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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FLORIDA FINANCIAL ADVISORS, LLC12,679$724K0.22%-1,16013F-HRTimeline
WEST BANCORPORATION INC12,650$722K0.4%+87513F-HRTimeline
Auour Investments LLC12,643$722K0.24%-11613F-HRTimeline
Harbor Asset Planning, Inc.12,635$722K0.65%-1,20413F-HRTimeline
Edge Financial Advisors LLC12,607$720K0.32%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,530$715K0.01%+6,66413F-HRTimeline
AllSquare Wealth Management LLC12,486$713K0.38%+9013F-HRTimeline
Lineweaver Wealth Advisors, LLC12,432$710K0.1%-3,30113F-HRTimeline
Oxinas Partners, LLC12,426$709K0.38%-32,01613F-HRTimeline
Castle Rock Wealth Management, LLC12,453$707K0.16%-41313F-HRTimeline
Lakeridge Wealth Management LLC12,388$707K0.31%+15413F-HRTimeline
Independence Asset Advisors, LLC12,406$706K0.3%-3,11113F-HRTimeline
Grandview Asset Management LLC12,323$704K0.2%-2,65313F-HRTimeline
Navis Wealth Advisors, LLC12,316$703K0.53%-39613F-HRTimeline
Delta Investment Management, LLC12,299$702K0.13%-60,90713F-HRTimeline
Innovative Advisory Group, LLC12,270$701K0.46%+1,36613F-HRTimeline
Pure Financial Advisors, LLC12,195$696K0.01%-1,05313F-HRTimeline
Latitude Advisors, LLC12,191$696K0.32%-2,12013F-HRTimeline
Atlantic Private Wealth, LLC12,054$688K0.44%+5,01113F-HRTimeline
Bay Rivers Group12,026$687K0.29%+1,44213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,000$685K0.03%-3,00013F-HRTimeline
Mezzasalma Advisors, LLC11,925$681K0.17%new13F-HRTimeline
Savvy Advisors, Inc.11,908$680K0.03%-1,12113F-HRTimeline
WESBANCO BANK INC11,855$677K0.02%-2,33913F-HRTimeline
Arcus Capital Partners, LLC11,840$676K0.3%+35613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…11,818$676K0.14%+4913F-HRTimelineGroup
Hixon Zuercher, LLC11,536$659K0.2%+49613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,498$657K0.03%+1,03613F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC11,441$653K0.16%-1,45213F-HRTimeline
KFA Private Wealth Group, LLC11,440$653K0.19%+62613F-HRTimeline
TUDOR INVESTMENT CORP ET AL11,381$650K<0.01%new13F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,338$647K<0.01%-47213F-HR/ATimelineGroup
Spahn Wealth & Retirement LLC11,275$644K0.38%013F-HRTimeline
Detalus Advisors, LLC11,201$640K0.17%+17313F-HRTimeline
Pegasus Asset Management, Inc.11,172$638K0.2%+2,93713F-HR/ATimeline
Activest Wealth Management11,028$630K0.13%-1,85813F-HRTimeline
Darden Wealth Group Inc10,950$625K0.33%-80013F-HRTimeline
Camelot Portfolios, LLC10,943$625K0.37%-4,77113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,922$624K0.07%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc10,916$623K0.3%013F-HRTimeline
Venture Visionary Partners LLC10,823$618K0.02%-27,72713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,708$611K0.03%+3,57713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …10,698$611K0.04%+34713F-HRTimeline
FineMark National Bank & Trust10,600$605K0.02%+3,37613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,590$605K0.02%-71313F-HRTimeline
KKM Financial LLC10,542$602K0.19%-3,72013F-HRTimeline
Capital Planning LLC10,507$600K0.17%013F-HRTimeline
Fortis Capital Advisors, LLC10,504$600K0.1%+3,02713F-HRTimeline
Meridian Financial Advisors, LLC10,499$599K0.34%+5,61913F-HRTimeline
Mascoma Wealth Management LLC10,480$598K0.13%+2013F-HRTimeline
Platform Technology Partners10,451$597K0.14%-7313F-HRTimeline
Crossmark Global Holdings, Inc.10,415$595K0.01%-76213F-HRTimeline
Curi Capital, LLC10,345$591K0.01%-2,24413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC10,344$591K0.05%+6,76013F-HRTimeline
Sheets Smith Investment Management10,318$589K0.38%new13F-HRTimeline
One Capital Management, LLC10,314$589K0.02%+8713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,301$588K<0.01%new13F-HRTimelineGroup
PVG ASSET MANAGEMENT CORP10,293$588K2.16%+3,43413F-HRTimeline
GTS SECURITIES LLC10,291$588K0.02%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co10,273$587K0.03%+1,93613F-HRTimeline
Fortress Wealth Management, Inc.10,265$586K0.26%-26913F-HRTimeline
Aurdan Capital Management, LLC10,263$586K0.19%+3,55713F-HRTimeline
Ascension Capital Advisors, Inc.10,256$586K0.23%-7513F-HRTimeline
Annex Advisory Services, LLC10,216$583K0.01%-3,48513F-HRTimeline
Tradewinds, LLC.10,214$583K0.14%-74,14313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,196$582K0.09%+5,33213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT10,068$575K0.27%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,132$575K<0.01%new13F-HRTimelineGroup
Trust Co10,059$574K0.06%+5113F-HRTimeline
Quartz Partners, LLC9,985$570K0.21%+5,44513F-HRTimeline
Laraway Financial Advisors Inc9,936$567K0.39%+1,75113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC9,893$565K0.14%+2,18213F-HRTimeline
Formidable Asset Management, LLC9,933$565K0.09%+1,47813F-HRTimeline
Vise Technologies, Inc.9,868$563K0.02%-59,94313F-HRTimeline
American Money Management, LLC9,853$563K0.09%-51513F-HRTimeline
AMERIFLEX GROUP, INC.9,844$562K0.21%-22,09613F-HRTimeline
Fortis Advisors, LLC9,839$562K0.32%+19313F-HRTimeline
Mattern Wealth Management LLC9,704$554K0.11%-37813F-HRTimeline
Johnson & White Wealth Management, LLC9,667$552K0.25%+29713F-HRTimeline
Harvest Investment Services, LLC9,640$550K0.11%+58013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co9,584$547K0.01%013F-HRTimelineGroup
Key Financial Inc9,488$539K0.1%-38513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC9,353$534K0.37%-20013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,331$533K0.05%+75113F-HRTimeline
Advisory Resource Group9,312$532K0.1%-177,62913F-HRTimeline
RWA WEALTH PARTNERS, LLC9,303$531K0.01%new13F-HRTimeline
Mascagni Wealth Management, Inc.9,289$530K0.41%-93113F-HRTimeline
Virtue Capital Management, LLC1,054$526K0.08%new13F-HR/ATimeline
Cascade Financial Partners, LLC9,191$525K0.06%-7313F-HRTimeline
Endowment Wealth Management, Inc.9,111$520K0.24%+1,83413F-HRTimeline
Hurley Capital, LLC9,098$519K0.29%+17713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,979$517K0.17%+1713F-HRTimeline
Meridian Financial Partners LLC8,931$508K0.21%+69613F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,891$508K0.08%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,885$507K0.15%-55413F-HRTimeline
Canvas Wealth Advisors, LLC8,869$506K0.09%+39713F-HRTimeline
Crumly & Associates Inc.8,842$505K0.11%+4,66413F-HRTimeline
Cooper Capital Advisors LLC8,821$504K0.33%-6,05013F-HRTimeline
Matisse Capital8,705$497K0.22%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…8,700$497K0.34%+51413F-HRTimeline
Fiduciary Alliance LLC8,699$497K0.03%+1,57913F-HRTimeline
Reliant Wealth Planning8,666$495K0.16%+1,70413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,656$494K<0.01%-1,90013F-HRTimelineGroup
L2 Asset Management, LLC8,633$493K0.07%+2,49613F-HRTimeline
Sincerus Advisory, LLC8,604$491K0.42%+1513F-HRTimeline
4J Wealth Management LLC8,604$491K0.29%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,533$487K<0.01%+87013F-HRTimelineGroup
Sterling Manor Financial, LLC8,471$484K0.31%-36113F-HRTimeline
Capasso Planning Partners LLC8,445$482K0.3%+46313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,439$482K0.27%+6213F-HRTimeline
LVZ, Inc.8,407$480K0.05%-34013F-HRTimeline
CRA Financial Services, LLC8,404$480K0.07%+2,49713F-HRTimeline
Edgestream Partners, L.P.8,402$480K0.01%new13F-HRTimeline
American Financial Advisors, LLC8,365$478K0.06%-51313F-HRTimeline
Shum Financial Group, Inc.8,360$477K0.36%13F-HRTimeline
Modera Wealth Management, LLC8,341$476K0.01%-90013F-HRTimeline
Realta Investment Advisors8,341$476K0.16%+2,09313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,340$476K0.07%-30513F-HRTimeline
Brookwood Investment Group LLC8,329$476K0.06%-22,36513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,685$475K0.03%-95513F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,243$471K0.04%+32813F-HRTimelineGroup
Quadcap Wealth Management, LLC8,242$471K0.06%-2,12713F-HRTimeline
FSC Wealth Advisors, LLC8,216$469K0.27%+1,11513F-HRTimeline
GAMMA Investing LLC8,179$467K0.03%-18,23513F-HRTimeline
Stegent Equity Advisors, Inc.8,168$466K0.38%-1013F-HRTimeline
Private Wealth Asset Management, LLC8,075$461K0.05%+7513F-HRTimeline
Valeo Financial Advisors, LLC8,021$458K0.01%+3,06213F-HRTimeline
Beta Wealth Group, Inc.7,959$454K0.18%-247,22913F-HRTimeline
Consilium Wealth Advisory, LLC7,911$452K0.17%+3913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,887$450K0.06%-8,52513F-HRTimeline
PARK NATIONAL CORP /OH/7,758$443K0.01%+2,39113F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,725$441K0.39%-1,17513F-HRTimeline
Accredited Investors Inc.7,698$440K0.02%+12113F-HRTimeline
Texas Yale Capital Corp.7,650$437K0.01%+1,50013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC7,650$437K0.1%+1,00013F-HRTimeline
THOMPSON DAVIS & CO., INC.7,583$433K0.27%-4,98913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,569$432K0.01%-15,17013F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,539$430K0.28%-3313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,527$430K0.06%new13F-HRTimeline
SimpliFi, Inc.7,493$428K0.18%+14813F-HRTimeline
BRIGHTON JONES LLC7,441$425K0.01%-9,98113F-HRTimeline
Choate Investment Advisors7,435$425K0.01%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC7,405$423K0.03%-5,08513F-HRTimeline
Beck Bode, LLC7,319$418K0.07%-2,07913F-HRTimeline
WFA of San Diego, LLC7,253$414K0.28%-91713F-HRTimeline
STOCK YARDS BANK & TRUST CO7,229$413K0.01%013F-HRTimeline
TAGStone Capital, Inc.7,208$412K0.16%+6313F-HRTimeline
CAPITAL CITY TRUST CO/FL7,104$406K0.1%013F-HRTimeline
Southland Equity Partners LLC7,100$405K0.08%+13813F-HRTimeline
Qube Research & Technologies Ltd7,081$404K<0.01%-69413F-HRTimeline
Rothschild Wealth LLC7,047$402K0.09%-8913F-HRTimeline
Tanglewood Wealth Management, Inc.7,040$402K0.04%013F-HRTimeline
McAdam, LLC7,038$402K0.02%+15613F-HRTimeline
Oregon Pacific Wealth Management, LLC7,038$402K0.35%+16513F-HRTimeline
LEIGH BALDWIN & CO., LLC6,972$398K0.22%+7113F-HR/ATimeline
Pinnacle Family Advisors, LLC6,960$397K0.17%-72813F-HRTimeline
Plan Group Financial, LLC6,950$397K0.11%+1713F-HRTimeline
Winch Advisory Services, LLC6,922$395K0.09%+1,32213F-HRTimeline
Columbia Asset Management6,894$394K0.07%-6,74013F-HRTimeline
Jackson Hole Capital Partners, LLC6,813$389K0.07%+2,82313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST6,800$388K0.04%+5,00013F-HRTimeline
IMS Capital Management6,774$387K0.18%-15913F-HRTimeline
Stablepoint Partners, LLC6,710$383K0.06%+14813F-HRTimeline
CWA Asset Management Group, LLC6,700$383K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC6,681$382K0.04%-4,02313F-HRTimeline
Park Place Capital Corp6,584$376K0.08%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$374K0.02%013F-HRTimeline
Westside Investment Management, Inc.6,470$368K0.06%013F-HRTimeline
Gallacher Capital Management LLC6,448$368K0.15%+1,97113F-HRTimeline
Bison Wealth, LLC6,525$368K0.03%-77113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,437$368K0.02%-1,00013F-HRTimeline
NorthRock Partners, LLC6,402$366K0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC6,400$365K0.06%-34013F-HRTimeline
Private Capital Advisors, Inc.6,385$365K0.04%013F-HRTimeline
Tepp RIA, LLC6,372$364K0.41%new13F-HRTimeline
Alteri Wealth LLC6,359$363K0.12%+15213F-HRTimeline
Argent Advisors, Inc.6,354$363K0.11%013F-HRTimeline
Hubbell Strickland Wealth Management, L…6,341$362K0.15%+11013F-HRTimeline
Mach-1 Financial Group, LLC6,325$361K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC6,325$361K0.06%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,288$359K0.1%+4,77013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,278$358K0.12%-1,84413F-HRTimeline
SIGNATUREFD, LLC6,276$358K0.01%-1,95913F-HRTimeline
Legacy Wealth Management, LLC / MS6,267$358K0.11%new13F-HRTimeline
Wealth Management Partners, LLC6,251$357K0.11%+75013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC6,244$357K0.24%new13F-HRTimeline
BAILARD, INC.6,236$356K0.01%+97613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,251$356K<0.01%+2,40013F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,166$352K0.02%-9713F-HRTimeline
Corps Capital Advisors, LLC6,147$351K0.53%-92513F-HRTimeline
Elevate Capital Advisors, LLC6,102$348K0.24%new13F-HRTimeline
Mission Hills Financial Advisory, LLC6,079$347K0.18%+2,03913F-HRTimeline
New Insight Wealth Advisors6,002$343K0.13%+1,43513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC5,981$342K0.22%+35613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…5,947$340K0.05%-50013F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,932$339K0.01%-2,70013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,896$337K0.17%new13F-HRTimeline
Orgel Wealth Management, LLC5,892$336K0.01%+81213F-HRTimeline
EPG Wealth Management LLC5,857$334K0.09%+33113F-HRTimeline
Samalin Investment Counsel, LLC5,853$334K0.12%-2,00313F-HRTimeline