-HRTimeline
Diversified Portfolios, Inc.16,104$915K0.09%+1,99713F-HRTimeline
IAM Advisory, LLC16,014$910K0.22%-37213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC15,939$906K0.83%-5,20913F-HRTimeline
Brown Miller Wealth Management, LLC15,883$903K0.28%+91913F-HRTimeline
Lineweaver Wealth Advisors, LLC15,733$894K0.14%+9913F-HRTimeline
Camelot Portfolios, LLC15,714$893K0.54%+53613F-HRTimeline
DOVER ADVISORS, LLC15,611$887K0.39%-1,48613F-HRTimeline
Independence Asset Advisors, LLC15,517$880K0.55%+5,94913F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,425$877K+505Timeline
Monument Capital Management15,347$872K0.23%-95613F-HRTimeline
INDEPENDENT INVESTORS INC15,315$871K0.19%-1,35013F-HRTimeline
Capital Advisors, Ltd. LLC15,275$868K0.11%+20213F-HRTimeline
MRA Advisory Group15,121$860K0.4%+79913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…15,000$853K0.05%013F-HRTimeline
Bank of New Hampshire15,000$853K0.21%013F-HRTimeline
Carnegie Lake Advisors LLC14,994$852K0.34%+5,77413F-HRTimeline
Grandview Asset Management LLC14,976$851K0.27%+1,18113F-HRTimeline
Cooper Capital Advisors LLC14,871$845K0.82%-15013F-HRTimeline
Tranquility Partners, LLC14,812$842K0.3%+15913F-HRTimeline
L & S Advisors Inc14,745$838K0.08%+36113F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC14,697$836K0.18%+92913F-HR/ATimeline
Legacy Bridge, LLC14,646$833K0.4%-2,02213F-HRTimeline
J.Safra Asset Management Corp14,627$832K0.06%new13F-HR/ATimeline
Skyline Advisors, Inc.14,596$830K0.31%+20113F-HRTimeline
JT Stratford LLC14,581$829K0.13%-1,79113F-HRTimeline
Evercore Wealth Management, LLC14,334$815K0.01%+5,00013F-HRTimeline
Latitude Advisors, LLC14,311$814K0.41%+2,15113F-HRTimeline
KKM Financial LLC14,262$811K0.28%-5,83213F-HRTimeline
Arax Advisory Partners14,204$807K0.04%+12,59113F-HRTimeline
WESBANCO BANK INC14,194$807K0.02%+6,84513F-HRTimeline
Taylor & Morgan Wealth Management, LLC14,086$801K0.54%-31413F-HRTimeline
BCS Wealth Management13,858$788K0.17%-4,16713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,839$787K0.26%+1,74813F-HR/ATimeline
Harbor Asset Planning, Inc.13,839$787K0.75%13F-HRTimeline
Balboa Wealth Partners13,828$786K0.16%+1,45113F-HRTimeline
OBSIDIAN CIO, LLC13,817$785K0.11%-6,16213F-HRTimeline
Advisor Resource Council13,771$783K0.38%-1,05113F-HRTimeline
Berger Financial Group, Inc13,744$781K0.05%+5,37413F-HRTimeline
Falcon Wealth Planning13,726$780K0.08%+4,97213F-HRTimeline
Annex Advisory Services, LLC13,701$779K0.02%+113F-HRTimeline