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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Mascoma Wealth Management LLC12,983$742K0.18%+69613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,923$738K0.06%-1,80213F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP14,388$736K0.15%-2,05713F-HRTimeline
Alliance Wealth Advisors, LLC12,829$733K0.43%+22013F-HRTimeline
Activest Wealth Management12,815$732K0.2%+4913F-HRTimeline
Independence Bank of Kentucky12,790$731K0.11%-50013F-HRTimeline
Tyler-Stone Wealth Management12,724$727K0.13%013F-HRTimeline
Wilmington Savings Fund Society, FSB12,720$727K0.01%+85013F-HRTimeline
Consolidated Portfolio Review Corp12,574$718K0.12%+90113F-HRTimeline
Balboa Wealth Partners12,377$707K0.17%+2,47513F-HRTimeline
TFB Advisors LLC12,297$703K0.2%+1,66713F-HRTimeline
SANDERS MORRIS HARRIS LLC12,231$698K0.11%+4,00013F-HRTimeline
Latitude Advisors, LLC12,160$695K0.4%+1,65013F-HRTimeline
Schechter Investment Advisors, LLC12,106$692K0.06%new13F-HRTimeline
Invst, LLC12,081$690K0.09%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,091$690K0.27%+5,07713F-HRTimeline
Crossmark Global Holdings, Inc.11,878$679K0.01%+3,75513F-HRTimeline
Madison Wealth Partners, Inc11,867$678K0.17%+2,42713F-HRTimeline
Auour Investments LLC12,192$678K0.25%-3,35113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,738$671K0.14%-22513F-HRTimeline
Milestone Asset Management Group, LLC11,624$664K0.6%+16413F-HRTimeline
Tradewinds, LLC.11,603$663K0.19%-1,26013F-HRTimeline
Marcum Wealth, LLC11,582$662K0.06%-1,09513F-HRTimeline
Arcus Capital Partners, LLC11,520$658K0.26%+5,58113F-HRTimeline
Mascagni Wealth Management, Inc.11,474$656K0.65%013F-HR/ATimeline
Curi Capital, LLC11,472$656K0.02%+1,15613F-HRTimeline
Caprock Group, LLC11,467$655K0.02%-9613F-HRTimeline
Concorde Asset Management, LLC11,891$652K0.35%+3,20813F-HRTimeline
Strategic Family Wealth Counselors, L.L…11,399$651K0.21%+1,98613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,294$645K0.02%new13F-HRTimeline
DeDora Capital, Inc.11,294$645K0.19%+2,16913F-HRTimeline
Spahn Wealth & Retirement LLC11,275$644K0.47%-53513F-HRTimeline
John W. Brooker & Co., CPAs11,162$638K0.26%+3,61813F-HRTimeline
Morse Asset Management, Inc11,028$630K0.16%-3413F-HRTimeline
IPG Investment Advisors LLC10,962$626K0.14%-41613F-HRTimeline
Fortress Wealth Management, Inc.10,961$626K0.33%+9313F-HRTimeline
Fiduciary Group, LLC10,922$624K0.06%+5,57213F-HRTimeline
American Money Management, LLC10,870$621K0.12%-1,20813F-HRTimeline
Lakeridge Wealth Management LLC10,834$619K0.31%+2,98413F-HRTimeline
Future Financial Wealth Managment LLC10,773$616K0.45%+11413F-HRTimeline
Code Waechter LLC10,568$604K0.5%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,481$599K0.02%+2,31013F-HRTimeline
Capstone Financial Advisors, Inc.10,429$596K0.04%-44913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,476$595K0.05%+63713F-HRTimeline
Foster Victor Wealth Advisors, LLC10,986$593K0.05%-6,53113F-HRTimeline
American Financial Advisors, LLC10,335$591K0.09%-20813F-HRTimeline
Ascension Capital Advisors, Inc.10,318$590K0.27%+3613F-HRTimeline
One Capital Management, LLC10,300$589K0.02%-97713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.10,196$583K0.02%-5013F-HRTimelineGroup
Bay Rivers Group10,167$581K0.3%+2,53013F-HRTimeline
Hurley Capital, LLC10,139$579K0.44%+4,69913F-HRTimeline
American Capital Advisory, LLC10,110$578K0.31%+2213F-HRTimeline
Argent Advisors, Inc.10,027$573K0.19%013F-HRTimeline
Hixon Zuercher, LLC10,018$572K0.2%+1,29013F-HRTimeline
Trust Co10,005$572K0.07%+77413F-HRTimeline
Quadcap Wealth Management, LLC9,981$570K0.08%-1,96713F-HRTimeline
Innovative Advisory Group, LLC9,972$570K0.54%+5,33113F-HRTimeline
MONECO ADVISORS, LLC9,947$568K0.06%+68313F-HR/ATimeline
Mattern Wealth Management LLC9,904$566K0.13%+23213F-HRTimeline
Naviter Wealth, LLC9,946$564K0.07%-8113F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…9,845$563K0.41%new13F-HRTimeline
SIGNATUREFD, LLC9,807$560K0.01%+1,20013F-HRTimeline
Key Financial Inc9,798$560K0.12%013F-HRTimeline
Coign Capital Advisors LLC9,787$559K0.43%-2,96213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,459$559K0.12%+6,59513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…9,677$553K0.2%-8613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,598$548K0.01%-1,94213F-HRTimelineGroup
Transform Wealth, LLC9,594$548K0.03%-17,29313F-HRTimeline
Independence Asset Advisors, LLC9,568$545K1.77%new13F-HRTimeline
MTM FINANCIAL GROUP, LLC9,517$544K0.32%new13F-HRTimeline
Moss Adams Wealth Advisors LLC9,410$538K0.06%-90813F-HRTimeline
Fortis Advisors, LLC9,402$537K0.35%-65213F-HRTimeline
BTS Asset Management, Inc.9,388$536K0.61%-1,04513F-HRTimeline
Evercore Wealth Management, LLC9,334$533K0.01%013F-HRTimeline
Choate Investment Advisors9,293$531K0.01%+5,71813F-HRTimeline
Cascade Financial Partners, LLC9,262$529K0.07%+113F-HRTimeline
Lion Street Advisors, LLC9,250$529K0.17%-66513F-HRTimeline
Carnegie Lake Advisors LLC9,220$527K0.21%-1,73513F-HRTimeline
Stegent Equity Advisors, Inc.9,183$525K0.53%-24,31313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,172$524K<0.01%+5,02313F-HRTimelineGroup
Capasso Planning Partners LLC9,156$523K0.22%+56213F-HRTimeline
Legacy Financial Group LLC9,134$522K0.08%-52813F-HRTimeline
Fort Point Capital Partners LLC9,117$521K0.06%+2,27313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.9,115$521K0.28%+52213F-HRTimeline
Fearless Solutions, LLC dba Best Invest8,875$507K0.39%+46413F-HRTimeline
New Century Financial Group, LLC8,769$501K0.58%-24,87613F-HRTimeline
Falcon Wealth Planning8,754$500K0.06%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…9,259$496K0.2%-7313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,672$496K0.08%-2,08313F-HRTimeline
Formidable Asset Management, LLC8,455$483K0.08%+56813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,437$482K0.28%new13F-HRTimeline
Sterling Manor Financial, LLC8,423$481K0.34%-6113F-HRTimeline
Delos Wealth Advisors, LLC8,404$480K0.38%new13F-HRTimeline
Shum Financial Group, Inc.8,377$479K0.41%013F-HRTimeline
Berger Financial Group, Inc8,370$478K0.03%+35613F-HRTimeline
Platform Technology Partners8,333$476K0.14%+2,65913F-HRTimeline
NAPA WEALTH MANAGEMENT8,096$463K0.26%-4,25113F-HRTimeline
Marks Wealth, LLC8,048$460K0.17%+91613F-HRTimeline
Private Wealth Asset Management, LLC8,000$457K0.07%13F-HRTimeline
Accel Wealth Management7,966$455K0.16%-3,83613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,943$454K0.3%-11513F-HRTimeline
Fortis Capital Advisors, LLC7,937$454K0.09%+1,11113F-HRTimeline
CGN Advisors LLC7,935$453K0.04%+2,53813F-HRTimeline
Corps Capital Advisors, LLC7,930$453K0.48%+30013F-HRTimeline
Laraway Financial Advisors Inc7,925$453K0.36%+1,05013F-HRTimeline
MBL Wealth, LLC7,915$452K0.05%+2,33513F-HRTimeline
MONTAG A & ASSOCIATES INC7,912$452K0.02%-3,52513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,892$451K0.25%-37613F-HRTimeline
Accredited Investors Inc.7,891$451K0.03%+55213F-HRTimeline
Consilium Wealth Advisory, LLC7,872$450K0.23%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,827$447K0.01%+19213F-HRTimeline
Rothschild Wealth LLC7,771$444K0.12%-12913F-HRTimeline
LVZ, Inc.7,707$440K0.06%+21113F-HRTimeline
CoreCap Advisors, LLC7,668$438K0.02%+73013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,663$438K<0.01%-14613F-HRTimelineGroup
Csenge Advisory Group8,134$437K0.02%+213F-HRTimeline
Rollins Financial Advisors, LLC7,566$432K0.08%-24813F-HR/ATimeline
Southland Equity Partners LLC7,561$432K0.1%+2613F-HRTimeline
Pinnacle Family Advisors, LLC7,546$431K0.23%-34413F-HRTimeline
Cannell & Spears LLC7,500$429K0.01%013F-HRTimeline
Johnson & White Wealth Management, LLC7,499$428K0.24%+1,17413F-HRTimeline
Clearstead Trust, LLC7,487$428K0.1%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC7,395$423K0.37%+90213F-HRTimeline
WealthPLAN Partners, LLC7,387$422K0.06%+2,24213F-HRTimeline
Cornell Pochily Investment Advisors, In…7,373$421K0.15%+3,56513F-HRTimeline
ELEVATUS WELATH MANAGEMENT7,364$421K0.24%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO7,364$421K0.01%+67513F-HRTimeline
WESBANCO BANK INC7,349$420K0.01%+90013F-HRTimeline
BRIGHTON JONES LLC7,276$416K0.01%+28113F-HRTimeline
Wealthspire Advisors, LLC7,273$416K<0.01%-10013F-HRTimeline
FSC Wealth Advisors, LLC7,271$415K0.27%-28413F-HRTimeline
Fisher Asset Management, LLC7,232$413K<0.01%+1,24913F-HRTimeline
Modera Wealth Management, LLC7,222$413K0.01%new13F-HRTimeline
Strategic Advisors LLC7,196$411K0.08%+29613F-HRTimeline
EPG Wealth Management LLC7,185$411K0.11%-2,02913F-HRTimeline
SimpliFi, Inc.7,159$409K0.19%+12713F-HRTimeline
IMS Capital Management7,155$409K0.21%+313F-HRTimeline
POTENTIA WEALTH7,120$407K0.19%-64613F-HRTimeline
Triad Wealth Partners, LLC7,117$407K0.13%-1,75913F-HRTimeline
KFA Private Wealth Group, LLC7,114$406K0.14%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL7,104$406K0.11%013F-HRTimeline
Oregon Pacific Wealth Management, LLC7,100$406K0.41%+32513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,074$404K0.2%-59413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co7,069$404K0.03%-5,07113F-HRTimeline
Atlantic Private Wealth, LLC7,043$402K0.3%013F-HRTimeline
Tanglewood Wealth Management, Inc.7,040$402K0.05%013F-HRTimeline
Bison Wealth, LLC7,026$401K0.04%-1,92213F-HRTimeline
Prostatis Group LLC7,019$401K0.13%-40713F-HRTimeline
Meridian Financial Partners LLC6,998$400K0.2%new13F-HRTimeline
Optivise Advisory Services LLC6,933$396K0.22%-2,95113F-HRTimeline
McAdam, LLC6,918$395K0.02%-47513F-HRTimeline
Reliant Wealth Planning6,907$395K0.18%+2,19413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,878$393K0.04%-54913F-HRTimeline
Samalin Investment Counsel, LLC6,806$389K0.16%-2,15613F-HRTimeline
BLB&B Advisors, LLC6,800$389K0.02%-32713F-HRTimeline
Embree Financial Group6,719$384K0.06%+27813F-HRTimeline
LEIGH BALDWIN & CO., LLC6,711$384K0.31%-20113F-HRTimeline
Smith Anglin Financial, LLC6,683$382K0.04%-14,79913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC6,663$381K0.11%+85113F-HRTimeline
Canvas Wealth Advisors, LLC7,057$380K0.1%-54413F-HRTimeline
Stablepoint Partners, LLC6,645$380K0.07%-13213F-HRTimeline
Park Place Capital Corp6,584$376K0.1%013F-HRTimeline
Sincerus Advisory, LLC6,575$376K0.4%+10813F-HRTimeline
West Wealth Group, LLC6,614$376K0.11%+66313F-HRTimeline
Axis Wealth Partners, LLC6,561$375K0.28%+77113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$375K0.02%013F-HRTimeline
Endowment Wealth Management, Inc.6,508$372K0.24%+34913F-HRTimeline
Wills Financial Group LLC6,429$367K0.16%13F-HRTimeline
TAGStone Capital, Inc.6,425$367K0.18%+11413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,395$365K0.03%+1,18813F-HRTimelineGroup
Lane & Associates LLC6,369$364K0.2%+21313F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,339$362K0.03%-35413F-HRTimeline
Alteri Wealth LLC6,191$354K0.16%+46913F-HRTimeline
Johnson Bixby & Associates, LLC6,188$354K0.05%-1,25413F-HRTimeline
PVG ASSET MANAGEMENT CORP6,160$352K1.53%new13F-HRTimeline
Hubbell Strickland Wealth Management, L…6,126$350K0.17%+7213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP6,088$348K0.03%013F-HRTimelineGroup
Realta Investment Advisors6,031$345K0.16%+1,49913F-HRTimeline
Comprehensive Financial Planning, Inc./…5,997$343K0.33%-5,19213F-HRTimeline
FineMark National Bank & Trust5,990$342K0.01%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.5,954$340K0.33%+39013F-HRTimeline
Warther Private Wealth, LLC5,943$340K0.11%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,893$336K0.15%-48413F-HRTimeline
Brooklyn Investment Group5,873$336K0.07%+5,73513F-HRTimeline
Meriwether Wealth & Planning, LLC5,841$334K0.22%+1,23913F-HRTimeline
Dana Investment Advisors, Inc.5,790$331K0.01%+8513F-HRTimeline
Texas Yale Capital Corp.5,750$329K0.01%+1,20013F-HRTimeline
Fiduciary Alliance LLC5,741$328K0.03%+1,66213F-HRTimeline
CRA Financial Services, LLC5,707$326K0.06%013F-HRTimeline
GREENLEAF TRUST5,700$326K<0.01%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,664$324K0.03%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,655$323K0.02%new13F-HRTimeline
Winch Advisory Services, LLC5,611$321K0.08%013F-HRTimeline
Cutter & CO Brokerage, Inc.5,569$318K0.08%-3,32913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,535$316K<0.01%new13F-HRTimeline
CRUX WEALTH ADVISORS5,533$316K0.16%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,482$313K0.04%013F-HRTimeline
Wealth Management Partners, LLC5,481$313K0.15%+4013F-HRTimeline
Kuhn & Co Investment Counsel5,400$309K0.26%013F-HRTimeline
Capital Market Strategies LLC5,353$306K0.2%-10,97713F-HRTimeline