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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,400 managers (1,417 13F filers) reported a position in JEPI shares at 2026-06-30, 321,868,241 shares in all. 104 filers opened a position and 94 filers sold out during the quarter.

Managers
1,400
13F filers
1,417
New
104
Added
672
Reduced
493
Sold out
94
Shares held by filers
321,868,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ELEVATUS WELATH MANAGEMENT14,713$831K0.2%+43713F-HRTimeline
American Capital Advisory, LLC14,681$829K0.3%+8813F-HRTimeline
Foster Victor Wealth Advisors, LLC14,641$828K0.04%+50713F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV14,635$821K0.17%+11713F-HRTimeline
HERBST GROUP, LLC14,528$821K0.45%-14,24213F-HRTimeline
Coquina Private Wealth LLC14,521$820K0.56%+3,02813F-HRTimeline
PCM Encore, LLC14,428$815K0.14%-8,10513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,417$814K0.61%-42813F-HRTimeline
Elmwood Wealth Management, Inc.14,339$810K0.2%+10,71413F-HRTimeline
INDEPENDENT INVESTORS INC14,251$805K0.15%-96013F-HRTimeline
Capital Advisors, Ltd. LLC14,212$803K0.08%+2513F-HRTimeline
Pointe Capital Management LLC14,174$801K0.36%-2,03613F-HRTimeline
Arete Wealth Advisors, LLC14,133$798K0.05%+50313F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding14,050$794K-42,472Timeline
Laraway Financial Advisors Inc14,043$793K0.48%+51213F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV14,039$793K0.45%-50,60813F-HRTimeline
Atlas Private Wealth Advisors14,019$792K0.17%-1,27113F-HRTimeline
BCGM Wealth Management, LLC13,873$784K0.17%-3,67013F-HRTimeline
Navis Wealth Advisors, LLC13,803$780K0.3%-17,58113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,798$779K<0.01%+5,34013F-HRTimelineGroup
Commonwealth Financial Services, LLC13,740$776K0.1%+72013F-HRTimeline
White Knight Strategic Wealth Advisors,…13,643$771K0.54%-2,28713F-HRTimeline
Empire Financial Management Company, LLC13,630$770K0.3%-53,58613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,614$769K0.57%-24513F-HRTimeline
SevenBridge Financial Group, LLC13,351$769K0.11%-2,41613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,520$763K0.27%+3,20513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…13,506$763K0.1%+48913F-HRTimeline
Cornerstone Wealth Group, LLC13,492$762K0.05%-67513F-HRTimeline
Resolute Wealth Strategies, LLC13,395$757K0.29%-79513F-HRTimeline
Pure Financial Advisors, LLC13,389$756K0.01%-88713F-HRTimeline
Nelson Capital Management, LLC13,383$756K0.08%-11,20313F-HRTimeline
FMR LLCin group FMR LLC13,349$754K<0.01%-18,42013F-HRTimelineGroup
Menard Financial Group LLC13,248$748K0.41%-2,37013F-HRTimeline
CRA Financial Services, LLC13,198$745K0.09%+8613F-HRTimeline
Cascade Financial Partners, LLC13,191$745K0.06%013F-HRTimeline
Integrated Wealth Management13,172$744K0.79%+5213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,152$743K0.01%+2,42013F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding13,136$742K+3Timeline
Accurate Wealth Management, LLC13,061$740K0.07%+2,54113F-HRTimeline
Rose Capital Advisors LLC13,100$740K0.4%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding13,061$738K+174Timeline
Diversified Portfolios, Inc.13,036$736K0.05%-6713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,032$736K0.01%-8,51613F-HRTimeline
WASHINGTON TRUST Co12,891$728K0.02%+5,05313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC12,890$728K0.19%new13F-HRTimeline
Triad Wealth Partners, LLC12,683$727K0.04%-15,57413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC12,844$725K0.14%-19,70213F-HR/ATimeline
Arcus Capital Partners, LLC12,791$722K0.3%+27213F-HRTimeline
HB Wealth Management, LLC12,780$722K<0.01%-15,27013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12,654$715K0.17%+31813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC12,570$710K0.16%new13F-HRTimeline
Lakeridge Wealth Management LLC12,554$709K0.26%-36113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,493$706K0.21%013F-HRTimeline
TopTier Wealth Management, LLC12,490$705K0.43%-41813F-HRTimeline
ELCO Management Co., LLC12,475$705K0.3%-16,42513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,415$701K0.12%+1,70013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,297$695K<0.01%013F-HRTimelineGroup
Stenger Family Office, LLC12,282$694K0.11%-17913F-HRTimeline
Atlanta Consulting Group Advisors, LLC12,220$690K0.11%new13F-HRTimeline
Autumn Glory Partners, LLC12,196$689K0.2%-18,77213F-HRTimeline
Fiduciary Group, LLC12,175$688K0.05%-3,50313F-HRTimeline
Meridian Financial Partners LLC12,067$688K0.23%-6,46113F-HRTimeline
Crumly & Associates Inc.12,155$687K0.13%+2,00313F-HRTimeline
Cassady Wealth & Retirement Planning, L…12,105$684K0.32%-1,10713F-HRTimeline
Mission Hills Financial Advisory, LLC11,992$677K0.3%+5,41513F-HRTimeline
Guided Capital Wealth Management, LLC11,986$677K0.4%013F-HRTimeline
Fortune Financial Group, Inc.11,960$676K0.53%+1813F-HRTimeline
Legacy Bridge, LLC11,799$666K0.21%-2,79213F-HRTimeline
LVZ, Inc.11,648$658K0.07%+1,19713F-HRTimeline
HM PAYSON & CO11,515$650K0.01%013F-HRTimeline
Plus Group Wealth Advisors LLC11,487$649K0.61%+1,32413F-HRTimeline
Fortis Group Advisors, LLC11,416$645K0.1%-66013F-HRTimeline
Provenance Wealth Advisors, LLC11,406$644K0.06%+10,66913F-HRTimeline
Taylor & Morgan Wealth Management, LLC11,390$643K0.32%-1,21213F-HRTimeline
CAPITAL ADVISORS INC/OK11,385$643K0.01%-1,532,57813F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …11,370$642K0.1%13F-HRTimelineGroup
Williams Jones Wealth Management, LLC.11,350$641K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,298$638K0.03%-1,49813F-HRTimeline
Keystone Wealth Services, LLC11,297$638K0.12%-1,92813F-HRTimeline
Darden Wealth Group Inc11,248$635K0.25%+1913F-HRTimeline
Financial Partners Group, Inc11,247$635K0.06%-10,46613F-HRTimeline
NorthRock Partners, LLC11,142$629K0.01%new13F-HRTimeline
Lineweaver Wealth Advisors, LLC11,124$628K0.07%+89713F-HRTimeline
Marshall Financial Group, LLC11,118$628K0.09%-3,20613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,052$624K<0.01%+4,03713F-HRTimelineGroup
Key Financial Inc11,046$624K0.1%+1,44513F-HRTimeline
Mainstream Capital Management LLC10,973$620K0.37%-7,87713F-HRTimeline
Camelot Portfolios, LLC10,807$610K0.43%-9913F-HRTimeline
Landmark Wealth Management, LLC10,797$610K0.15%+3,35413F-HRTimeline
Venture Visionary Partners LLC10,745$607K0.02%+46313F-HRTimeline
Rothschild Wealth LLC10,729$606K0.05%+19113F-HRTimeline
Trust Co10,699$604K0.05%-31613F-HRTimeline
Athena Wealth Management, LLC10,654$602K0.45%-1,38213F-HRTimeline
Shum Financial Group, Inc.10,654$602K0.36%+1,28213F-HRTimeline
Putney Financial Group LLC10,572$597K0.54%+6,59413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,524$594K<0.01%+4,52313F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA10,500$593K0.14%new13F-HRTimeline
WealthPlan Investment Management, LLC10,452$590K0.03%-39113F-HRTimeline
AssuredPartners Investment Advisors, LLC10,424$589K0.06%-15113F-HRTimeline
United Bank10,416$588K0.18%+1,74713F-HRTimeline
PARK NATIONAL CORP /OH/10,319$583K0.02%-58413F-HRTimeline
Fortis Advisors, LLC10,256$579K0.27%+3413F-HRTimeline
WESBANCO BANK INC10,245$579K0.01%-47413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC10,226$578K0.16%+2,22213F-HRTimeline
Texas Yale Capital Corp.10,150$573K0.01%+40013F-HRTimeline
Mascagni Wealth Management, Inc.10,093$570K0.35%+2,72713F-HRTimeline
Aventura Private Wealth, LLC10,084$570K0.17%-16,29513F-HRTimeline
Mascoma Wealth Management LLC10,036$567K0.11%-17613F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,014$566K0.02%-67713F-HRTimeline
Canvas Wealth Advisors, LLC10,006$565K0.08%+56513F-HRTimeline
Latitude Advisors, LLC9,976$563K0.22%-85013F-HRTimeline
Strong Retirement Solutions LLC9,959$562K0.34%+45913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,900$559K0.31%+37713F-HRTimeline
Vickerman Investment Advisors, Inc.9,878$558K0.11%+35413F-HRTimeline
Harbor Asset Planning, Inc.9,860$557K0.42%-2,78413F-HRTimeline
Red Door Wealth Management, LLC9,840$556K0.05%-1,26013F-HRTimeline
Cypress Wealth Services, LLC9,821$555K0.07%-2,56013F-HRTimeline
TPG Advisors LLC9,795$553K0.3%+4,16513F-HRTimeline
Advance Capital Management, Inc.9,705$548K0.02%-2,03813F-HRTimeline
Riverbend Wealth Management, LLC9,686$547K0.28%-39,54313F-HRTimeline
American Money Management, LLC9,661$546K0.08%-52813F-HRTimeline
Accredited Investors Inc.9,640$544K0.02%+11913F-HRTimeline
VestGen Advisors, LLC9,640$544K0.02%+1,27813F-HRTimeline
Rockingstone Advisors LLC9,595$542K0.22%-3,79013F-HRTimeline
MSH Capital Advisors LLC9,559$540K0.09%-1,54413F-HRTimeline
Evolution Wealth Advisors, LLC9,533$538K0.06%+81813F-HRTimeline
One Capital Management, LLC9,461$536K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC9,448$534K0.45%-3,21213F-HRTimeline
Skyline Advisors, Inc.9,426$532K0.17%-1,50213F-HRTimeline
Sovereign Investment Advisors, LLC9,327$527K0.1%+2,24613F-HRTimeline
Formidable Asset Management, LLC9,289$527K0.08%-81813F-HRTimeline
KKM Financial LLC9,312$526K0.07%-15013F-HRTimeline
Argent Advisors, Inc.9,272$524K0.13%013F-HRTimeline
Advisory Advocates, LLC9,270$524K0.45%+2,26013F-HRTimeline
Private Capital Advisors, Inc.9,092$514K0.05%+2,01713F-HRTimeline
Gateway Wealth Partners, LLC9,079$513K0.03%+87313F-HRTimeline
REBALANCE, LLC9,030$510K0.03%+26313F-HRTimeline
Bright Futures Wealth Management, LLC.8,993$508K0.33%+1,06913F-HRTimeline
PVG ASSET MANAGEMENT CORP8,987$508K0.29%-17813F-HRTimeline
PlanVest Financial, Inc8,934$505K0.34%+82413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT8,892$502K0.2%+2,95413F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,891$502K0.07%-63913F-HRTimeline
GAMMA Investing LLC8,846$500K0.02%+3,10713F-HRTimeline
Almanack Investment Partners, LLC.8,833$499K0.06%new13F-HRTimeline
Glen Eagle Advisors, LLC8,821$498K0.06%+2,98313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV8,739$494K0.13%-2,65413F-HRTimeline
Grandview Asset Management LLC8,725$493K0.12%-1,21213F-HRTimeline
Endowment Wealth Management, Inc.8,715$492K0.19%-91613F-HRTimeline
Bull Harbor Capital LLC8,713$492K0.1%+2,43513F-HRTimeline
Fiduciary Alliance LLC8,711$492K0.03%-97513F-HRTimeline
Ethos Financial Group, LLC8,637$492K0.03%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,657$489K0.03%+26213F-HRTimeline
Crossmark Global Holdings, Inc.8,617$487K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC8,569$484K0.02%+3,27113F-HRTimeline
NVWM, LLC8,528$482K0.1%-8,98513F-HRTimeline
Midwest Financial Group LLC8,473$479K0.17%+2,64513F-HRTimeline
QP WEALTH MANAGEMENT, LLC8,459$478K0.68%-1,99813F-HRTimeline
Harvest Investment Services, LLC8,415$475K0.07%-65913F-HRTimeline
Odyssey Capital Advisors, Inc.8,374$473K0.34%-31413F-HRTimeline
Castle Rock Wealth Management, LLC8,392$471K0.09%-1,77813F-HRTimeline
Cherry Creek Investment Advisors, Inc.8,310$469K0.18%+18213F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,276$467K0.09%+2,54313F-HR/ATimeline
ALONGSIDE, LLC8,276$467K0.09%13F-HRTimeline
BRIGHTON JONES LLC8,271$467K0.01%-4,59113F-HRTimeline
Comprehensive Financial Planning, Inc./…8,226$465K0.25%-84813F-HRTimeline
NWAM LLC8,168$461K0.02%+4,16913F-HRTimeline
Main Street Financial Solutions, LLC8,159$461K0.03%-3,67113F-HRTimeline
Stablepoint Partners, LLC8,092$457K0.06%-28813F-HRTimeline
Detalus Advisors, LLC8,091$457K0.09%-1,70013F-HRTimeline
DOVER ADVISORS, LLC7,918$457K0.19%+13513F-HRTimeline
Private Wealth Asset Management, LLC8,075$456K0.04%-5,67713F-HRTimeline
Stegent Equity Advisors, Inc.8,073$456K0.33%013F-HRTimeline
Hurley Capital, LLC8,064$455K0.24%+14213F-HRTimeline
Crescent Grove Advisors, LLC8,043$454K0.04%-57,98613F-HRTimeline
Aurdan Capital Management, LLC8,008$452K0.11%-2,94413F-HRTimeline
Carson Advisory Inc.7,992$451K0.21%new13F-HRTimeline
Realta Investment Advisors7,966$450K0.14%-19513F-HRTimeline
SimpliFi, Inc.7,959$450K0.18%+17513F-HRTimeline
American Financial Advisors, LLC7,954$449K0.05%-1,15213F-HRTimeline
Oak Barrel Wealth Advisory LLC7,929$448K0.2%13F-HRTimeline
Consilium Wealth Advisory, LLC7,911$447K0.13%013F-HRTimeline
Sincerus Advisory, LLC7,875$445K0.3%+3213F-HRTimeline
Essential Investment Partners LLC7,853$444K0.36%013F-HRTimeline
Innovative Advisory Group, LLC7,813$441K0.34%-1,43813F-HRTimeline
Archford Capital Strategies, LLC7,766$439K0.04%+60513F-HRTimeline
Winch Advisory Services, LLC7,761$438K0.09%-24513F-HRTimeline
J. L. Bainbridge & Co., Inc.7,739$437K0.03%+1,88813F-HRTimeline
PEOPLES BANK /OH7,730$437K0.22%013F-HRTimeline
Cape Investment Advisory, Inc.7,721$436K0.12%-68913F-HRTimeline
Corps Capital Advisors, LLC7,719$436K0.35%-93013F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,695$435K0.23%-12213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,681$434K0.06%+1,62313F-HRTimeline
WealthSpring Partners, LLC7,676$434K0.37%-45013F-HRTimeline
Bridgewealth Advisory Group, LLC7,672$433K0.08%-2,39413F-HRTimeline
TAGStone Capital, Inc.7,657$432K0.14%+16813F-HRTimeline
Sonoma Allocations LLC7,253$432K0.13%new13F-HRTimeline
Selby Wealth Management, LLC7,573$428K0.15%+6013F-HRTimeline
Wealth Advisory Solutions, LLC7,548$426K0.09%+1,89813F-HRTimeline
Rolek Wealth Management LLC7,542$426K0.24%013F-HRTimeline
Advisor Resource Council7,503$426K0.14%+3,13713F-HRTimeline