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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
National Philanthropic Trust30,409$1.74M0.02%013F-HRTimeline
OPTIMA CAPITAL LLC30,285$1.73M0.84%-8,39113F-HRTimeline
HOURGLASS CAPITAL, LLC30,150$1.72M0.39%-12,00013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK29,885$1.71M0.86%013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.29,864$1.71M1.13%-1,13913F-HRTimeline
BKM Wealth Management, LLC29,481$1.68M0.62%-3,12813F-HRTimeline
ELCO Management Co., LLC29,400$1.68M0.88%-30013F-HRTimeline
Mainstream Capital Management LLC29,367$1.68M1.11%-5,34813F-HRTimeline
J.Safra Asset Management Corp29,205$1.67M0.1%+14,57813F-HRTimeline
Spinnaker Investment Group, LLC29,087$1.66M0.31%+1,27313F-HRTimeline
Intrua Financial, LLC28,896$1.65M0.19%-37,33513F-HRTimeline
Crewe Advisors LLC28,892$1.65M0.16%-6,89713F-HRTimeline
Post Resch Tallon Group Inc.28,755$1.64M1.45%+4313F-HRTimeline
Avidian Wealth Enterprises, LLC28,736$1.64M0.06%+1,01013F-HRTimeline
Park Edge Advisors, LLC28,391$1.62M0.37%+1,60913F-HRTimeline
Independent Advisor Alliance28,379$1.62M0.04%+2,22913F-HRTimeline
Acorns Advisers, LLC27,931$1.59M0.01%+5,59713F-HRTimeline
Americana Partners, LLC27,676$1.58M0.05%-277,21813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC27,400$1.56M<0.01%new13F-HRTimeline
Generation Capital Management LLC27,399$1.56M1.13%+3,29113F-HRTimeline
Coordinated Financial Services, Inc.27,153$1.55M0.99%-44513F-HRTimeline
Berger Financial Group, Inc27,151$1.55M0.09%+13,40713F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…26,967$1.54M0.33%+42413F-HRTimeline
LRI Investments, LLC26,924$1.54M0.13%+3,84713F-HRTimeline
Sloy Dahl & Holst, LLC26,651$1.52M0.16%+2,05113F-HRTimeline
Financial Partners Group, Inc26,617$1.52M0.19%-6,43913F-HRTimeline
Per Stirling Capital Management, LLC.26,565$1.52M0.18%-21313F-HRTimeline
Consolidated Portfolio Review Corp26,554$1.52M0.19%+5,37613F-HRTimeline
Coppell Advisory Solutions LLC26,564$1.51M0.16%+2,80913F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,402$1.51M0.44%-1,84813F-HRTimeline
Andina Capital Management, LLC26,382$1.51M0.85%+5,53313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC25,987$1.48M0.68%+3,13513F-HRTimeline
WEALTH ALLIANCE, LLC25,822$1.47M0.15%+4113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP25,564$1.46M0.07%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,560$1.46M0.02%013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.25,525$1.46M0.3%+11713F-HRTimeline
Kelly Financial Services LLC25,517$1.46M0.38%+4,55813F-HRTimeline
Solutions 4 Wealth, Ltd25,440$1.45M2.25%+6,41013F-HRTimeline
Innovative Wealth Building LLC25,379$1.45M1.13%+6,57313F-HRTimeline
Midwest Professional Planners, LTD.25,173$1.44M0.35%+27413F-HRTimeline
Decker Retirement Planning Inc.25,142$1.44M0.79%new13F-HRTimeline
Prosperitas Financial LLC25,097$1.43M0.59%+70013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,049$1.43M0.03%-2,17013F-HRTimeline
Signal Advisors Wealth, LLC25,001$1.43M0.13%-133,71413F-HRTimeline
Institute for Wealth Management, LLC.24,991$1.43M0.15%-64313F-HRTimeline
Meridian Wealth Management, LLC24,967$1.43M0.05%+1,66113F-HRTimeline
NOVEM GROUP24,949$1.42M0.17%+32213F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC24,685$1.41M0.72%+16,89613F-HRTimeline
D'Orazio & Associates, Inc.24,683$1.41M0.19%-4,48713F-HRTimeline
KERR FINANCIAL PLANNING Corp24,688$1.4M1.98%13F-HR/ATimeline
Gladstone Institutional Advisory LLC24,494$1.4M0.05%-14,56613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.24,247$1.38M0.46%-2,52613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding24,178$1.38M-22,964Timeline
Cypress Capital Management LLC (WY)24,063$1.37M1.27%-1,23013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC23,929$1.37M0.41%+4,48613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…23,753$1.36M0.87%-1,95013F-HRTimeline
Frank, Rimerman Advisors LLC23,700$1.35M0.09%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,645$1.35M0.88%013F-HRTimeline
BCGM Wealth Management, LLC23,563$1.35M0.35%-1,36613F-HRTimeline
Plotkin Financial Advisors, LLC23,492$1.34M0.66%-2,31913F-HRTimeline
HBK Sorce Advisory LLC23,298$1.32M0.03%+78813F-HR/ATimeline
BURLING WEALTH PARTNERS, LLC23,133$1.32M0.22%-23713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,023$1.31M<0.01%+2,23313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC23,017$1.31M0.94%-1,52113F-HRTimeline
PKS Advisory Services, LLC22,912$1.31M0.27%-1813F-HRTimeline
Columbia Bank22,916$1.3M0.36%new13F-HRTimeline
Pasadena Private Wealth, LLC22,820$1.3M0.19%+21513F-HRTimeline
RoundAngle Advisors LLC22,479$1.28M0.99%-11313F-HRTimeline
SevenBridge Financial Group, LLC22,275$1.28M0.21%-13,33013F-HRTimeline
LJI Wealth Management, LLC22,243$1.27M0.22%-2,00013F-HRTimeline
Millennium Capital Advisors, LLC22,186$1.27M0.77%+1,04713F-HRTimeline
XML Financial, LLC22,145$1.26M0.1%+1,70013F-HRTimeline
Cascades Capital Asset Management, LLC22,068$1.26M0.55%-2,16413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC21,999$1.26M0.02%-1,17613F-HRTimeline
Betterment LLC22,005$1.26M<0.01%+1,34513F-HRTimeline
Trueblood Wealth Management, LLC21,967$1.25M0.49%-24213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,950$1.25M0.08%-62,91213F-HRTimelineGroup
Sunbelt Securities, Inc.21,859$1.25M0.09%-9,93113F-HRTimeline
Murphy & Mullick Capital Management Corp21,833$1.24M0.92%+1,77313F-HRTimeline
Autumn Glory Partners, LLC21,736$1.24M0.51%+2,45013F-HRTimeline
First Heartland Consultants, Inc.21,701$1.24M0.1%-60413F-HRTimeline
Legacy Financial Strategies, LLC21,669$1.24M0.22%+15113F-HRTimeline
Leelyn Smith, LLC21,656$1.24M0.19%-3,80213F-HRTimeline
Maia Wealth LLC21,760$1.23M0.21%-16,57513F-HRTimeline
Bright Futures Wealth Management, LLC.21,568$1.23M0.96%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC21,484$1.23M0.93%-6313F-HRTimeline
Strategic Financial Concepts, LLC21,143$1.22M0.18%-28613F-HRTimeline
Boreal Capital Management LLC21,375$1.22M0.98%+1,03213F-HRTimeline
Code Waechter LLC21,235$1.21M0.79%-92113F-HRTimeline
CPA Asset Management Group, LLC21,109$1.21M0.46%-54413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC21,115$1.2M0.47%+2113F-HR/ATimelineGroup
BTS Asset Management, Inc.21,016$1.2M1.54%+11,35713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC20,870$1.19M0.01%+97513F-HRTimeline
Brown Miller Wealth Management, LLC20,790$1.19M0.34%+4,90713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.20,757$1.19M0.15%+5613F-HRTimeline
Mendel Capital Management LLC20,482$1.17M0.61%+47513F-HRTimeline
Sequoia Financial Advisors, LLC20,354$1.16M0.01%+2,12513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,344$1.16M0.08%new13F-HRTimeline
B & T Capital Management DBA Alpha Capi…20,333$1.16M0.18%+25413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,292$1.16M<0.01%+18513F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC20,130$1.15M0.06%+6,83013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,943$1.14M<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…19,789$1.13M0.58%+3,66413F-HRTimeline
Blue Chip Partners, LLC19,747$1.13M0.08%+3,39213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC19,645$1.12M0.34%-2,26513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC19,576$1.12M0.1%-1,18113F-HRTimelineGroup
Nordwand Advisors, LLC19,565$1.12M0.18%013F-HRTimeline
Beckerman Institutional, LLC19,547$1.12M0.66%-43713F-HRTimeline
Cannon Wealth Management Services, LLC19,536$1.12M0.84%-2,89413F-HRTimeline
FWG Holdings, LLC19,602$1.12M0.48%+35413F-HRTimeline
Tempus Wealth Planning, LLC19,489$1.11M0.26%+85013F-HRTimeline
COZAD ASSET MANAGEMENT INC19,481$1.11M0.09%+2,19113F-HRTimeline
Syntegra Private Wealth Group, LLC19,471$1.11M0.1%+27113F-HRTimeline
Bellwether Advisors, LLC19,393$1.11M0.18%013F-HRTimeline
Arrowroot Family Office, LLC19,066$1.09M0.43%+57013F-HRTimeline
VestGen Advisors, LLC19,061$1.09M0.04%-1,81113F-HRTimeline
UNIQUE WEALTH, LLC18,955$1.08M0.16%-7,83313F-HRTimeline
OMNI 360 Wealth, Inc.18,747$1.07M0.6%-55513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,728$1.07M0.02%+1,02013F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,725$1.07M0.08%+19413F-HRTimeline
Evolution Wealth Advisors, LLC18,657$1.07M0.14%-1,92013F-HRTimeline
Blue Trust, Inc.18,631$1.06M0.01%-26313F-HRTimeline
Marion Wealth Management18,273$1.04M0.25%+26013F-HRTimeline
Argyle Capital Partners, LLC18,259$1.04M0.75%+1,95113F-HRTimeline
Bluespring Wealth Management, LLC17,773$1.01M0.09%+1,05013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC17,423$995K0.44%new13F-HRTimeline
ERn Financial, LLC17,405$994K0.2%+23513F-HRTimeline
White Knight Strategic Wealth Advisors,…17,401$994K0.78%-1,52213F-HRTimeline
Westbourne Investment Advisors, Inc.17,400$994K0.28%new13F-HRTimeline
Advance Capital Management, Inc.17,394$993K0.04%-374,62213F-HRTimeline
Pointe Capital Management LLC17,340$990K0.48%-4,17113F-HRTimeline
Falcon Wealth Planning17,278$987K0.09%+3,55213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC17,074$975K0.18%+48813F-HRTimeline
Strategic Advisors LLC16,973$969K0.16%+6,27413F-HRTimeline
Aviance Capital Partners, LLC16,957$968K0.11%+4113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC16,947$966K0.02%+40113F-HRTimeline
Dakota Wealth Management16,892$965K0.02%013F-HR/ATimeline
Concorde Asset Management, LLC16,885$959K0.4%13F-HRTimeline
NVWM, LLC16,791$959K0.22%+5113F-HRTimeline
Diversified Portfolios, Inc.16,762$957K0.08%+65813F-HRTimeline
Tactive Advisors, LLC16,672$952K0.27%+51113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP16,694$949K0.16%-11,27713F-HRTimeline
Main Line Retirement Advisors, LLC16,580$947K0.49%+30413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC16,420$938K0.15%+5,09613F-HRTimeline
Jupiter Wealth Management LLC16,250$928K0.44%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.16,196$925K0.44%+3,81113F-HRTimeline
Marshall Financial Group, LLC16,076$918K0.18%-2,21913F-HRTimeline
Triton Wealth Management, PLLC16,099$915K0.35%-6,58113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC15,913$909K0.16%+2,46113F-HRTimeline
IAM Advisory, LLC15,905$908K0.2%-10913F-HRTimeline
Menard Financial Group LLC15,892$907K0.61%-1,12713F-HRTimeline
Tandem Financial, LLC15,788$902K0.34%-2,55513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,428$881K+3Timeline
Vestmark Advisory Solutions, Inc.15,362$877K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.15,286$873K0.59%+2,41913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC15,272$872K0.18%-16,16413F-HRTimeline
Foster Victor Wealth Advisors, LLC15,286$872K0.05%+4,01913F-HRTimeline
L & S Advisors Inc15,232$870K0.08%+48713F-HRTimeline
CGN Advisors LLC15,228$869K0.07%+4,83813F-HRTimeline
Compound Planning, Inc.15,212$869K0.03%+6,64613F-HRTimeline
INDEPENDENT INVESTORS INC15,211$869K0.17%-10413F-HRTimeline
Carnegie Lake Advisors LLC15,127$864K0.33%+13313F-HRTimeline
Tranquility Partners, LLC15,038$859K0.29%+22613F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,022$858K0.04%-2,17613F-HRTimeline
Axis Wealth Partners, LLC15,006$857K0.5%+1,86413F-HRTimeline
Bank of New Hampshire15,000$856K0.2%013F-HRTimeline
American Capital Advisory, LLC14,954$854K0.4%+4,85113F-HRTimeline
Skyline Advisors, Inc.14,713$840K0.29%+11713F-HRTimeline
DOVER ADVISORS, LLC14,597$833K0.33%-1,01413F-HRTimeline
Capstone Financial Advisors, Inc.14,533$830K0.04%+3,83313F-HRTimeline
Taylor & Morgan Wealth Management, LLC14,512$829K0.51%+42613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,450$825K0.57%+2,72713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,426$824K0.25%new13F-HRTimeline
GWN SECURITIES INC.14,416$823K0.19%+1,11713F-HRTimeline
Evercore Wealth Management, LLC14,334$818K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…14,278$815K0.21%+4,36513F-HRTimeline
Resolute Wealth Strategies, LLC14,187$810K0.37%-2,92713F-HRTimeline
Cyndeo Wealth Partners, LLC14,147$808K0.04%-4,14013F-HRTimeline
Fiduciary Group, LLC13,968$798K0.07%+1,93613F-HRTimeline
MRA Advisory Group13,952$797K0.35%-1,16913F-HRTimeline
Legacy Bridge, LLC13,897$794K0.33%-74913F-HRTimeline
Capital Advisors, Ltd. LLC13,871$792K0.09%-1,40413F-HRTimeline
OBSIDIAN CIO, LLC13,835$790K0.1%+1813F-HRTimeline
Monument Capital Management13,773$786K0.2%-1,57413F-HRTimeline
SANDERS MORRIS HARRIS LLC13,694$782K0.1%+4,20513F-HRTimeline
Bravias Capital Group, LLC13,607$777K0.52%-23,24313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,542$773K0.65%-2,39713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …13,490$770K0.13%-32,75413F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT13,465$769K0.22%+2,64613F-HRTimeline
Balboa Wealth Partners13,394$765K0.13%-43413F-HRTimeline
Arete Wealth Advisors, LLC13,284$758K0.05%+24513F-HRTimeline
Commonwealth Financial Services, LLC13,186$753K0.13%new13F-HRTimeline
Alliance Wealth Advisors, LLC13,128$750K0.37%+3813F-HRTimeline
Rockingstone Advisors LLC13,115$749K0.37%-22013F-HRTimeline
Cherry Creek Investment Advisors, Inc.13,063$746K0.32%-28013F-HRTimeline
Milestone Asset Management Group, LLC12,874$735K0.46%+86913F-HRTimeline
Madison Wealth Partners, Inc12,857$734K0.15%+47713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding12,846$734K+2,576Timeline
Independence Bank of Kentucky12,727$727K0.09%-6313F-HRTimeline
Fortis Group Advisors, LLC12,767$726K0.13%+88813F-HRTimeline