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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Fiduciary Trust Coin group Fiduciary Trust Co11,540$664K0.01%-1,96113F-HRTimelineGroup
CW Advisors, LLC11,530$663K0.01%+3,78213F-HRTimeline
Murphy & Mullick Capital Management Corp11,454$663K0.61%13F-HRTimeline
MONTAG A & ASSOCIATES INC11,437$662K0.03%+24013F-HRTimeline
Milestone Asset Management Group, LLC11,460$659K0.59%13F-HRTimeline
IPG Investment Advisors LLC11,378$659K0.15%+2,88313F-HRTimeline
Mascagni Wealth Management, Inc.11,474$656K0.65%13F-HR/ATimeline
Skyline Advisors, Inc.11,356$653K0.25%new13F-HRTimeline
One Capital Management, LLC11,277$649K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…11,189$644K0.54%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,755$638K0.1%new13F-HRTimeline
Morse Asset Management, Inc11,062$636K0.15%-2,26113F-HRTimeline
Carnegie Lake Advisors LLC10,955$630K0.25%-1,09013F-HRTimeline
Armstrong, Fleming & Moore, Inc10,916$628K0.38%+42413F-HRTimeline
Capstone Financial Advisors, Inc.10,878$626K0.04%+83413F-HRTimeline
Fortress Wealth Management, Inc.10,868$625K0.3%+14313F-HRTimeline
Future Financial Wealth Managment LLC10,659$613K0.45%-5713F-HRTimeline
OPTIMA CAPITAL LLC10,575$612K0.42%13F-HRTimeline
TFB Advisors LLC10,630$612K0.17%+2,52513F-HRTimeline
American Financial Advisors, LLC10,543$607K0.09%+14213F-HRTimeline
Latitude Advisors, LLC10,510$605K0.34%+1,82113F-HRTimeline
BTS Asset Management, Inc.10,433$600K0.6%-80413F-HRTimeline
Moss Adams Wealth Advisors LLC10,318$598K0.06%-2913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.10,246$596K0.01%+4,00013F-HRTimelineGroup
Curi Capital, LLC10,316$593K0.01%-1,06513F-HRTimeline
Ascension Capital Advisors, Inc.10,282$592K0.26%-36913F-HRTimeline
LongView Wealth Management10,202$587K0.18%new13F-HRTimeline
Frank, Rimerman Advisors LLC10,108$582K0.04%new13F-HRTimeline
Naviter Wealth, LLC10,027$581K0.07%+1,48613F-HRTimeline
Tempus Wealth Planning, LLC10,089$580K0.18%new13F-HRTimeline
American Capital Advisory, LLC10,088$580K0.32%013F-HRTimeline
Fortis Advisors, LLC10,054$578K0.38%+19613F-HRTimeline
Argent Advisors, Inc.10,027$577K0.21%+37313F-HRTimeline
Generation Capital Management LLC10,006$576K0.49%13F-HRTimeline
Lion Street Advisors, LLC9,915$570K0.18%-50013F-HRTimeline
Balboa Wealth Partners9,902$570K0.13%-41,95013F-HRTimeline
BlackDiamond Wealth Management, LLC9,895$569K0.33%-2013F-HRTimeline
Optivise Advisory Services LLC9,884$569K0.31%+5,16913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,839$566K0.05%+1,40913F-HR/ATimeline
Key Financial Inc9,798$564K0.13%013F-HRTimeline
Capital Planning LLC9,720$563K0.15%+1,36013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,763$562K0.21%-15813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,703$558K0.45%13F-HRTimeline
Mattern Wealth Management LLC9,672$556K0.12%+1,60013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…9,332$550K0.2%+53213F-HRTimeline
Qube Research & Technologies Ltd9,457$544K<0.01%new13F-HRTimeline
Madison Wealth Partners, Inc9,440$543K0.15%+5,26713F-HRTimeline
Strategic Family Wealth Counselors, L.L…9,413$542K0.18%-49413F-HRTimeline
Prentice Wealth Management LLC9,404$541K0.16%-73213F-HRTimeline
Evercore Wealth Management, LLC9,334$537K0.01%013F-HRTimeline
Archford Capital Strategies, LLC9,277$534K0.08%+4,84213F-HRTimeline
MONECO ADVISORS, LLC9,264$533K0.06%-3,52513F-HR/ATimeline
Cascade Financial Partners, LLC9,261$533K0.07%+113F-HRTimeline
Trust Co9,231$531K0.06%-5,45113F-HRTimeline
EPG Wealth Management LLC9,214$530K0.14%-1,21813F-HRTimeline
Cascades Capital Asset Management, LLC9,153$527K0.28%-1,80113F-HRTimeline
DeDora Capital, Inc.9,125$525K0.14%+1,24313F-HRTimeline
CORA CAPITAL ADVISORS LLC9,115$524K0.25%+2,15013F-HRTimeline
TFR Capital, LLC.9,059$521K0.26%13F-HRTimeline
Samalin Investment Counsel, LLC8,962$516K0.22%-98413F-HRTimeline
Bison Wealth, LLC8,948$515K0.06%13F-HRTimeline
Cutter & CO Brokerage, Inc.8,898$512K0.12%+25013F-HRTimeline
Triad Wealth Partners, LLC8,876$511K0.18%new13F-HRTimeline
Hixon Zuercher, LLC8,728$502K0.19%+3,87213F-HRTimeline
Concorde Asset Management, LLC8,683$500K0.26%+3,91813F-HRTimeline
SIGNATUREFD, LLC8,607$495K0.01%-9,59313F-HRTimeline
Capasso Planning Partners LLC8,594$494K0.2%-6813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.8,593$494K0.24%+73813F-HRTimeline
Sterling Manor Financial, LLC8,484$488K0.34%+5613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,431$485K0.07%013F-HRTimelineGroup
Shum Financial Group, Inc.8,377$484K0.42%-613F-HRTimeline
Fearless Solutions, LLC dba Best Invest8,411$484K0.37%13F-HRTimeline
SANDERS MORRIS HARRIS LLC8,231$479K0.07%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC8,268$476K0.29%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,171$470K0.02%new13F-HRTimeline
Csenge Advisory Group8,132$468K0.03%-17413F-HRTimeline
Crossmark Global Holdings, Inc.8,123$467K0.01%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC8,058$464K0.29%-74113F-HRTimeline
Bison Wealth, LLC8,052$463K0.1%-9,23213F-HRTimeline
Berger Financial Group, Inc8,014$461K0.03%+41713F-HRTimeline
Rothschild Wealth LLC7,900$454K0.13%+1,80313F-HRTimeline
Pinnacle Family Advisors, LLC7,890$454K0.22%+29613F-HRTimeline
Formidable Asset Management, LLC7,887$454K0.07%-36413F-HRTimeline
Consilium Wealth Advisory, LLC7,872$453K0.22%013F-HRTimeline
Lakeridge Wealth Management LLC7,850$452K0.23%+20613F-HRTimeline
Rollins Financial Advisors, LLC7,814$450K0.07%+42713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,809$449K<0.01%-15213F-HRTimelineGroup
POTENTIA WEALTH7,766$447K0.2%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,668$441K0.22%+75013F-HRTimelineGroup
Canvas Wealth Advisors, LLC7,601$441K0.11%-3,33113F-HRTimeline
Bay Rivers Group7,637$439K0.21%+1,51713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,635$439K0.01%+1,88513F-HRTimeline
Corps Capital Advisors, LLC7,630$439K0.45%13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,603$437K0.08%new13F-HRTimeline
Windsor Capital Management, LLC7,563$435K0.13%new13F-HRTimeline
FSC Wealth Advisors, LLC7,555$435K0.28%+44313F-HRTimeline
Welch Group, LLC7,496$434K0.02%new13F-HRTimeline
John W. Brooker & Co., CPAs7,544$434K0.19%+21613F-HRTimeline
Southland Equity Partners LLC7,535$433K0.1%+34013F-HRTimeline
Cannell & Spears LLC7,500$431K0.01%013F-HRTimeline
LVZ, Inc.7,496$431K0.06%+14113F-HRTimeline
Clearstead Trust, LLC7,487$431K0.09%-1,55513F-HRTimeline
Harvest Investment Services, LLC7,455$429K0.11%+2,56513F-HRTimeline
Johnson Bixby & Associates, LLC7,442$428K0.07%-4,34513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,427$427K0.04%-11,72313F-HRTimeline
Prostatis Group LLC7,426$427K0.12%-2,75713F-HRTimeline
McAdam, LLC7,393$425K0.02%+37313F-HRTimeline
Wealthspire Advisors, LLC7,373$424K<0.01%new13F-HRTimeline
Paragon Private Wealth Management, LLC7,364$424K0.2%-47313F-HRTimeline
Accredited Investors Inc.7,339$422K0.02%013F-HRTimeline
Innovative Wealth Building LLC7,333$422K0.38%13F-HRTimeline
HANCOCK WHITNEY CORP7,217$415K0.01%+2,95113F-HRTimeline
IMS Capital Management7,152$411K0.19%-27113F-HRTimeline
Marks Wealth, LLC7,132$410K0.2%-484,95213F-HRTimeline
Aspen Wealth Strategies, LLC7,129$410K0.26%+3,37313F-HRTimeline
BLB&B Advisors, LLC7,127$410K0.02%-1,31013F-HRTimeline
CAPITAL CITY TRUST CO/FL7,104$409K0.1%-41513F-HRTimeline
Atlantic Private Wealth, LLC7,043$405K0.31%013F-HRTimeline
Tanglewood Wealth Management, Inc.7,040$405K0.05%013F-HRTimeline
SimpliFi, Inc.7,032$405K0.18%-39613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,014$404K0.18%+2,46813F-HRTimeline
BRIGHTON JONES LLC6,995$402K0.01%new13F-HR/ATimeline
Fortis Capital Advisors, LLC6,826$402K0.14%+48213F-HRTimeline
CoreCap Advisors, LLC6,938$399K0.02%+1,11313F-HRTimeline
LEIGH BALDWIN & CO., LLC6,912$398K0.34%13F-HR/ATimeline
Strategic Advisors LLC6,900$397K0.07%new13F-HRTimeline
Laraway Financial Advisors Inc6,875$396K0.3%+25013F-HRTimeline
Fort Point Capital Partners LLC6,844$394K0.04%+88213F-HRTimeline
Stablepoint Partners, LLC6,777$390K0.07%-19213F-HRTimeline
Oregon Pacific Wealth Management, LLC6,775$390K0.38%13F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,693$385K0.03%-2013F-HRTimeline
STOCK YARDS BANK & TRUST CO6,689$385K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,620$381K0.03%+43013F-HRTimeline
Park Place Capital Corp6,584$379K0.11%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$377K0.02%-48513F-HRTimeline
XML Financial, LLC6,550$377K0.03%+1,07513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,493$374K0.35%+4613F-HRTimeline
Sincerus Advisory, LLC6,467$372K0.4%13F-HRTimeline
WESBANCO BANK INC6,449$371K0.01%+59413F-HRTimeline
Embree Financial Group6,441$371K0.06%+5713F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,377$366K0.16%-73013F-HRTimeline
TAGStone Capital, Inc.6,311$366K0.18%+12313F-HRTimeline
Johnson & White Wealth Management, LLC6,325$364K0.22%-68113F-HRTimeline
Sequoia Financial Advisors, LLC6,318$363K<0.01%+7513F-HR/ATimeline
Lane & Associates LLC6,156$363K0.19%+2,02713F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC6,296$362K0.27%+32313F-HRTimeline
Tyche Wealth Partners LLC6,261$360K0.08%+60213F-HRTimeline
Endowment Wealth Management, Inc.6,159$354K0.24%+35613F-HRTimeline
Wills Financial Group, Inc.6,129$353K0.15%+2,17213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,088$350K0.03%new13F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…6,054$348K0.17%+10513F-HRTimeline
XY Planning Network, Inc.6,018$346K0.26%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,003$345K0.16%13F-HRTimeline
FineMark National Bank & Trust5,990$345K0.01%+85613F-HRTimeline
Sugarloaf Wealth Management, LLC5,985$344K0.07%-1,39613F-HRTimeline
Fisher Asset Management, LLC5,983$344K<0.01%+2,32813F-HRTimeline
Arcus Capital Partners, LLC5,939$344K0.11%-45,32113F-HRTimeline
First Horizon Advisors, Inc.5,961$343K0.01%+4,12013F-HRTimeline
West Wealth Group, LLC5,951$342K0.1%-6213F-HRTimeline
Stewardship Advisors, LLC5,860$337K0.09%-24,44113F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC5,812$334K0.08%+1,04113F-HRTimeline
Axis Wealth Partners, LLC5,790$333K0.28%13F-HRTimeline
Alteri Wealth LLC5,722$329K0.09%13F-HRTimeline
CRA Financial Services, LLC5,707$328K0.06%+13513F-HRTimeline
Dana Investment Advisors, Inc.5,705$328K0.01%+50813F-HRTimeline
GREENLEAF TRUST5,700$328K<0.01%new13F-HRTimeline
Objective Capital Management, LLC5,685$327K0.22%-49613F-HRTimeline
Platform Technology Partners5,674$326K0.1%+31513F-HRTimeline
Squire Investment Management Company, L…5,649$325K0.14%+66413F-HRTimeline
Winch Advisory Services, LLC5,611$323K0.08%+16513F-HRTimeline
MBL Wealth, LLC5,580$321K0.03%new13F-HRTimeline
MFG WEALTH MANAGEMENT, INC.5,564$320K0.29%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,500$316K0.08%013F-HRTimeline
Hurley Capital, LLC5,440$315K0.25%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,482$315K0.04%+15013F-HRTimeline
Wealth Management Partners, LLC5,441$313K0.14%+613F-HRTimeline
Kuhn & Co Investment Counsel5,400$311K0.26%013F-HRTimeline
CGN Advisors LLC5,397$310K0.03%+10613F-HRTimeline
Fiduciary Group, LLC5,350$308K0.03%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.5,318$306K0.03%+1,06113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,310$305K0.08%013F-HRTimeline
CHILTON INVESTMENT CO INC.5,308$305K0.01%+78513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,266$303K0.05%-39313F-HRTimeline
BAILARD, INC.5,260$303K0.01%+83513F-HRTimeline
Clear Point Advisors Inc.5,253$302K0.26%+69713F-HRTimeline
Ethos Financial Group, LLC5,172$300K0.04%+10113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,207$300K0.02%+1,87013F-HRTimelineGroup
Midwest Capital Advisors, LLC5,205$299K0.22%13F-HRTimeline
Penbrook Management LLC5,150$296K0.2%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,149$296K<0.01%+14413F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC5,148$296K0.01%+12713F-HRTimeline
WealthPLAN Partners, LLC5,145$296K0.04%-1,14013F-HRTimeline
Hamilton Wealth, LLC5,125$295K0.07%new13F-HRTimeline
Solidarity Wealth, LLC5,016$294K0.08%+42013F-HRTimeline
Davies Financial Advisors, Inc.5,106$294K0.25%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,079$292K0.18%+38113F-HRTimeline
Smith Thornton Advisors LLC5,071$292K0.18%+11513F-HRTimeline
CHELSEA COUNSEL CO4,980$288K0.15%013F-HRTimeline
BOS Asset Management, LLC4,982$287K0.1%+17013F-HRTimeline
Anchor Pointe Wealth Management, LLC4,880$283K0.37%13F-HRTimeline