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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Columbia Asset Management13,634$775K0.15%013F-HRTimeline
Leo Wealth, LLC13,470$766K0.06%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC13,452$765K0.14%+1,71413F-HRTimeline
Cherry Creek Investment Advisors, Inc.13,343$759K0.36%-1,45313F-HRTimeline
Rockingstone Advisors LLC13,335$758K0.4%-1,00013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,300$756K0.04%new13F-HRTimeline
GWN SECURITIES INC.13,299$756K0.14%-317,85713F-HRTimeline
Pure Financial Advisors, LLC13,248$753K0.01%new13F-HRTimeline
Axis Wealth Partners, LLC13,142$747K0.49%+6,58113F-HRTimeline
Alliance Wealth Advisors, LLC13,090$744K0.41%+26113F-HRTimeline
Arete Wealth Advisors, LLC13,039$741K0.05%-68,58013F-HRTimeline
Savvy Advisors, Inc.13,029$741K0.05%new13F-HRTimeline
Castle Rock Wealth Management, LLC12,866$734K0.17%-1,41913F-HRTimeline
Safeguard Investment Advisory Group, LLC12,893$733K0.18%+7,64013F-HRTimeline
Activest Wealth Management12,886$733K0.18%+7113F-HRTimeline
Reyes Financial Architecture, Inc.12,867$731K0.63%-3,31413F-HRTimeline
Independence Bank of Kentucky12,790$727K0.1%013F-HRTimeline
Auour Investments LLC12,759$725K0.25%+56713F-HRTimeline
Tyler-Stone Wealth Management12,724$723K0.12%013F-HRTimeline
Navis Wealth Advisors, LLC12,712$723K0.61%-1,37513F-HRTimeline
Clarity Capital Partners LLC12,633$718K0.26%-20,63113F-HRTimeline
Curi Capital, LLC12,589$716K0.01%+1,11713F-HRTimeline
THOMPSON DAVIS & CO., INC.12,572$715K0.49%-1,78713F-HR/ATimeline
Triad Wealth Partners, LLC12,549$713K0.14%+5,43213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,490$710K0.06%-43313F-HRTimeline
AllSquare Wealth Management LLC12,396$705K0.4%-6,92813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.12,385$704K0.36%+3,27013F-HRTimeline
Madison Wealth Partners, Inc12,380$704K0.15%+51313F-HRTimeline
Lakeridge Wealth Management LLC12,234$696K0.32%+1,40013F-HRTimeline
Lionsbridge Wealth Management LLC12,214$694K0.69%-73,95313F-HRTimeline
Fiduciary Group, LLC12,032$684K0.06%+1,11013F-HRTimeline
Milestone Asset Management Group, LLC12,005$682K0.51%+38113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,810$671K<0.01%-15,13113F-HRTimelineGroup
Fortis Group Advisors, LLC11,879$671K0.12%new13F-HRTimeline
WEST BANCORPORATION INC11,775$669K0.42%-1,71013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding11,769$669K-69,683Timeline
Darden Wealth Group Inc11,750$668K0.4%-2,50013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC11,723$666K0.5%+4,32813F-HRTimeline
Arcus Capital Partners, LLC11,484$653K0.28%-3613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC11,324$643K0.12%+86513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,303$643K0.02%+82213F-HRTimeline
Spahn Wealth & Retirement LLC11,275$641K0.41%013F-HRTimeline
Foster Victor Wealth Advisors, LLC11,267$641K0.04%+28113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,194$636K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.11,177$635K0.01%-70113F-HRTimeline
Fort Point Capital Partners LLC11,051$628K0.06%+1,93413F-HRTimeline
Hixon Zuercher, LLC11,040$628K0.2%+1,02213F-HRTimeline
Detalus Advisors, LLC11,028$627K0.18%-5,02313F-HRTimeline
Armstrong, Fleming & Moore, Inc10,916$621K0.34%-36,59913F-HRTimeline
Innovative Advisory Group, LLC10,904$620K0.53%+93213F-HRTimeline
ELEVATUS WELATH MANAGEMENT10,819$615K0.21%+3,45513F-HRTimeline
KFA Private Wealth Group, LLC10,814$615K0.19%+3,70013F-HRTimeline
Souders Financial Advisors10,758$612K0.08%-2,31613F-HRTimeline
Compass Ion Advisors, LLC10,704$609K0.07%-6,08713F-HRTimeline
Capstone Financial Advisors, Inc.10,700$608K0.04%+27113F-HRTimeline
Strategic Advisors LLC10,699$608K0.12%+3,50313F-HRTimeline
Bay Rivers Group10,584$602K0.28%+41713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,556$600K<0.01%+1,38413F-HR/ATimelineGroup
Fortress Wealth Management, Inc.10,534$599K0.29%-42713F-HRTimeline
Platform Technology Partners10,524$598K0.16%+2,19113F-HRTimeline
Capital Planning LLC10,507$597K0.19%-3,68013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,462$595K0.04%-4,68113F-HRTimelineGroup
Mascoma Wealth Management LLC10,460$595K0.14%-2,52313F-HRTimeline
Wilmington Savings Fund Society, FSB10,438$593K0.01%-2,28213F-HRTimeline
CGN Advisors LLC10,390$591K0.05%+2,45513F-HRTimeline
Quadcap Wealth Management, LLC10,369$589K0.07%+38813F-HRTimeline
American Money Management, LLC10,368$589K0.1%-50213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,351$588K0.04%-12513F-HR/ATimeline
Ascension Capital Advisors, Inc.10,331$587K0.25%+1313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,270$584K+5,043Timeline
One Capital Management, LLC10,227$581K0.02%-7313F-HRTimeline
Mascagni Wealth Management, Inc.10,220$581K0.49%-1,25413F-HRTimeline
American Capital Advisory, LLC10,103$574K0.29%-713F-HRTimeline
Mattern Wealth Management LLC10,082$573K0.12%+17813F-HRTimeline
Trust Co10,008$569K0.06%+313F-HRTimeline
Strategic Family Wealth Counselors, L.L…9,913$564K0.16%-1,48613F-HRTimeline
Key Financial Inc9,873$561K0.11%+7513F-HRTimeline
BTS Asset Management, Inc.9,659$549K0.66%+27113F-HRTimeline
Fortis Advisors, LLC9,646$548K0.35%+24413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,584$545K0.01%-1413F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC9,553$543K0.46%13F-HRTimeline
SANDERS MORRIS HARRIS LLC9,489$539K0.13%-2,74213F-HRTimeline
Cornell Pochily Investment Advisors, In…9,439$537K0.18%+2,06613F-HRTimeline
Beck Bode, LLC9,398$534K0.09%-5,55313F-HRTimeline
Johnson & White Wealth Management, LLC9,370$533K0.27%+1,87113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,308$529K<0.01%new13F-HRTimelineGroup
Coign Capital Advisors LLC9,284$528K0.36%-50313F-HRTimeline
Cascade Financial Partners, LLC9,264$527K0.06%+213F-HRTimeline
Modera Wealth Management, LLC9,241$525K0.01%+2,01913F-HRTimeline
Harvest Investment Services, LLC9,060$515K0.12%+5,14113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,962$509K0.18%-29713F-HRTimeline
Hurley Capital, LLC8,921$507K0.36%-1,21813F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,891$505K0.09%new13F-HRTimeline
American Financial Advisors, LLC8,878$505K0.07%-1,45713F-HRTimeline
Houlihan Financial Resource Group, Ltd.8,900$503K0.21%new13F-HRTimeline
Sterling Manor Financial, LLC8,832$502K0.33%+40913F-HRTimeline
LVZ, Inc.8,747$497K0.06%+1,04013F-HRTimeline
Sincerus Advisory, LLC8,589$492K0.46%+2,01413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,645$491K0.07%-2713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,640$491K0.03%+2,24513F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC8,632$491K0.01%-451,69613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,580$488K0.05%+1,70213F-HRTimeline
Compound Planning, Inc.8,566$487K0.02%-10,65613F-HRTimeline
Canvas Wealth Advisors, LLC8,472$484K0.1%+1,41513F-HRTimeline
Formidable Asset Management, LLC8,455$483K0.08%013F-HRTimeline
Nautilus Advisors LLC8,476$482K0.35%-8,84313F-HRTimeline
Moss Adams Wealth Advisors LLC8,402$478K0.04%-1,00813F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,377$476K0.3%+4,56613F-HRTimeline
Pine Valley Investments Ltd Liability Co8,337$474K0.03%+1,26813F-HRTimeline
SIGNATUREFD, LLC8,235$468K0.01%-1,57213F-HRTimeline
Pegasus Asset Management, Inc.8,235$468K0.16%new13F-HRTimeline
Meridian Financial Partners LLC8,235$468K0.22%+1,23713F-HRTimeline
Comprehensive Financial Planning, Inc./…8,186$465K0.37%+2,18913F-HRTimeline
Laraway Financial Advisors Inc8,185$465K0.35%+26013F-HRTimeline
Stegent Equity Advisors, Inc.8,178$465K0.41%-1,00513F-HRTimeline
WFA of San Diego, LLC8,170$464K0.34%13F-HRTimeline
Csenge Advisory Group8,266$464K0.02%+13213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…8,122$462K0.15%-1,55513F-HRTimeline
Marks Wealth, LLC8,050$458K0.15%+213F-HRTimeline
Private Wealth Asset Management, LLC8,000$455K0.06%013F-HRTimeline
Capasso Planning Partners LLC7,982$454K0.26%-1,17413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,915$450K0.04%+1,82713F-HRTimelineGroup
Consilium Wealth Advisory, LLC7,872$448K0.19%013F-HRTimeline
Samalin Investment Counsel, LLC7,856$447K0.17%+1,05013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,789$443K0.25%-15413F-HRTimeline
NAPA WEALTH MANAGEMENT7,786$443K0.21%-31013F-HRTimeline
Qube Research & Technologies Ltd7,775$442K<0.01%+5,74513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7,776$442K0.01%+6,74413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accel Wealth Management7,716$439K0.15%-25013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,711$438K0.12%+6,38613F-HRTimeline
NOVUS ADVISORS, LLC7,710$438K0.67%-12,23713F-HRTimeline
Pinnacle Family Advisors, LLC7,688$437K0.21%+14213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,663$436K<0.01%013F-HRTimelineGroup
Accredited Investors Inc.7,577$431K0.03%-31413F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,572$430K0.3%-1,30313F-HRTimeline
Morse Asset Management, Inc7,547$429K0.09%-3,48113F-HRTimeline
Fortis Capital Advisors, LLC7,477$425K0.08%-46013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,437$423K0.03%+3,19913F-HRTimeline
Choate Investment Advisors7,435$423K0.01%-1,85813F-HRTimeline
SimpliFi, Inc.7,345$418K0.18%+18613F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC7,337$417K0.19%-55513F-HRTimeline
Bison Wealth, LLC7,296$415K0.03%+27013F-HRTimeline
Endowment Wealth Management, Inc.7,277$414K0.21%+76913F-HRTimeline
STOCK YARDS BANK & TRUST CO7,229$411K0.01%-13513F-HRTimeline
FineMark National Bank & Trust7,224$411K0.01%+1,23413F-HRTimeline
Embree Financial Group7,152$407K0.06%+43313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,147$406K<0.01%+2,81513F-HRTimelineGroup
Rothschild Wealth LLC7,136$406K0.1%-63513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,131$405K0.02%new13F-HRTimelineGroup
Fiduciary Alliance LLC7,120$405K0.03%+1,37913F-HRTimeline
CAPITAL CITY TRUST CO/FL7,104$404K0.1%013F-HRTimeline
FSC Wealth Advisors, LLC7,101$404K0.25%-17013F-HR/ATimeline
Corps Capital Advisors, LLC7,072$402K0.65%-85813F-HRTimeline
TAGStone Capital, Inc.7,145$401K0.17%+72013F-HRTimeline
Atlantic Private Wealth, LLC7,043$400K0.27%013F-HRTimeline
Tanglewood Wealth Management, Inc.7,040$400K0.04%013F-HRTimeline
Southland Equity Partners LLC6,962$396K0.09%-59913F-HRTimeline
Reliant Wealth Planning6,962$396K0.15%+5513F-HRTimeline
IMS Capital Management6,933$394K0.18%-22213F-HRTimeline
Plan Group Financial, LLC6,933$394K0.13%+1,79213F-HRTimeline
LEIGH BALDWIN & CO., LLC6,901$392K0.26%+19013F-HRTimeline
McAdam, LLC6,882$391K0.02%-3613F-HRTimeline
Oregon Pacific Wealth Management, LLC6,873$391K0.37%-22713F-HRTimeline
PVG ASSET MANAGEMENT CORP6,859$390K1.33%+69913F-HRTimeline
Rollins Financial Advisors, LLC6,740$383K0.06%-82613F-HRTimeline
Aurdan Capital Management, LLC6,706$381K0.13%-16,09813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC6,650$378K0.09%-1313F-HRTimeline
Park Place Capital Corp6,584$374K0.09%013F-HRTimeline
Stablepoint Partners, LLC6,562$373K0.06%-8313F-HRTimeline
Smith Anglin Financial, LLC6,556$373K0.03%-12713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$373K0.02%013F-HRTimeline
Westside Investment Management, Inc.6,470$367K0.07%+4,37013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,447$367K0.06%-30,22613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…6,440$366K<0.01%-117,34313F-HRTimelineGroup
Private Capital Advisors, Inc.6,385$363K0.04%new13F-HRTimeline
Argent Advisors, Inc.6,354$361K0.11%-3,67313F-HRTimeline
Palacios Wealth Management, LLC6,353$361K0.3%-8,03913F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,263$356K0.03%-7613F-HRTimeline
Realta Investment Advisors6,248$355K0.14%+21713F-HRTimeline
Hubbell Strickland Wealth Management, L…6,231$354K0.16%+10513F-HRTimeline
Meriwether Wealth & Planning, LLC6,212$353K0.22%+37113F-HRTimeline
Alteri Wealth LLC6,207$353K0.14%+1613F-HRTimeline
Montz Harcus Wealth Management LLC6,172$351K0.17%+98313F-HRTimeline
Texas Yale Capital Corp.6,150$350K0.01%+40013F-HRTimeline
L2 Asset Management, LLC6,137$349K0.06%new13F-HRTimeline
BLB&B Advisors, LLC6,100$347K0.02%-70013F-HRTimeline
Dana Investment Advisors, Inc.5,940$338K0.01%+15013F-HRTimeline
Wills Financial Group LLC5,908$336K0.15%-52113F-HRTimeline
CRA Financial Services, LLC5,907$336K0.05%+20013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,866$333K<0.01%+33113F-HRTimeline
Johnson Bixby & Associates, LLC5,844$332K0.05%-34413F-HRTimeline
Legacy Financial Group LLC5,801$330K0.05%-3,33313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,755$327K0.02%+10013F-HRTimeline
Venturi Wealth Management, LLC5,743$327K0.02%-17,88713F-HRTimeline
Chris Bulman Inc5,718$325K0.19%new13F-HRTimeline
Headlands Technologies LLC5,688$323K0.04%+5,50613F-HRTimeline
CRUX WEALTH ADVISORS5,637$320K0.14%+10413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC5,625$320K0.22%+69013F-HRTimeline
Cannell & Spears LLC5,600$318K0.01%-1,90013F-HRTimeline
Winch Advisory Services, LLC5,600$318K0.08%-1113F-HRTimeline