JEPI J P MORGAN EXCHANGE TRADED F

ETF (fund)

1,400 managers (1,417 13F filers) reported a position in JEPI shares at 2026-06-30, 321,868,241 shares in all. 104 filers opened a position and 94 filers sold out during the quarter.

Managers: 1,400
13F filers: 1,417
New: 104
Added: 672
Reduced: 493
Sold out: 94
Shares held by filers: 321,868,241

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	7,529	$425K	0.03%	0	13F-HR Timeline Group
OARSMAN CAPITAL, INC.	7,504	$424K	0.04%	+1,752	13F-HR Timeline
PERSONAL CFO SOLUTIONS, LLC	7,459	$421K	0.06%	-3,434	13F-HR Timeline
Choate Investment Advisors	7,435	$420K	0.01%	0	13F-HR Timeline
REICON WEALTH ADVISORS, LLC	7,369	$416K	0.26%	-14	13F-HR Timeline
Integrity Advisory Solutions, LLC	7,366	$416K	0.04%	+28	13F-HR Timeline
Johnson Financial Group, LLC	7,357	$416K	0.02%	new	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	7,334	$414K	<0.01%	+479	13F-HR Timeline Group
Pinion Investment Advisors, LLC	7,330	$414K	0.08%	+343	13F-HR Timeline
Venturi Wealth Management, LLC	7,310	$413K	0.02%	+450	13F-HR Timeline
Acorn Wealth Advisors, LLC	7,307	$413K	0.1%	-26,601	13F-HR Timeline
JM2 Capital Inc.	7,304	$413K	0.28%	-438	13F-HR Timeline
WETZEL INVESTMENT ADVISORS, INC.	7,275	$411K	0.14%	-242	13F-HR Timeline
Qube Research & Technologies Ltd	7,266	$410K	<0.01%	+3,733	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	7,265	$410K	0.06%	-375	13F-HR Timeline
Lionsbridge Wealth Management LLC	7,258	$410K	0.4%	-6,095	13F-HR Timeline
Edgestream Partners, L.P.	7,257	$410K	0.01%	+3,571	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	7,203	$408K	0.13%	-23	13F-HR Timeline
Activest Wealth Management	7,219	$408K	0.08%	-6,539	13F-HR Timeline
Vigil Wealth Management, LLC	7,199	$407K	0.29%	+454	13F-HR Timeline
EWA, LLC	7,199	$407K	0.07%	new	13F-HR Timeline
Quadcap Wealth Management, LLC	7,180	$406K	0.04%	+432	13F-HR Timeline
Bison Wealth, LLC	7,141	$405K	0.04%	-1,969	13F-HR Timeline
HighPoint Advisor Group LLC	7,109	$402K	0.01%	new	13F-HR Timeline
Sepio Capital, LP	7,109	$402K	0.02%	+109	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	7,104	$401K	0.08%	0	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	7,099	$401K	0.22%	-21	13F-HR Timeline
Z3 Capital Partners, LLC	7,075	$400K	0.08%	0	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	7,069	$399K	0.01%	-160	13F-HR/A Timeline
Hixon Zuercher, LLC	7,052	$398K	0.12%	-4,226	13F-HR Timeline
Mattern Wealth Management LLC	7,000	$395K	0.06%	-2,954	13F-HR Timeline
Abel Hall, LLC	7,000	$395K	0.07%	0	13F-HR Timeline
Optivise Advisory Services LLC	6,948	$392K	0.2%	+2,915	13F-HR Timeline
Columbia Asset Management	6,894	$389K	0.07%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	6,887	$389K	0.08%	+2,036	13F-HR Timeline
BEACON FINANCIAL PLANNING, INC	6,861	$388K	0.13%	-549	13F-HR Timeline
EPG Wealth Management LLC	6,825	$385K	0.09%	+542	13F-HR Timeline
Total Clarity Wealth Management, Inc.	6,791	$384K	0.07%	new	13F-HR Timeline
Comprehensive Money Management Services…	6,788	$383K	0.24%	-760	13F-HR Timeline
McAdam, LLC	6,786	$383K	0.01%	-360	13F-HR Timeline
Alteri Wealth LLC	6,771	$382K	0.11%	+108	13F-HR Timeline
Tepp RIA, LLC	6,680	$377K	0.26%	-701	13F-HR Timeline
SIGNATUREFD, LLC	6,655	$376K	0.01%	+21	13F-HR Timeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…	6,639	$375K	0.09%	+103	13F-HR Timeline
SENTINEL PENSION ADVISORS, LLC	6,619	$374K	0.05%	+1,186	13F-HR Timeline
Delta Investment Management, LLC	6,620	$374K	0.06%	-6,897	13F-HR Timeline
Baker Avenue Asset Management, LP	6,584	$372K	0.01%	-66,031	13F-HR Timeline
Wealth Management Partners, LLC	6,567	$371K	0.09%	-729	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	6,565	$371K	0.13%	+56	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	6,555	$370K	0.02%	0	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	6,530	$370K	0.05%	0	13F-HR Timeline
Auour Investments LLC	6,521	$368K	0.11%	+160	13F-HR Timeline
Convergence Financial, LLC	6,498	$367K	0.03%	+2,725	13F-HR Timeline
Xcelsior Advisor Partners LLC	6,488	$366K	0.05%	new	13F-HR Timeline
NavPoint Financial, Inc.	6,431	$363K	0.13%	+99	13F-HR Timeline
Johnson & White Wealth Management, LLC	6,422	$363K	0.14%	+68	13F-HR Timeline
Wills Financial Group LLC	6,415	$362K	0.13%	+630	13F-HR Timeline
ALEXANDER LABRUNERIE & CO., INC.	6,410	$362K	0.13%	+89	13F-HR Timeline
Nuveen, LLCin group TIAA	6,399	$361K	<0.01%	new	13F-HR Timeline Group
Global Financial Private Client, LLC	6,371	$360K	0.1%	+399	13F-HR Timeline
Balefire, LLC	6,358	$359K	0.06%	+3	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	6,335	$358K	0.02%	+3,812	13F-HR Timeline
Synergy Financial Group, LTD	6,315	$357K	0.26%	0	13F-HR Timeline
Solidarity Wealth, LLC	6,309	$356K	0.06%	+1,270	13F-HR Timeline
Cobblestone Asset Management LLC	6,306	$356K	0.15%	new	13F-HR Timeline
GARRISON BRADFORD & ASSOCIATES INC	6,186	$356K	0.39%	-869	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	6,277	$354K	0.2%	+183	13F-HR Timeline
Legacy Wealth Management, LLC / MS	6,267	$354K	0.09%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	6,244	$353K	0.03%	-20,867	13F-HR Timeline
Capital Asset Advisory Services LLC	6,202	$350K	0.01%	new	13F-HR Timeline
Bogart Wealth, LLC	6,046	$341K	0.01%	+4,035	13F-HR Timeline
Capital Planning LLC	6,040	$341K	0.1%	0	13F-HR Timeline
BAILARD, INC.	6,036	$341K	0.01%	-625	13F-HR Timeline
Gaddis Premier Wealth Advisors LLC	6,011	$340K	0.21%	-832	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	6,006	$339K	0.02%	0	13F-HR Timeline
Level Wealth Management LLC	6,005	$339K	0.14%	0	13F-HR Timeline
CRUX WEALTH ADVISORS	6,005	$339K	0.12%	+133	13F-HR Timeline
Welch Financial Planning, LLC	5,985	$338K	0.2%	0	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	5,957	$336K	0.09%	-2,016	13F-HR Timeline
WESPAC Advisors SoCal, LLC	5,952	$336K	0.06%	+254	13F-HR Timeline
ADAMSBROWN WEALTH CONSULTANTS LLC	5,907	$334K	0.06%	+630	13F-HR Timeline
WFA of San Diego, LLC	5,723	$331K	0.27%	-1,020	13F-HR Timeline
Bank of New Hampshire	5,860	$331K	0.07%	-696	13F-HR Timeline
LifeGoal Investments, LLC	5,860	$331K	0.15%	new	13F-HR Timeline
Hilton Head Capital Partners, LLC	5,844	$330K	0.17%	-1,510	13F-HR Timeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…	6,325	$329K	0.25%	new	13F-HR Timeline
Montz Harcus Wealth Management LLC	5,769	$326K	0.12%	+128	13F-HR Timeline
Royal Fund Management, LLC	5,762	$325K	0.03%	-284	13F-HR Timeline
South Shore Capital Advisors	5,716	$323K	0.22%	+549	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	5,700	$322K	0.07%	0	13F-HR Timeline
TFB Advisors LLC	5,695	$322K	0.14%	new	13F-HR Timeline
PATRON PARTNERS, LLC	5,645	$319K	0.12%	+445	13F-HR Timeline
17 CAPITAL PARTNERS, LLC	5,627	$318K	0.14%	+690	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	5,618	$317K	0.04%	-695	13F-HR Timeline
Maridea Wealth Management LLC	5,609	$317K	0.03%	-5,680	13F-HR Timeline
Clear Point Advisors Inc.	5,579	$315K	0.28%	new	13F-HR Timeline
NORTHBRIDGE FINANCIAL GROUP, LLC	5,565	$314K	0.12%	new	13F-HR Timeline
WEALTHEDGE INVESTMENT ADVISORS, LLC	5,550	$313K	0.11%	new	13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	5,519	$312K	0.19%	0	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	5,517	$312K	0.05%	-92,402	13F-HR Timeline
LWM Advisory Services, LLC	5,515	$311K	0.56%	0	13F-HR Timeline
Southland Equity Partners LLC	5,484	$310K	0.05%	-272	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	5,453	$308K	0.07%	+852	13F-HR Timeline
First National Trust Co	5,436	$307K	0.01%	new	13F-HR Timeline
BOS Asset Management, LLC	5,408	$305K	0.07%	0	13F-HR Timeline
Cypress Capital Groupin group Cypress Capital Group	5,400	$305K	0.03%	0	13F-HR Timeline Group
Kuhn & Co Investment Counsel	5,400	$305K	0.18%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,394	$305K	0.03%	0	13F-HR Timeline
Hutchens & Kramer Investment Management…	5,354	$302K	0.08%	+27	13F-HR Timeline
SONATA CAPITAL GROUP INC	5,339	$302K	0.1%	+857	13F-HR Timeline
Equity Wealth Partners, LLC	5,330	$301K	0.11%	+363	13F-HR Timeline
Chris Bulman Inc	5,329	$301K	0.11%	-2,261	13F-HR Timeline
Stone House Investment Management, LLC	5,315	$300K	0.04%	+2,783	13F-HR Timeline
KWB Wealth	5,313	$300K	0.03%	new	13F-HR Timeline
VIEWPOINT INVESTMENT PARTNERS CORP	5,305	$300K	0.1%	new	13F-HR Timeline
Nautilus Advisors LLC	5,232	$297K	0.18%	-100	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	5,248	$296K	<0.01%	-112	13F-HR Timeline Group
Entelevest, LLC	5,236	$296K	0.26%	-322	13F-HR Timeline
Premier Private Wealth Management LLC	5,220	$295K	0.26%	new	13F-HR Timeline
SageView Advisory Group, LLC	5,218	$295K	0.01%	-120	13F-HR Timeline
Newman Dignan & Sheerar, Inc.	5,213	$294K	0.06%	+79	13F-HR Timeline
Badgley Phelps Wealth Managers, LLC	5,206	$294K	0.01%	-26	13F-HR Timeline
KLCM Advisors, Inc.	5,191	$293K	0.02%	+81	13F-HR Timeline
Connecticut Wealth Management, LLC	5,169	$292K	0.01%	+6	13F-HR Timeline
BCS Wealth Management	5,162	$292K	0.05%	-456	13F-HR Timeline
Tortoise Investment Management, LLC	5,141	$290K	0.02%	-2,430	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	5,137	$290K	<0.01%	+267	13F-HR Timeline Group
WALLER FINANCIAL PLANNING GROUP, INC	5,135	$290K	0.06%	-7,423	13F-HR Timeline
GATEWAY INVESTMENT ADVISERS LLC	5,126	$290K	<0.01%	new	13F-HR Timeline
JOHNSON INVESTMENT COUNSEL INC	5,114	$289K	<0.01%	+1,004	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	5,084	$287K	0.01%	+336	13F-HR Timeline Group
FORTEM FINANCIAL GROUP, LLC	5,082	$287K	0.06%	0	13F-HR Timeline
GDS Wealth Management	5,069	$286K	0.01%	new	13F-HR Timeline
Capital Advantage, Inc.	5,054	$285K	0.03%	new	13F-HR Timeline
Brookwood Investment Group LLC	5,027	$284K	0.03%	-1,000	13F-HR Timeline
Impact Partnership Wealth, LLC	5,017	$283K	0.03%	new	13F-HR Timeline
Schonfeld Strategic Advisors LLC	5,000	$282K	<0.01%	new	13F-HR Timeline
Beck Bode, LLC	4,996	$282K	0.04%	+679	13F-HR Timeline
Transce3nd, LLC	4,947	$281K	2.48%	-7	13F-HR Timeline
Prota Financial, LLC	4,989	$280K	0.18%	-3,397	13F-HR Timeline
Rehmann Capital Advisory Group	4,955	$280K	0.01%	+2	13F-HR Timeline
Seelaus Asset Management LLC	4,938	$279K	0.2%	-562	13F-HR Timeline
Pinnacle Family Advisors, LLC	4,919	$278K	0.12%	-288	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	4,915	$278K	0.08%	-663	13F-HR Timeline
DUDLEY CAPITAL MANAGEMENT, LLC	4,900	$277K	0.11%	+29	13F-HR Timeline
Curi Capital, LLC	4,887	$276K	<0.01%	-473	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	4,849	$275K	0.07%	+154	13F-HR Timeline
Evercore Wealth Management, LLC	4,834	$273K	<0.01%	-3,000	13F-HR Timeline
Rollins Financial Advisors, LLC	4,803	$271K	0.04%	-584	13F-HR Timeline
Hudock, Inc.	4,742	$268K	0.03%	-182	13F-HR Timeline
HRC WEALTH MANAGEMENT, LLC	4,720	$267K	0.11%	+89	13F-HR Timeline
RIVERCHASE WEALTH MANAGEMENT, LLC	4,702	$266K	0.12%	-3,808	13F-HR Timeline
Virtue Capital Management, LLC	4,655	$263K	0.04%	+534	13F-HR Timeline
Reliant Wealth Planning	4,633	$262K	0.07%	0	13F-HR Timeline
Quad-Cities Investment Group, LLC	4,631	$262K	0.09%	+77	13F-HR Timeline
Everstar Asset Management, LLC	4,626	$261K	0.13%	-2,156	13F-HR Timeline
Redwood Family Wealth LLC	4,620	$261K	0.23%	+49	13F-HR Timeline
Composition Wealth, LLC	4,619	$261K	<0.01%	new	13F-HR Timeline
WESPAC Advisors, LLC	4,618	$261K	0.13%	-291	13F-HR Timeline
Welch Group, LLC	4,615	$261K	0.01%	+150	13F-HR Timeline
Fisher Asset Management, LLC	4,562	$258K	<0.01%	-5,835	13F-HR Timeline
Physician Wealth Advisors, Inc.	4,558	$257K	0.03%	0	13F-HR Timeline
NORTHLAND SECURITIES, INC.	4,521	$255K	0.15%	-274	13F-HR Timeline
Clearwave Capital, LLC	4,507	$255K	0.14%	-5,299	13F-HR Timeline
QTR Family Wealth, LLC	4,500	$254K	0.09%	0	13F-HR Timeline
Cladis Investment Advisory, LLC	4,495	$254K	0.12%	new	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	4,475	$253K	0.01%	+4,075	13F-HR Timeline Group
Legacy Financial Strategies, LLC	4,470	$252K	0.04%	-5,826	13F-HR Timeline
Jacobi Capital Management LLC	4,461	$252K	0.01%	new	13F-HR Timeline
Seascape Capital Management	4,450	$251K	0.06%	new	13F-HR Timeline
Kaizen Financial Strategies	4,471	$251K	0.1%	-250	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	4,425	$250K	0.02%	new	13F-HR Timeline
Meriwether Wealth & Planning, LLC	4,417	$249K	0.12%	+93	13F-HR Timeline
Rossby Financial, LCC	4,416	$249K	0.05%	+3,835	13F-HR Timeline
SEEDS INVESTOR LLC	4,411	$249K	0.03%	+23	13F-HR Timeline
Atlatl Advisers LLC	4,411	$249K	0.06%	+205	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	4,405	$249K	<0.01%	-3,150	13F-HR/A Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	4,402	$249K	0.02%	+114	13F-HR Timeline
Keystone Financial Group	4,391	$248K	0.01%	new	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	4,380	$247K	0.01%	0	13F-HR Timeline
Secure Asset Management, LLC	4,319	$244K	0.03%	+15	13F-HR Timeline
Pinnacle Wealth Management, LLC	4,314	$244K	0.15%	-10,809	13F-HR Timeline
Chatterton & Associates Inc.	4,299	$243K	0.14%	0	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	4,302	$243K	0.01%	+2,900	13F-HR Timeline
Innovative Asset Advisors Group, LLC	4,300	$243K	0.11%	-600	13F-HR Timeline
Burnham & Co LLC	4,300	$243K	0.2%		13F-HR Timeline
Caitlin John, LLC	4,290	$242K	0.13%	+248	13F-HR Timeline
Penbrook Management LLC	4,225	$239K	0.15%	0	13F-HR Timeline
Atlas Brown,Inc.	4,215	$238K	0.06%	-55	13F-HR Timeline
Smith Thornton Advisors LLC	4,174	$237K	0.1%	-619	13F-HR Timeline
WealthTrust Axiom LLC	4,194	$237K	0.05%	0	13F-HR Timeline
GRIFFIN ASSET MANAGEMENT, INC.	4,180	$236K	0.02%	new	13F-HR Timeline
Capital Wealth Alliance, LLC	4,180	$236K	0.11%	new	13F-HR Timeline
Morey & Quinn Wealth Partners, LLC	4,154	$235K	0.15%	+432	13F-HR Timeline
Family Investment Center, Inc.	4,151	$234K	0.04%	new	13F-HR Timeline
WEST BANCORPORATION INC	4,150	$234K	0.1%	-7,800	13F-HR Timeline
Cadent Capital Advisors, LLC	4,143	$234K	0.05%	new	13F-HR Timeline
Compass Ion Advisors, LLC	4,134	$233K	0.02%	-118	13F-HR Timeline
Zullo Investment Group, Inc.	4,113	$232K	0.08%	new	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	4,095	$231K	0.11%	+4,015	13F-HR Timeline