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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,373 managers (1,391 13F filers) reported a position in JEPI shares at 2025-12-31, 316,534,976 shares in all. 93 filers opened a position and 83 filers sold out during the quarter.

Managers
1,373
13F filers
1,391
New
93
Added
589
Reduced
494
Sold out
83
Shares held by filers
316,534,976

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Investor's Fiduciary Advisor Network, L…32,702$1.87M0.4%-3,52813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD32,665$1.87M0.27%13F-HRTimeline
RESOLUTE CAPITAL, LLC32,620$1.87M0.78%13F-HRTimeline
Triumph Capital Management32,616$1.87M0.4%-1,50713F-HRTimeline
Acorns Advisers, LLC32,586$1.86M0.01%+4,65513F-HRTimeline
Galvin, Gaustad & Stein, LLC32,580$1.86M0.15%-4,33113F-HRTimeline
Columbia Bank32,515$1.86M0.52%+9,59913F-HRTimeline
Somerset Trust Co32,211$1.84M0.56%+6713F-HRTimeline
Betterment LLC32,163$1.84M<0.01%+10,15813F-HRTimeline
Pacific Park Financial, Inc.32,143$1.84M1.15%13F-HRTimeline
CPC Advisors, LLC32,135$1.84M0.19%-38313F-HRTimeline
HB Wealth Management, LLC32,091$1.84M0.01%-18,52813F-HRTimeline
San Luis Wealth Advisors LLC32,068$1.84M0.31%-18,88513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC32,041$1.83M0.12%-38,43313F-HR/ATimeline
Lifeworks Advisors, LLC31,873$1.82M0.24%-20,70513F-HRTimeline
Modus Advisors, LLC31,614$1.81M0.48%+10413F-HRTimeline
WEALTH EFFECTS LLC31,606$1.81M0.57%+17313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.31,514$1.8M0.76%-33513F-HRTimeline
Nelson Capital Management, LLC31,310$1.79M0.21%-5,49113F-HRTimeline
LJI Wealth Management, LLC31,266$1.79M0.27%+9,02313F-HRTimeline
Triton Wealth Management, PLLC30,678$1.79M0.67%+14,57913F-HRTimeline
Armor Investment Advisors, LLC30,994$1.77M0.65%-75,81813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…30,960$1.77M0.52%-1,71213F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding30,855$1.77M-43,770Timeline
BKM Wealth Management, LLC30,510$1.75M0.64%+1,02913F-HRTimeline
National Philanthropic Trust30,409$1.74M0.02%013F-HRTimeline
Coppell Advisory Solutions LLC29,996$1.74M0.17%+3,43213F-HRTimeline
Mayflower Financial Advisors, LLC30,355$1.74M0.21%-1,01613F-HRTimeline
Kelly Financial Services LLC30,225$1.73M0.43%+4,70813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…30,167$1.73M0.36%+3,20013F-HRTimeline
Grant Private Wealth Management Inc30,121$1.72M1.04%-2,10313F-HRTimeline
QP WEALTH MANAGEMENT, LLC30,017$1.72M1.51%13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK29,885$1.71M0.84%013F-HRTimeline
Bridgewealth Advisory Group, LLC29,735$1.7M0.38%-81,64413F-HRTimeline
Generation Capital Management LLC29,632$1.7M1.1%+2,23313F-HRTimeline
Spinnaker Investment Group, LLC29,161$1.67M0.3%+7413F-HRTimeline
Post Resch Tallon Group Inc.29,142$1.67M1.41%+38713F-HRTimeline
Edge Financial Advisors LLC29,109$1.67M0.7%+16,50213F-HRTimeline
ELCO Management Co., LLC29,000$1.66M1.05%-40013F-HRTimeline
Nolet Wealth Management, LLC28,669$1.64M0.91%13F-HR/ATimeline
Mainstream Capital Management LLC28,649$1.64M1.07%-71813F-HRTimeline
Midwest Professional Planners, LTD.28,542$1.63M0.39%+3,36913F-HRTimeline
GC Wealth Management RIA, LLC28,152$1.61M0.06%new13F-HRTimeline
Per Stirling Capital Management, LLC.27,971$1.6M0.18%+1,40613F-HRTimeline
Berger Financial Group, Inc27,791$1.59M0.09%+64013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,711$1.59M<0.01%-3,25613F-HRTimelineGroup
IFG Advisory, LLC27,650$1.58M0.07%new13F-HRTimeline
XML Financial, LLC27,360$1.57M0.13%+5,21513F-HRTimeline
CASCADE INVESTMENT GROUP, INC.27,320$1.56M1.04%-2,54413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC27,182$1.56M0.03%+24,85813F-HRTimeline
Cyndeo Wealth Partners, LLC26,937$1.54M0.08%+12,79013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC26,918$1.54M0.67%+93113F-HRTimeline
Strategic Wealth Advisors LLC26,891$1.54M1.32%13F-HRTimeline
DB&C Advisors, LLC26,704$1.53M1.92%13F-HRTimeline
HBK Sorce Advisory LLC25,823$1.53M0.04%+2,52513F-HRTimeline
Wealthspire Advisors, LLC26,483$1.52M0.01%-5,74913F-HRTimeline
FWG Holdings, LLC25,736$1.51M0.57%+6,13413F-HR/ATimeline
Triad Wealth Partners, LLC26,208$1.5M0.14%-5,66613F-HRTimeline
Autumn Glory Partners, LLC26,083$1.49M0.52%+4,34713F-HRTimeline
Prosperitas Financial LLC26,077$1.49M0.58%+98013F-HRTimeline
Meridian Wealth Management, LLC26,019$1.49M0.05%+1,05213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,977$1.49M0.06%+4,02713F-HRTimelineGroup
Sloy Dahl & Holst, LLC25,797$1.48M0.18%-85413F-HRTimeline
Verity Asset Management, Inc.25,705$1.47M0.63%-62,20913F-HRTimeline
Aspen Investment Management Inc25,707$1.47M0.44%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,560$1.46M0.02%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC25,429$1.46M0.02%+3,43013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,363$1.45M0.11%-5,70013F-HRTimeline
SMITH, MOORE & CO.25,326$1.45M0.11%-5,14713F-HRTimeline
Institute for Wealth Management, LLC.25,293$1.45M0.15%+30213F-HRTimeline
Frederick Financial Consultants, LLC25,024$1.43M0.78%new13F-HRTimeline
WEALTH ALLIANCE, LLC24,890$1.42M0.14%-93213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,867$1.42M<0.01%-7,96513F-HRTimelineGroup
Andina Capital Management, LLC24,817$1.42M0.86%-1,56513F-HRTimeline
TABLEAUX LLC24,782$1.41M1%-71,48013F-HR/ATimeline
D'Orazio & Associates, Inc.24,624$1.41M0.18%-5913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners24,523$1.4M0.18%+34513F-HRTimelineGroup
PKS Advisory Services, LLC24,345$1.39M0.32%+1,43313F-HRTimeline
Innovative Wealth Building LLC24,184$1.38M1.01%-1,19513F-HRTimeline
Edgestream Partners, L.P.23,990$1.37M0.04%+15,58813F-HRTimeline
Independent Advisor Alliance23,955$1.37M0.03%-4,42413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC23,932$1.37M0.62%-75313F-HRTimeline
Teucrium Investment Advisors, LLC23,905$1.37M1.5%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,885$1.37M0.02%-1,16413F-HRTimeline
Paradigm, Strategies in Wealth Manageme…23,791$1.36M0.89%+3813F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,645$1.35M0.87%013F-HRTimeline
Ascension Capital Advisors, Inc.23,583$1.35M0.46%+13,32713F-HRTimeline
Elevation Wealth Management LLC23,381$1.35M1.29%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,299$1.34M0.02%-16,45213F-HRTimelineGroup
Frank, Rimerman Advisors LLC23,248$1.33M0.08%-45213F-HRTimeline
Wealth Dimensions Group, Ltd.23,198$1.33M0.26%-2,32713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC23,080$1.32M0.38%-84913F-HRTimeline
Plotkin Financial Advisors, LLC23,027$1.32M0.64%-46513F-HRTimeline
LRI Investments, LLC22,891$1.31M0.11%-4,03313F-HRTimeline
BURLING WEALTH PARTNERS, LLC22,786$1.3M0.2%-34713F-HRTimeline
Falcon Wealth Planning22,617$1.29M0.11%+5,33913F-HRTimeline
NOVEM GROUP22,600$1.29M0.15%-2,34913F-HRTimeline
L2 Asset Management, LLC22,476$1.29M0.17%+13,84313F-HRTimeline
PCM Encore, LLC22,475$1.29M0.27%13F-HRTimeline
Smallwood Wealth Investment Management,…22,302$1.28M0.67%+2,51313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.22,297$1.28M0.4%-1,95013F-HRTimeline
RoundAngle Advisors LLC22,191$1.27M0.92%-28813F-HRTimeline
Millennium Capital Advisors, LLC22,181$1.27M0.75%-513F-HRTimeline
Trueblood Wealth Management, LLC22,128$1.27M0.49%+16113F-HRTimeline
Leelyn Smith, LLC22,040$1.26M0.18%+38413F-HRTimeline
Financial Partners Group, Inc21,525$1.26M0.15%-5,09213F-HRTimeline
Bravias Capital Group, LLC22,011$1.26M0.76%+8,40413F-HRTimeline
Code Waechter LLC21,880$1.25M0.8%+64513F-HRTimeline
GWN SECURITIES INC.21,773$1.25M0.25%+7,35713F-HRTimeline
Murphy & Mullick Capital Management Corp21,676$1.24M0.89%-15713F-HRTimeline
CPA Asset Management Group, LLC21,445$1.23M0.43%+33613F-HRTimeline
Pasadena Private Wealth, LLC21,415$1.23M0.17%-1,40513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,287$1.22M<0.01%-1,73613F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,919$1.21M0.47%-19613F-HRTimelineGroup
Brown Miller Wealth Management, LLC21,169$1.21M0.33%+37913F-HRTimeline
Arrowroot Family Office, LLC21,055$1.21M0.44%+1,98913F-HRTimeline
Coordinated Financial Services, Inc.20,941$1.2M0.69%-6,21213F-HRTimeline
Milestone Asset Management Group, LLC20,773$1.19M0.67%+7,89913F-HRTimeline
BTS Asset Management, Inc.20,569$1.18M1.59%-44713F-HRTimeline
Cannon Wealth Management Services, LLC20,413$1.17M0.82%+87713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC20,385$1.17M0.06%+25513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC20,292$1.16M<0.01%013F-HRTimelineGroup
Bluespring Wealth Management, LLC20,150$1.16M0.1%+2,37713F-HRTimeline
HOURGLASS CAPITAL, LLC20,150$1.15M0.25%-10,00013F-HRTimeline
Yukon Wealth Management, Inc.19,520$1.14M0.66%new13F-HRTimeline
Main Line Retirement Advisors, LLC19,930$1.14M0.58%+3,35013F-HR/ATimeline
White Knight Strategic Wealth Advisors,…19,811$1.13M0.83%+2,41013F-HRTimeline
Strategic Advisors LLC19,747$1.13M0.18%+2,77413F-HRTimeline
Maia Wealth LLC19,079$1.13M0.19%-2,68113F-HRTimeline
Nordwand Advisors, LLC19,565$1.12M0.2%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…19,543$1.12M0.16%-79013F-HRTimeline
Reyes Financial Architecture, Inc.19,539$1.12M0.68%+4,25313F-HRTimeline
BCGM Wealth Management, LLC19,476$1.11M0.28%-4,08713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO19,450$1.11M0.02%+72213F-HRTimeline
Jackson Hole Capital Partners, LLC19,434$1.11M0.19%+12,62113F-HRTimeline
Bellwether Advisors, LLC19,393$1.11M0.18%013F-HRTimeline
Private Wealth Partners, LLC19,305$1.1M0.08%-34,21613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC19,067$1.1M0.11%-50913F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC19,082$1.09M0.15%+2,66213F-HRTimeline
Sun Financial Inc19,005$1.09M0.61%13F-HRTimeline
Syntegra Private Wealth Group, LLC18,997$1.09M0.1%-47413F-HRTimeline
ERn Financial, LLC18,994$1.09M0.2%+1,58913F-HRTimeline
COZAD ASSET MANAGEMENT INC18,873$1.08M0.08%-60813F-HRTimeline
Sequoia Financial Advisors, LLC18,818$1.08M0.01%-1,53613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC18,787$1.08M0.01%+6,25713F-HRTimeline
Cascades Capital Asset Management, LLC18,772$1.07M0.45%-3,29613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,447$1.07M0.02%+1,50013F-HRTimeline
Beckerman Institutional, LLC18,574$1.06M0.6%-97313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC18,382$1.06M0.19%+1,30813F-HRTimeline
WealthPlan Investment Management, LLC18,332$1.05M0.07%-14,55213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC18,305$1.05M0.73%-3,17913F-HRTimeline
Westbourne Investment Advisors, Inc.18,300$1.05M0.29%+90013F-HRTimeline
Intrua Financial, LLC18,268$1.05M0.11%-10,62813F-HRTimeline
Sunbelt Securities, Inc.18,222$1.04M0.07%-3,63713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC18,213$1.04M0.69%-4,80413F-HRTimeline
First Heartland Consultants, Inc.17,956$1.03M0.08%-3,74513F-HRTimeline
Legacy Financial Strategies, LLC17,925$1.03M0.18%-3,74413F-HRTimeline
Aviance Capital Partners, LLC17,922$1.03M0.12%+96513F-HRTimeline
SevenBridge Financial Group, LLC17,503$1.03M0.16%-4,77213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC17,549$1M0.43%+12613F-HRTimeline
Marion Wealth Management17,198$1M0.22%-1,07513F-HRTimeline
WELLINGTON-ALTUS USA INC.17,495$1M0.74%13F-HRTimeline
Next Level Private LLC17,492$1M0.26%-47,27813F-HRTimeline
NVWM, LLC17,418$997K0.22%+62713F-HRTimeline
ProCore Advisors, LLC17,350$993K1.02%13F-HRTimeline
Meridian Financial Advisors, LLC17,250$987K0.54%+6,75113F-HRTimeline
Gladstone Institutional Advisory LLC17,071$977K0.04%-7,42313F-HRTimeline
UNIQUE WEALTH, LLC17,064$977K0.14%-1,89113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding16,997$974K+5,179Timeline
GILPIN WEALTH MANAGEMENT, LLC16,909$968K0.77%13F-HRTimeline
Independence Asset Advisors, LLC16,780$968K0.53%+4,37413F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,755$965K0.22%+2,47713F-HRTimeline
OMNI 360 Wealth, Inc.16,535$965K0.49%-2,21213F-HRTimeline
Sovran Advisors, LLC16,469$962K0.08%-28,17213F-HRTimeline
Auour Investments LLC16,808$962K0.31%+4,16513F-HRTimeline
Tactive Advisors, LLC16,788$961K0.28%+11613F-HRTimeline
Jupiter Wealth Management LLC16,250$959K0.43%013F-HRTimeline
L & S Advisors Inc16,679$955K0.09%+1,44713F-HRTimeline
Collaborative Wealth Managment Inc.16,605$950K0.33%+10,93513F-HRTimeline
Main Street Financial Solutions, LLC16,565$948K0.07%-42,20513F-HRTimeline
Cypress Capital Management LLC (WY)16,260$938K0.87%-7,80313F-HRTimeline
Bay Rivers Group16,342$935K0.38%+4,31613F-HRTimeline
Pointe Capital Management LLC16,290$932K0.46%-1,05013F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,261$931K0.08%-2,46413F-HRTimeline
Argyle Capital Partners, LLC16,260$931K0.68%-1,99913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,139$931K0.27%+1,71313F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC16,240$930K0.74%-16,14513F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP16,214$929K0.16%-48013F-HRTimeline
Atlantic Private Wealth, LLC16,206$928K0.59%+4,15213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC16,135$924K0.27%-3,51013F-HRTimeline
IAM Advisory, LLC16,132$923K0.21%+22713F-HRTimeline
Skyline Advisors, Inc.16,064$919K0.31%+1,35113F-HRTimeline
Portfolio Strategies, Inc.16,060$919K0.11%-20,09913F-HRTimeline
Savvy Advisors, Inc.15,991$915K0.03%+4,08313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,976$914K0.39%-22013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding15,940$912K+512Timeline
MRA Advisory Group15,906$910K0.38%+1,95413F-HRTimeline
Signature Equity Partners, LLC15,902$910K0.5%13F-HRTimeline
CGN Advisors LLC15,533$889K0.07%+30513F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP15,500$887K0.59%13F-HRTimeline