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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PINCUS CAPITAL MANAGEMENT, LP15,500$879K0.61%013F-HRTimeline
IAM Advisory, LLC15,446$876K0.2%-68613F-HRTimeline
4J Wealth Management LLC15,351$870K0.49%+6,74713F-HRTimeline
Tranquility Partners, LLC15,303$867K0.33%+1,01413F-HRTimeline
Atlas Private Wealth Advisors15,290$867K0.2%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.15,290$867K0.25%-84913F-HRTimeline
Cypress Capital Management LLC (WY)15,214$862K0.8%-1,04613F-HRTimeline
INDEPENDENT INVESTORS INC15,211$862K0.17%013F-HRTimeline
Pinnacle Wealth Management, LLC15,123$857K0.58%-149,92013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP15,112$857K0.16%-1,10213F-HRTimeline
Strategic Financial Concepts, LLC15,049$853K0.21%new13F-HRTimeline
Keating Financial Advisory Services, In…14,951$847K0.14%+71913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,845$841K0.68%-1,39513F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV14,518$840K0.19%+2,73513F-HRTimeline
Carnegie Lake Advisors LLC14,787$838K0.33%-24013F-HRTimeline
Alliance Wealth Advisors, LLC14,771$837K0.4%+95013F-HRTimeline
Next Level Private LLC14,595$827K0.19%-2,89713F-HRTimeline
American Capital Advisory, LLC14,593$827K0.34%-2013F-HRTimeline
Legacy Bridge, LLC14,591$827K0.32%+39413F-HRTimeline
Cascades Capital Asset Management, LLC14,577$826K0.35%-4,19513F-HRTimeline
Compound Planning, Inc.14,555$825K0.03%+79913F-HRTimeline
Capstone Financial Advisors, Inc.14,501$822K0.04%+27613F-HRTimeline
Foster Victor Wealth Advisors, LLC14,134$817K0.05%+46613F-HRTimeline
Cornerstone Wealth Group, LLC14,167$815K0.05%-91,78213F-HRTimeline
Marshall Financial Group, LLC14,324$812K0.13%-82313F-HRTimeline
ELEVATUS WELATH MANAGEMENT14,276$809K0.42%-12613F-HRTimeline
Pure Financial Advisors, LLC14,276$809K0.01%+1,52913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.14,244$807K0.77%+55313F-HRTimeline
Resolute Wealth Strategies, LLC14,190$804K0.35%+26213F-HRTimeline
Capital Advisors, Ltd. LLC14,187$804K0.09%+2113F-HRTimeline
Fidelis Wealth Advisors LLC14,110$800K1.16%-38613F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC13,859$786K0.65%+27913F-HRTimeline
Activest Wealth Management13,758$780K0.14%+2,67513F-HRTimeline
Private Wealth Asset Management, LLC13,752$779K0.08%+7413F-HRTimeline
Arete Wealth Advisors, LLC13,630$773K0.06%+10113F-HR/ATimeline
Encompass More Asset Management13,550$768K0.13%+32213F-HRTimeline
Laraway Financial Advisors Inc13,531$767K0.54%+98513F-HRTimeline
Delta Investment Management, LLC13,517$766K0.14%+3,09713F-HRTimeline
Benchmark Financial Wealth Advisors, LLC13,505$765K0.21%-2,63013F-HRTimeline
Cassady Wealth & Retirement Planning, L…13,212$761K0.39%-1,66813F-HRTimeline
Rockingstone Advisors LLC13,385$759K0.35%+17013F-HRTimeline
Lionsbridge Wealth Management LLC13,353$757K0.76%+14213F-HRTimeline
Pegasus Asset Management, Inc.13,321$755K0.24%+1,01113F-HR/ATimeline
Leo Wealth, LLC13,290$753K0.05%+5713F-HRTimeline
Keystone Wealth Services, LLC13,225$750K0.16%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,200$748K0.28%-27113F-HRTimelineGroup
Cascade Financial Partners, LLC13,191$748K0.08%+60013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding13,133$744K-2,807Timeline
Integrated Wealth Management13,120$744K0.85%+20813F-HRTimeline
CRA Financial Services, LLC13,112$743K0.1%+1313F-HRTimeline
Diversified Portfolios, Inc.13,103$743K0.06%-1,30113F-HRTimeline
Commonwealth Financial Services, LLC13,020$738K0.12%+14613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…13,017$738K0.1%+1,25013F-HRTimeline
Lakeridge Wealth Management LLC12,915$732K0.31%+30613F-HRTimeline
TopTier Wealth Management, LLC12,908$732K0.45%-4213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding12,887$730K+21Timeline
BRIGHTON JONES LLC12,862$729K0.02%-114,66613F-HR/ATimeline
Dana Investment Advisors, Inc.12,826$727K0.02%-513F-HRTimeline
Pine Valley Investments Ltd Liability Co12,796$725K0.04%+1,29513F-HRTimeline
Balboa Wealth Partners12,787$725K0.12%+82913F-HRTimeline
Oakmont Advisory Group, LLC12,660$718K0.73%+3,60813F-HRTimeline
Harbor Asset Planning, Inc.12,644$717K0.6%-1,09713F-HRTimeline
Orgel Wealth Management, LLC12,640$716K0.02%+5,57913F-HRTimeline
Taylor & Morgan Wealth Management, LLC12,602$714K0.41%-6513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC12,558$712K0.16%+5,70313F-HRTimeline
Arcus Capital Partners, LLC12,519$710K0.26%+65913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,493$708K0.23%new13F-HRTimeline
Stenger Family Office, LLC12,461$706K0.12%+1,90313F-HRTimeline
Cypress Wealth Services, LLC12,381$702K0.1%+11413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12,336$699K0.19%+1,04913F-HRTimeline
Sterling Manor Financial, LLC12,330$699K0.44%+2,26213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,297$697K<0.01%+10,92413F-HRTimelineGroup
Fortis Group Advisors, LLC12,076$695K0.12%-52813F-HRTimeline
Athena Wealth Management, LLC12,036$682K0.56%-2,79613F-HRTimeline
Guided Capital Wealth Management, LLC11,986$679K0.45%013F-HRTimeline
WEST BANCORPORATION INC11,950$677K0.34%-35013F-HRTimeline
Fortune Financial Group, Inc.11,942$677K0.61%+1,15413F-HRTimeline
Main Street Financial Solutions, LLC11,830$671K0.05%-4,73513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC11,811$669K0.43%+3,89113F-HRTimeline
Advance Capital Management, Inc.11,743$666K0.03%-2,56313F-HRTimeline
HM PAYSON & CO11,515$653K0.01%+2,56513F-HRTimeline
Coquina Private Wealth LLC11,493$651K0.52%+3,33413F-HRTimeline
OpenArc Corporate Advisory, LLC11,439$648K0.01%+7,20613F-HRTimeline
PRIVATE TRUST CO NA11,400$646K0.06%+8,35513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV11,393$646K0.18%-1,08513F-HRTimeline
Williams Jones Wealth Management, LLC.11,350$643K0.01%new13F-HRTimeline
Maridea Wealth Management LLC11,289$640K0.09%-2,14213F-HRTimeline
Hixon Zuercher, LLC11,278$639K0.2%+70813F-HRTimeline
Darden Wealth Group Inc11,229$637K0.32%+413F-HRTimeline
MSH Capital Advisors LLC11,103$629K0.13%+2,73313F-HRTimeline
Red Door Wealth Management, LLC11,100$629K0.07%+2,68113F-HRTimeline
Sherman Wealth Management LLC11,098$629K0.54%+1,93313F-HRTimeline
Trust Co11,015$624K0.06%-10213F-HRTimeline
Aurdan Capital Management, LLC10,952$621K0.19%+68913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,930$620K0.03%new13F-HRTimelineGroup
Skyline Advisors, Inc.10,928$619K0.22%-5,13613F-HRTimeline
Camelot Portfolios, LLC10,906$618K0.46%+50513F-HRTimeline
PARK NATIONAL CORP /OH/10,903$618K0.02%-10013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,893$617K0.09%-81013F-HRTimeline
WealthPlan Investment Management, LLC10,843$615K0.03%-7,48913F-HRTimeline
Latitude Advisors, LLC10,826$614K0.28%-66813F-HRTimeline
Park Place Capital Corp10,769$610K0.12%-1,56213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,732$608K0.01%+31113F-HRTimelineGroup
WESBANCO BANK INC10,719$608K0.02%-1,82513F-HRTimeline
Accurate Wealth Management, LLC10,520$607K0.07%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,715$607K0.15%-2,91013F-HRTimeline
CORA CAPITAL ADVISORS LLC10,698$606K0.2%-31,76513F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,691$606K0.03%+1,44113F-HRTimeline
AssuredPartners Investment Advisors, LLC10,575$600K0.07%new13F-HRTimeline
Rothschild Wealth LLC10,538$597K0.05%+90613F-HRTimeline
QP WEALTH MANAGEMENT, LLC10,457$593K1.02%-19,56013F-HRTimeline
LVZ, Inc.10,451$592K0.07%+54113F-HRTimeline
Fisher Asset Management, LLC10,397$589K<0.01%+73413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC10,315$585K0.26%+1,11713F-HR/ATimeline
Legacy Financial Strategies, LLC10,296$584K0.11%-7,62913F-HRTimeline
Venture Visionary Partners LLC10,282$583K0.02%-31713F-HRTimeline
KFA Private Wealth Group, LLC10,245$581K0.14%+73013F-HRTimeline
Lineweaver Wealth Advisors, LLC10,227$580K0.08%-1,11713F-HRTimeline
Fortis Advisors, LLC10,222$579K0.29%+19513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC10,222$579K0.06%-90013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10,213$579K0.1%+9,69413F-HRTimelineGroup
Mascoma Wealth Management LLC10,212$579K0.12%+2113F-HRTimeline
Formidable Asset Management, LLC10,107$579K0.09%-71813F-HRTimeline
American Money Management, LLC10,189$578K0.09%-3213F-HRTimeline
Plus Group Wealth Advisors LLC10,163$576K0.63%+59613F-HRTimeline
Crumly & Associates Inc.10,152$575K0.12%+1,31513F-HRTimeline
Castle Rock Wealth Management, LLC10,170$574K0.12%+1,22713F-HRTimeline
Bridgewealth Advisory Group, LLC10,066$571K0.12%-19,66913F-HRTimeline
Richmond Investment Services, LLC10,020$568K0.09%new13F-HRTimeline
Mattern Wealth Management LLC9,954$564K0.11%013F-HRTimeline
Grandview Asset Management LLC9,937$563K0.16%-1,87913F-HRTimeline
Monument Capital Management9,923$562K0.14%-18613F-HRTimeline
Fiduciary Alliance LLC9,686$558K0.03%+38713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,835$557K<0.01%-60,76513F-HRTimeline
Clearwave Capital, LLC9,806$556K0.38%+6113F-HRTimeline
Detalus Advisors, LLC9,791$555K0.13%+3313F-HRTimeline
Texas Yale Capital Corp.9,750$553K0.02%+1,60013F-HRTimeline
Endowment Wealth Management, Inc.9,631$546K0.24%+24613F-HRTimeline
Key Financial Inc9,601$544K0.1%013F-HRTimeline
KKM Financial LLC9,462$542K0.1%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC9,530$540K0.08%+12013F-HRTimeline
Vickerman Investment Advisors, Inc.9,524$540K0.11%+2,00213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,523$540K0.34%+2,67013F-HRTimeline
Accredited Investors Inc.9,521$540K0.03%+1,52613F-HRTimeline
Strong Retirement Solutions LLC9,500$538K0.38%new13F-HRTimeline
One Capital Management, LLC9,461$536K0.01%+1813F-HRTimeline
Canvas Wealth Advisors, LLC9,441$535K0.09%+45013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC9,373$531K0.16%+3,77513F-HRTimeline
Shum Financial Group, Inc.9,372$531K0.38%+92413F-HRTimeline
Sentinel Advisory Group, LLC9,368$531K0.26%13F-HRTimeline
Argent Advisors, Inc.9,272$526K0.14%+2,91813F-HRTimeline
Innovative Advisory Group, LLC9,251$524K0.46%-2,95013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,178$520K<0.01%-82,21513F-HRTimelineGroup
PVG ASSET MANAGEMENT CORP9,165$517K0.31%-1,37313F-HRTimeline
American Financial Advisors, LLC9,106$516K0.07%+78713F-HRTimeline
Harvest Investment Services, LLC9,074$514K0.09%-1,91213F-HRTimeline
Comprehensive Financial Planning, Inc./…9,074$514K0.36%+17213F-HRTimeline
Bison Wealth, LLC9,110$510K0.05%+61813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,876$503K0.01%+3,30113F-HRTimeline
REBALANCE, LLC8,767$497K0.03%new13F-HRTimeline
Evolution Wealth Advisors, LLC8,715$494K0.05%-2,00013F-HRTimeline
Odyssey Capital Advisors, Inc.8,688$492K0.44%+13413F-HRTimeline
United Bank8,669$491K0.16%new13F-HRTimeline
Corps Capital Advisors, LLC8,649$490K0.43%-8213F-HRTimeline
Crossmark Global Holdings, Inc.8,617$488K0.01%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC8,510$482K0.25%+3613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,458$479K<0.01%-118,98913F-HRTimelineGroup
Cape Investment Advisory, Inc.8,410$477K0.16%+2,97013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,395$476K0.03%-26813F-HRTimeline
Prota Financial, LLC8,386$475K0.34%-201,86813F-HRTimeline
Stablepoint Partners, LLC8,380$475K0.07%+1,24613F-HRTimeline
VestGen Advisors, LLC8,362$469K0.01%+40513F-HRTimeline
Gateway Wealth Partners, LLC8,206$465K0.02%+4,40913F-HRTimeline
Realta Investment Advisors8,161$463K0.16%-1,65913F-HRTimeline
Cherry Creek Investment Advisors, Inc.8,128$461K0.2%-1,81313F-HRTimeline
WealthSpring Partners, LLC8,126$461K0.42%013F-HRTimeline
PlanVest Financial, Inc8,110$460K0.35%13F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC8,004$458K0.15%new13F-HRTimeline
Stegent Equity Advisors, Inc.8,073$458K0.39%-9513F-HRTimeline
Winch Advisory Services, LLC8,006$454K0.1%+1,08413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,000$453K<0.01%new13F-HR/ATimelineGroup
Cornell Pochily Investment Advisors, In…7,973$452K0.13%-13013F-HRTimeline
Bright Futures Wealth Management, LLC.7,924$449K0.31%+1913F-HRTimeline
Hurley Capital, LLC7,922$449K0.24%+39213F-HRTimeline
Consilium Wealth Advisory, LLC7,911$448K0.15%013F-HRTimeline
Essential Investment Partners LLC7,853$445K0.41%-5,98713F-HRTimeline
Sincerus Advisory, LLC7,843$445K0.34%-78413F-HRTimeline
WASHINGTON TRUST Co7,838$444K0.02%new13F-HRTimeline
Evercore Wealth Management, LLC7,834$444K0.01%-5,00013F-HRTimeline
Fearless Solutions, LLC dba Best Invest7,817$443K0.27%-12813F-HRTimeline
SimpliFi, Inc.7,784$441K0.19%+14913F-HRTimeline
DOVER ADVISORS, LLC7,783$441K0.18%-13513F-HRTimeline
JM2 Capital Inc.7,742$439K0.36%-1,29413F-HRTimeline
PEOPLES BANK /OH7,730$438K0.27%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,655$434K0.06%+61513F-HRTimeline
SIMPLEX TRADING, LLC7,652$434K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,640$433K0.05%013F-HRTimeline
Chris Bulman Inc7,590$430K0.19%+1,92213F-HRTimeline
Tortoise Investment Management, LLC7,571$429K0.04%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,555$428K0.01%-7,02413F-HRTimeline