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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
San Luis Wealth Advisors LLC33,778$1.91M0.32%+1,71013F-HRTimeline
Spartan Wealth Advisory Services LLC33,691$1.91M0.17%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP33,661$1.91M0.15%+25,35313F-HRTimelineGroup
National Philanthropic Trust33,491$1.9M0.02%+3,08213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC33,487$1.9M0.13%+1,44613F-HRTimeline
Somerset Trust Co33,286$1.89M0.58%+1,07513F-HRTimeline
WEALTH EFFECTS LLC33,146$1.88M0.67%+1,54013F-HRTimeline
Caerus Investment Advisors, LLC33,078$1.87M0.79%-4,70013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD33,057$1.87M0.28%+39213F-HR/ATimeline
Kelly Financial Services LLC32,911$1.87M0.45%+2,68613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…32,920$1.87M0.39%+2,75313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,837$1.86M<0.01%-6,62413F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC32,546$1.84M0.41%-25,96013F-HRTimeline
Nordwand Advisors, LLC32,240$1.83M0.32%+12,67513F-HRTimeline
Columbia Bank32,124$1.82M0.52%-39113F-HRTimeline
Investor's Fiduciary Advisor Network, L…32,031$1.81M0.56%-67113F-HRTimeline
Midwest Professional Planners, LTD.31,939$1.81M0.43%+3,39713F-HRTimeline
FMR LLCin group FMR LLC31,769$1.8M<0.01%+21,95913F-HRTimelineGroup
Modus Advisors, LLC31,554$1.79M0.49%-6013F-HRTimeline
Navis Wealth Advisors, LLC31,384$1.78M0.91%-18,09413F-HRTimeline
Sequoia Financial Advisors, LLC31,311$1.77M0.01%+12,49313F-HRTimeline
Spinnaker Investment Group, LLC31,274$1.77M0.36%+2,11313F-HRTimeline
SteelPeak Wealth, LLC31,249$1.77M0.06%-1,76913F-HRTimeline
Autumn Glory Partners, LLC30,968$1.76M0.64%+4,88513F-HRTimeline
XML Financial, LLC30,610$1.73M0.14%+3,25013F-HRTimeline
Mayflower Financial Advisors, LLC30,564$1.73M0.21%+20913F-HRTimeline
BKM Wealth Management, LLC30,563$1.73M0.63%+5313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.30,525$1.73M0.09%-31,03713F-HRTimelineGroup
Aspen Investment Management Inc30,432$1.73M0.53%+4,72513F-HRTimeline
Grant Private Wealth Management Inc30,373$1.72M0.91%+25213F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.30,264$1.72M0.73%-1,25013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK29,885$1.69M0.82%013F-HRTimeline
FIRST HORIZON CORP29,818$1.69M0.07%new13F-HRTimeline
Robertson Stephens Wealth Management, L…29,037$1.65M0.05%-6,42513F-HRTimeline
HBK Sorce Advisory LLC29,355$1.64M0.03%+3,53213F-HRTimeline
ELCO Management Co., LLC28,900$1.64M0.79%-10013F-HRTimeline
HERBST GROUP, LLC28,770$1.63M1.01%-6,48113F-HRTimeline
Per Stirling Capital Management, LLC.28,549$1.62M0.18%+57813F-HRTimeline
Bleakley Financial Group, LLC28,339$1.61M0.03%-8,68613F-HRTimeline
Stirlingshire Investments, Inc.28,282$1.6M1.41%-16,64613F-HRTimeline
Triad Wealth Partners, LLC28,257$1.6M0.13%+2,04913F-HRTimeline
Retirement Planning Group, LLC28,208$1.6M0.05%-59,50013F-HRTimeline
GC Wealth Management RIA, LLC28,152$1.6M0.07%013F-HRTimeline
HB Wealth Management, LLC28,050$1.59M0.01%-4,04113F-HRTimeline
Post Resch Tallon Group Inc.28,092$1.58M1.28%-1,05013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…27,940$1.58M0.02%+4,64113F-HRTimelineGroup
Generation Capital Management LLC27,897$1.58M1.16%-1,73513F-HRTimeline
CPC Advisors, LLC27,782$1.57M0.26%-4,35313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC27,477$1.56M0.03%+3,59213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC27,447$1.56M0.02%+2,01813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,387$1.55M<0.01%-32413F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC27,384$1.55M0.54%new13F-HRTimeline
Reyes Financial Architecture, Inc.27,374$1.55M1.27%+7,83513F-HRTimeline
Armor Investment Advisors, LLC27,136$1.54M0.55%-3,85813F-HRTimeline
Institute for Wealth Management, LLC.27,111$1.54M0.16%+1,81813F-HRTimeline
Cyndeo Wealth Partners, LLC26,946$1.53M0.08%+913F-HRTimeline
DB&C Advisors, LLC26,909$1.53M1.98%+20513F-HRTimeline
Sloy Dahl & Holst, LLC26,827$1.52M0.21%+1,03013F-HRTimeline
Strategic Wealth Advisors LLC26,666$1.51M1.21%-22513F-HRTimeline
Meridian Wealth Management, LLC26,643$1.51M0.05%+62413F-HRTimeline
Prosperitas Financial LLC26,518$1.5M0.56%+44113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …26,411$1.5M0.09%+11,33913F-HRTimeline
Aventura Private Wealth, LLC26,379$1.5M0.55%-23,53813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC26,377$1.5M0.63%-54113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,333$1.49M0.12%+97013F-HRTimeline
CASCADE INVESTMENT GROUP, INC.25,988$1.47M0.97%-1,33213F-HRTimeline
NOVEM GROUP25,569$1.45M0.17%+2,96913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …25,560$1.45M0.02%013F-HRTimelineGroup
Frederick Financial Consultants, LLC25,521$1.45M0.72%+49713F-HRTimeline
IEQ CAPITAL, LLC25,482$1.44M0.01%+19,81713F-HRTimeline
Matisse Capital25,443$1.44M0.62%+16,67813F-HRTimeline
WEALTH ALLIANCE, LLC25,213$1.43M0.14%+32313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,023$1.42M0.01%+6,23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,997$1.42M<0.01%+13013F-HRTimelineGroup
PKS Advisory Services, LLC24,963$1.41M0.33%+61813F-HRTimeline
Arrowroot Family Office, LLC24,953$1.41M0.47%+3,89813F-HR/ATimeline
Fortis Capital Advisors, LLC24,797$1.41M0.18%+19,05913F-HRTimeline
Nelson Capital Management, LLC24,586$1.39M0.17%-6,72413F-HRTimeline
Plotkin Financial Advisors, LLC24,304$1.38M0.69%+1,27713F-HRTimeline
Boreal Capital Management LLC24,214$1.37M1.18%-11,56013F-HRTimeline
Bluespring Wealth Management, LLC23,981$1.36M0.12%+3,83113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC23,933$1.36M0.41%+85313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC23,932$1.36M0.59%013F-HRTimeline
GWN SECURITIES INC.23,897$1.35M0.26%+2,12413F-HRTimeline
SMITH, MOORE & CO.23,831$1.35M0.1%-1,49513F-HRTimeline
Main Line Retirement Advisors, LLC23,817$1.35M0.67%+3,88713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…23,765$1.35M0.8%+12013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…23,652$1.34M0.91%-13913F-HRTimeline
Ascension Capital Advisors, Inc.23,568$1.34M0.42%-1513F-HRTimeline
Verity Asset Management, Inc.23,349$1.32M0.56%-2,35613F-HRTimeline
Elevation Wealth Management LLC23,340$1.32M1.22%-4113F-HRTimeline
D'Orazio & Associates, Inc.23,256$1.32M0.17%-1,36813F-HRTimeline
Frank, Rimerman Advisors LLC23,248$1.32M0.09%013F-HRTimeline
Brown Miller Wealth Management, LLC23,227$1.32M0.37%+2,05813F-HRTimeline
Murphy & Mullick Capital Management Corp23,212$1.32M0.97%+1,53613F-HRTimeline
LRI Investments, LLC23,127$1.31M0.12%+23613F-HRTimeline
Berger Financial Group, Inc22,839$1.29M0.07%-4,95213F-HRTimeline
Pacific Park Financial, Inc.22,772$1.29M0.84%-9,37113F-HRTimeline
COZAD ASSET MANAGEMENT INC22,605$1.28M0.1%+3,73213F-HRTimeline
Dynasty Wealth Management, LLC22,584$1.28M0.01%new13F-HRTimeline
PCM Encore, LLC22,533$1.28M0.26%+5813F-HRTimeline
Teucrium Investment Advisors, LLC22,652$1.28M0.99%-1,25313F-HRTimeline
Smallwood Wealth Investment Management,…22,498$1.28M0.67%+19613F-HRTimeline
Millennium Capital Advisors, LLC22,464$1.27M0.78%+28313F-HRTimeline
Advyzon Investment Management, LLC22,447$1.27M0.11%+13,37013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,348$1.27M-3,629Timeline
Falcon Wealth Planning22,187$1.26M0.09%-43013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC22,160$1.26M0.14%new13F-HRTimeline
Code Waechter LLC22,018$1.25M0.74%+13813F-HRTimeline
Bravias Capital Group, LLC22,010$1.25M0.82%-113F-HRTimeline
Trueblood Wealth Management, LLC22,000$1.25M0.49%-12813F-HRTimeline
Milestone Asset Management Group, LLC21,970$1.25M0.73%+1,19713F-HRTimeline
Strategic Advisors LLC21,913$1.24M0.21%+2,16613F-HRTimeline
Wealth Dimensions Group, Ltd.21,891$1.24M0.24%-1,30713F-HRTimeline
Financial Partners Group, Inc21,713$1.23M0.15%+18813F-HRTimeline
Private Wealth Partners, LLC21,638$1.23M0.09%+2,33313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO21,548$1.22M0.02%+2,09813F-HRTimeline
Independence Asset Advisors, LLC21,460$1.21M0.44%+4,68013F-HRTimeline
Maia Wealth LLC21,221$1.2M0.2%+2,14213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.21,120$1.2M0.37%-1,17713F-HRTimeline
BTS Asset Management, Inc.21,055$1.19M4.6%+48613F-HRTimeline
Sun Financial Inc21,255$1.19M0.6%+2,25013F-HRTimeline
Pasadena Private Wealth, LLC20,990$1.19M0.17%-42513F-HRTimeline
Meridian Financial Advisors, LLC20,875$1.18M0.65%+3,62513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK20,815$1.18M0.01%+13,86213F-HRTimelineGroup
Capasso Planning Partners LLC20,753$1.18M0.63%+12,28713F-HRTimeline
Bay Rivers Group20,354$1.15M0.48%+4,01213F-HRTimeline
RoundAngle Advisors LLC20,163$1.14M0.85%-2,02813F-HRTimeline
Clear Creek Financial Management, LLC20,078$1.14M0.09%-14,27213F-HRTimeline
AMERIFLEX GROUP, INC.20,013$1.13M0.57%-13,29413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC20,000$1.13M0.06%-38513F-HRTimeline
Mendel Capital Management LLC19,918$1.13M0.57%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …19,751$1.12M0.18%+9,57413F-HRTimelineGroup
Integrated Advisors Network LLC19,716$1.12M0.06%-166,76713F-HRTimeline
CPWA, LLC20,005$1.12M1.33%13F-HRTimeline
New Insight Wealth Advisors19,661$1.11M0.4%+7,40913F-HRTimeline
Jackson Hole Capital Partners, LLC19,652$1.11M0.18%+21813F-HRTimeline
Yukon Wealth Management, Inc.19,645$1.11M0.66%+12513F-HRTimeline
B & T Capital Management DBA Alpha Capi…19,543$1.11M0.16%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,535$1.11M0.07%+9,25513F-HRTimelineGroup
BURLING WEALTH PARTNERS, LLC19,517$1.11M0.18%-3,26913F-HRTimeline
Bellwether Advisors, LLC19,393$1.1M0.19%013F-HRTimeline
Blue Chip Partners, LLC19,371$1.1M0.08%+6,05813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC19,263$1.09M0.14%+18113F-HRTimeline
Andina Capital Management, LLC19,195$1.09M0.96%-5,62213F-HRTimeline
Sunbelt Securities, Inc.19,147$1.09M0.07%+92513F-HRTimeline
Greenwich Wealth Management LLC19,104$1.08M0.04%-16,59213F-HRTimeline
Syntegra Private Wealth Group, LLC19,100$1.08M0.1%+10313F-HRTimeline
Innovative Wealth Building LLC19,041$1.08M0.76%-5,14313F-HRTimeline
Wealth Watch Advisors, INC19,041$1.08M0.45%+5,18713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,001$1.08M0.02%+55413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC18,885$1.07M0.69%+67213F-HRTimeline
Mainstream Capital Management LLC18,850$1.07M0.72%-9,79913F-HRTimeline
Westbourne Investment Advisors, Inc.18,600$1.05M0.31%+30013F-HRTimeline
Meridian Financial Partners LLC18,528$1.05M0.4%+12,47913F-HRTimeline
CGN Advisors LLC18,467$1.05M0.08%+2,93413F-HRTimeline
Beckerman Institutional, LLC18,376$1.04M0.55%-19813F-HRTimeline
Quartz Partners, LLC18,148$1.03M0.4%+8,78113F-HRTimeline
ERn Financial, LLC18,034$1.02M0.19%-96013F-HRTimeline
Platform Technology Partners18,008$1.02M0.2%+4,38813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC17,891$1.01M0.46%+34213F-HRTimeline
Aviance Capital Partners, LLC17,863$1.01M0.12%-5913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC17,813$1.01M0.68%-49213F-HRTimeline
Portfolio Strategies, Inc.17,567$996K0.12%+1,50713F-HRTimeline
BCGM Wealth Management, LLC17,543$994K0.25%-1,93313F-HRTimeline
NVWM, LLC17,513$993K0.22%+9513F-HRTimeline
UNIQUE WEALTH, LLC17,462$990K0.14%+39813F-HRTimeline
First Heartland Consultants, Inc.17,443$989K0.08%-51313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.17,305$981K0.46%+1,32913F-HRTimeline
Argyle Capital Partners, LLC17,262$978K0.7%+1,00213F-HRTimeline
Axis Wealth Partners, LLC17,201$975K0.52%+1,71513F-HRTimeline
Gladstone Institutional Advisory LLC17,187$974K0.04%+11613F-HRTimeline
OLD MISSION CAPITAL LLC17,107$970K0.02%-16,55513F-HRTimeline
Coordinated Financial Services, Inc.17,052$966K0.56%-3,88913F-HRTimeline
CHANNEL WEALTH LLC17,013$964K0.23%-104,73313F-HRTimeline
CHILTON INVESTMENT CO INC.16,813$953K0.02%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…16,768$950K0.25%+1313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16,728$948K0.75%-18113F-HRTimeline
Soundwatch Capital LLC16,683$946K0.12%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC16,574$939K0.01%+5,96213F-HRTimeline
CARDIFF PARK ADVISORS, LLC16,404$930K0.07%+14313F-HRTimeline
MRA Advisory Group16,292$923K0.38%+38613F-HRTimeline
Marion Wealth Management16,288$923K0.2%-91013F-HRTimeline
Plan Group Financial, LLC16,241$921K0.22%+5,39013F-HRTimeline
OMNI 360 Wealth, Inc.16,235$920K0.47%-30013F-HRTimeline
BIP Wealth, LLC16,233$920K0.04%-16,50913F-HRTimeline
Pointe Capital Management LLC16,210$919K0.45%-8013F-HRTimeline
Atlantic Private Wealth, LLC16,206$919K0.6%013F-HRTimeline
Sovran Advisors, LLC15,810$910K0.07%-65913F-HRTimeline
SANDERS MORRIS HARRIS LLC16,061$910K0.14%+5,98913F-HRTimeline
Jupiter Wealth Management LLC16,250$909K0.36%013F-HRTimeline
XY Planning Network, Inc.16,091$908K0.14%+2,97313F-HRTimeline
Savvy Advisors, Inc.15,962$905K0.02%-2913F-HRTimeline
SevenBridge Financial Group, LLC15,767$903K0.14%-1,73613F-HRTimeline
White Knight Strategic Wealth Advisors,…15,930$903K0.76%-3,88113F-HRTimeline
Tactive Advisors, LLC15,790$895K0.25%-99813F-HRTimeline
Madison Wealth Partners, Inc15,704$890K0.14%+3,45213F-HRTimeline
Fiduciary Group, LLC15,678$889K0.08%+27113F-HRTimeline
Menard Financial Group LLC15,618$885K0.62%+20913F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC15,614$885K0.41%+4,13813F-HRTimeline