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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,373 managers (1,391 13F filers) reported a position in JEPI shares at 2025-12-31, 316,534,976 shares in all. 93 filers opened a position and 83 filers sold out during the quarter.

Managers
1,373
13F filers
1,391
New
93
Added
589
Reduced
494
Sold out
83
Shares held by filers
316,534,976

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Concorde Asset Management, LLC15,494$887K0.35%-1,39113F-HRTimeline
Axis Wealth Partners, LLC15,486$886K0.49%+48013F-HRTimeline
FineMark National Bank & Trust15,477$886K0.03%+4,87713F-HRTimeline
Menard Financial Group LLC15,409$882K0.61%-48313F-HRTimeline
Fiduciary Group, LLC15,407$882K0.07%+1,43913F-HRTimeline
INDEPENDENT INVESTORS INC15,211$871K0.16%013F-HRTimeline
Marshall Financial Group, LLC15,147$867K0.17%-92913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,072$863K0.05%+4,37413F-HRTimeline
Carnegie Lake Advisors LLC15,027$860K0.33%-10013F-HRTimeline
Cassady Wealth & Retirement Planning, L…14,880$852K0.56%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding14,755$851K+9,013Timeline
Crescent Grove Advisors, LLC14,798$850K0.08%+9,18413F-HRTimeline
Athena Wealth Management, LLC14,832$849K0.83%13F-HRTimeline
American Capital Advisory, LLC14,613$836K0.36%-34113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,579$835K0.02%new13F-HRTimeline
Fidelis Wealth Advisors LLC14,496$830K1.2%13F-HRTimeline
Diversified Portfolios, Inc.14,404$824K0.07%-2,35813F-HRTimeline
ELEVATUS WELATH MANAGEMENT14,402$824K0.23%+93713F-HRTimeline
Advance Capital Management, Inc.14,306$819K0.03%-3,08813F-HRTimeline
Tranquility Partners, LLC14,289$818K0.29%-74913F-HRTimeline
Keating Financial Advisory Services, In…14,232$815K0.11%13F-HRTimeline
Capstone Financial Advisors, Inc.14,225$814K0.04%-30813F-HRTimeline
Legacy Bridge, LLC14,197$813K0.33%+30013F-HRTimeline
Capital Advisors, Ltd. LLC14,166$811K0.09%+29513F-HRTimeline
Foster Victor Wealth Advisors, LLC13,668$798K0.05%-1,61813F-HRTimeline
Resolute Wealth Strategies, LLC13,928$797K0.35%-25913F-HRTimeline
Wealth Watch Advisors, INC13,854$793K0.29%new13F-HRTimeline
Essential Investment Partners LLC13,840$792K0.75%13F-HRTimeline
Alliance Wealth Advisors, LLC13,821$791K0.38%+69313F-HRTimeline
Compound Planning, Inc.13,756$787K0.02%-1,45613F-HRTimeline
Harbor Asset Planning, Inc.13,741$787K0.67%+1,10613F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.13,691$784K0.77%13F-HRTimeline
Private Wealth Asset Management, LLC13,678$783K0.09%+5,60313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC13,625$780K0.21%+94613F-HRTimeline
Platform Technology Partners13,620$780K0.17%+3,16913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,580$777K0.64%+3813F-HRTimeline
Arete Wealth Advisors, LLC13,529$774K0.05%+24513F-HR/ATimeline
Maridea Wealth Management LLC13,431$769K0.12%+9,54413F-HRTimeline
Blue Chip Partners, LLC13,313$762K0.06%-6,43413F-HRTimeline
Leo Wealth, LLC13,233$757K0.05%new13F-HRTimeline
Encompass More Asset Management13,228$757K0.14%+8,97713F-HRTimeline
Tandem Financial, LLC13,064$757K0.91%-2,72413F-HRTimeline
Rockingstone Advisors LLC13,215$756K0.34%+10013F-HRTimeline
Lionsbridge Wealth Management LLC13,211$756K0.77%-18,70813F-HRTimeline
XY Planning Network, Inc.13,118$751K0.13%new13F-HRTimeline
CRA Financial Services, LLC13,099$750K0.1%+4,69513F-HRTimeline
TopTier Wealth Management, LLC12,950$741K0.5%13F-HRTimeline
Integrated Wealth Management12,912$739K0.83%13F-HRTimeline
Fortis Group Advisors, LLC12,604$738K0.12%-16313F-HRTimeline
Commonwealth Financial Services, LLC12,874$737K0.12%-31213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding12,866$736K+20Timeline
Evercore Wealth Management, LLC12,834$735K0.01%-1,50013F-HRTimeline
Dana Investment Advisors, Inc.12,831$734K0.02%+7,16513F-HRTimeline
Pure Financial Advisors, LLC12,747$730K0.01%+55213F-HRTimeline
Taylor & Morgan Wealth Management, LLC12,667$725K0.41%-1,84513F-HRTimeline
Lakeridge Wealth Management LLC12,609$722K0.33%+22113F-HRTimeline
Cascade Financial Partners, LLC12,591$721K0.07%+3,40013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…12,550$718K0.03%+55013F-HRTimeline
Laraway Financial Advisors Inc12,546$718K0.47%+2,61013F-HRTimeline
WESBANCO BANK INC12,544$718K0.02%+68913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,280$715K0.05%+2,59513F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV12,478$714K0.2%-13,92413F-HRTimeline
Park Place Capital Corp12,331$706K0.15%+5,74713F-HRTimeline
Pegasus Asset Management, Inc.12,310$705K0.22%+1,13813F-HR/ATimeline
WEST BANCORPORATION INC12,300$704K0.37%-35013F-HRTimeline
Cypress Wealth Services, LLC12,267$702K0.1%new13F-HRTimeline
Madison Wealth Partners, Inc12,252$701K0.13%-60513F-HRTimeline
New Insight Wealth Advisors12,252$701K0.25%+6,25013F-HRTimeline
Innovative Advisory Group, LLC12,201$698K0.46%-6913F-HRTimeline
Guided Capital Wealth Management, LLC11,986$686K0.48%new13F-HRTimeline
Balboa Wealth Partners11,958$684K0.11%-1,43613F-HRTimeline
Arcus Capital Partners, LLC11,860$679K0.24%+2013F-HRTimeline
Grandview Asset Management LLC11,816$676K0.19%-50713F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV11,783$674K0.16%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,767$674K0.1%+1,57113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,703$670K0.11%-4,21013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,501$659K0.03%+1,22813F-HRTimeline
Latitude Advisors, LLC11,494$658K0.29%-69713F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC11,476$657K0.3%13F-HRTimeline
Lineweaver Wealth Advisors, LLC11,344$649K0.09%-1,08813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC11,287$646K0.16%+1,39413F-HRTimeline
Darden Wealth Group Inc11,225$643K0.31%+27513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC11,122$637K0.07%+20013F-HRTimeline
Trust Co11,117$636K0.06%+1,05813F-HRTimeline
Activest Wealth Management11,083$634K0.12%+5513F-HRTimeline
PARK NATIONAL CORP /OH/11,003$630K0.02%+3,24513F-HRTimeline
Harvest Investment Services, LLC10,986$629K0.12%+1,34613F-HRTimeline
Fortune Financial Group, Inc.10,788$625K0.61%13F-HRTimeline
Plan Group Financial, LLC10,851$621K0.16%+3,90113F-HRTimeline
Formidable Asset Management, LLC10,825$618K0.09%+89213F-HRTimeline
Evolution Wealth Advisors, LLC10,715$613K0.06%-7,94213F-HRTimeline
RWA WEALTH PARTNERS, LLC10,612$607K0.01%+1,30913F-HRTimeline
Venture Visionary Partners LLC10,599$607K0.02%-22413F-HRTimeline
Hixon Zuercher, LLC10,570$605K0.18%-96613F-HRTimeline
Stenger Family Office, LLC10,558$604K0.12%new13F-HRTimeline
PVG ASSET MANAGEMENT CORP10,538$603K1.28%+24513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,421$596K0.01%+83713F-HRTimelineGroup
Delta Investment Management, LLC10,420$596K0.1%-1,87913F-HRTimeline
Camelot Portfolios, LLC10,401$595K0.37%-54213F-HRTimeline
BCS Wealth Management10,336$592K0.06%+5,59313F-HRTimeline
Aurdan Capital Management, LLC10,263$587K0.18%013F-HRTimeline
Tradewinds, LLC.10,245$586K0.14%+3113F-HRTimeline
American Money Management, LLC10,221$585K0.09%+36813F-HRTimeline
SANDERS MORRIS HARRIS LLC10,072$584K0.9%-3,62213F-HRTimeline
Mascoma Wealth Management LLC10,191$583K0.13%-28913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,177$583K0.1%-3,31313F-HRTimelineGroup
Monument Capital Management10,109$579K0.14%-3,66413F-HRTimeline
Sterling Manor Financial, LLC10,068$576K0.36%+1,59713F-HRTimeline
Fortis Advisors, LLC10,027$574K0.32%+18813F-HRTimeline
Mattern Wealth Management LLC9,954$570K0.11%+25013F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,941$569K0.24%-3,12213F-HRTimeline
LVZ, Inc.9,910$567K0.06%+1,50313F-HR/ATimeline
Realta Investment Advisors9,820$562K0.18%+1,47913F-HRTimeline
FMR LLCin group FMR LLC9,810$562K<0.01%+9,10713F-HRTimelineGroup
Johnson & White Wealth Management, LLC9,786$560K0.24%+11913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.9,774$559K<0.01%new13F-HRTimelineGroup
Detalus Advisors, LLC9,758$559K0.14%-1,44313F-HRTimeline
Clearwave Capital, LLC9,745$558K0.41%13F-HRTimeline
Fisher Asset Management, LLC9,663$553K<0.01%new13F-HRTimeline
Rothschild Wealth LLC9,632$551K0.05%+2,58513F-HR/ATimeline
Key Financial Inc9,601$550K0.1%+11313F-HRTimeline
Plus Group Wealth Advisors LLC9,567$548K0.61%13F-HRTimeline
KFA Private Wealth Group, LLC9,515$545K0.13%-1,92513F-HRTimeline
KKM Financial LLC9,462$542K0.1%-1,08013F-HRTimeline
One Capital Management, LLC9,443$541K0.02%-87113F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,410$539K0.08%+51913F-HRTimeline
Endowment Wealth Management, Inc.9,385$537K0.25%+27413F-HRTimeline
Quartz Partners, LLC9,367$536K0.2%-61813F-HRTimeline
Fiduciary Alliance LLC9,299$532K0.03%+60013F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,250$529K0.03%-5,77213F-HRTimeline
Sherman Wealth Management LLC9,165$525K0.46%13F-HR/ATimeline
MARIPAU WEALTH MANAGEMENT LLC9,198$524K0.24%+3,30213F-HRTimeline
Advyzon Investment Management, LLC9,077$520K0.06%new13F-HRTimeline
Castle Rock Wealth Management, LLC8,943$519K0.11%-3,51013F-HRTimeline
Canvas Wealth Advisors, LLC8,991$518K0.09%+12213F-HRTimeline
Oakmont Advisory Group, LLC9,052$518K0.55%13F-HRTimeline
JM2 Capital Inc.9,036$517K0.42%13F-HRTimeline
HM PAYSON & CO8,950$512K0.01%+3,52513F-HRTimeline
Comprehensive Financial Planning, Inc./…8,902$510K0.34%+20213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,846$506K0.17%-13313F-HRTimeline
Crumly & Associates Inc.8,837$506K0.11%-513F-HRTimeline
Matisse Capital8,765$502K0.22%+6013F-HRTimeline
Corps Capital Advisors, LLC8,731$500K0.52%+2,58413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,663$496K0.04%-1,68113F-HRTimeline
Sincerus Advisory, LLC8,627$494K0.4%+2313F-HRTimeline
Crossmark Global Holdings, Inc.8,617$493K0.01%-1,79813F-HRTimeline
4J Wealth Management LLC8,604$492K0.28%013F-HRTimeline
Odyssey Capital Advisors, Inc.8,554$490K0.43%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,474$485K0.26%+3513F-HRTimeline
Capasso Planning Partners LLC8,466$485K0.27%+2113F-HRTimeline
Shum Financial Group, Inc.8,448$484K0.35%+8813F-HRTimeline
Brookwood Investment Group LLC8,444$483K0.06%+11513F-HRTimeline
Red Door Wealth Management, LLC8,419$482K0.05%+3,36813F-HRTimeline
MSH Capital Advisors LLC8,370$479K0.1%new13F-HRTimeline
Bison Wealth, LLC8,492$476K0.05%+1,96713F-HRTimeline
American Financial Advisors, LLC8,319$476K0.06%-4613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,308$476K0.04%+6513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,273$474K<0.01%new13F-HRTimelineGroup
Stegent Equity Advisors, Inc.8,168$468K0.36%013F-HRTimeline
Modera Wealth Management, LLC8,161$467K0.01%-18013F-HRTimeline
Coquina Private Wealth LLC8,159$467K0.37%13F-HRTimeline
Texas Yale Capital Corp.8,150$467K0.01%+50013F-HRTimeline
WealthSpring Partners, LLC8,126$465K0.48%13F-HRTimeline
Selby Wealth Management, LLC8,118$465K0.19%13F-HRTimeline
Cornell Pochily Investment Advisors, In…8,103$464K0.13%-78213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,005$458K0.03%-3,49313F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA8,000$458K0.28%new13F-HRTimeline
Accredited Investors Inc.7,995$458K0.02%+29713F-HRTimeline
DOVER ADVISORS, LLC7,918$457K0.18%-6,67913F-HRTimeline
VestGen Advisors, LLC7,957$455K0.02%-11,10413F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,945$455K0.28%+40613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC7,920$453K0.31%+1,67613F-HRTimeline
Consilium Wealth Advisory, LLC7,911$453K0.17%013F-HRTimeline
Bright Futures Wealth Management, LLC.7,905$452K0.33%-13,66313F-HRTimeline
McAdam, LLC7,788$446K0.02%+75013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,640$437K0.08%-24713F-HRTimeline
SimpliFi, Inc.7,635$437K0.18%+14213F-HRTimeline
Oak Barrel Wealth Advisory LLC7,606$435K0.26%13F-HRTimeline
Rolek Wealth Management LLC7,542$432K0.3%new13F-HRTimeline
Hurley Capital, LLC7,530$431K0.24%-1,56813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC7,528$431K0.29%-1,82513F-HRTimeline
Vickerman Investment Advisors, Inc.7,522$431K0.09%new13F-HRTimeline
Entelevest, LLC7,501$429K0.44%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,497$429K0.04%-1,83413F-HRTimeline
Capital Planning LLC7,397$427K0.12%-3,11013F-HRTimeline
Choate Investment Advisors7,435$426K0.01%013F-HRTimeline
TAGStone Capital, Inc.7,346$424K0.16%+13813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,365$422K0.03%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO7,361$421K0.01%+13213F-HRTimeline
LEIGH BALDWIN & CO., LLC7,284$417K0.27%+31213F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,284$417K0.03%-74,66813F-HRTimeline
Venturi Wealth Management, LLC7,201$412K0.02%+1,40713F-HRTimeline
Stablepoint Partners, LLC7,134$408K0.06%+42413F-HRTimeline
Integrity Advisory Solutions, LLC7,114$407K0.06%+78913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,109$407K<0.01%-1,54713F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL7,104$407K0.09%013F-HRTimeline
Quadcap Wealth Management, LLC7,243$406K0.05%-99913F-HRTimeline
WFA of San Diego, LLC7,070$405K0.3%-18313F-HRTimeline
Orgel Wealth Management, LLC7,061$404K0.01%+1,16913F-HRTimeline
THOMPSON DAVIS & CO., INC.7,050$404K0.24%-53313F-HRTimeline