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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
Tanglewood Wealth Management, Inc.7,040$403K0.04%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,040$403K0.05%-1,30013F-HRTimeline
Advisory Advocates, LLC7,010$401K0.4%13F-HRTimeline
Bank of New Hampshire7,000$401K0.09%-8,00013F-HRTimeline
Reliant Wealth Planning6,962$399K0.12%-1,70413F-HRTimeline
Arax Advisory Partners6,957$398K0.01%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,953$398K<0.01%-1,58013F-HRTimelineGroup
Winch Advisory Services, LLC6,922$396K0.09%013F-HRTimeline
Sepio Capital, LP6,908$395K0.02%+2,28913F-HRTimeline
Columbia Asset Management6,894$395K0.07%013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC6,855$392K0.09%-79513F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC6,853$392K0.27%-7,59713F-HRTimeline
Wealth Management Partners, LLC6,823$391K0.11%+57213F-HRTimeline
Beck Bode, LLC6,780$388K0.06%-53913F-HRTimeline
Vigil Wealth Management, LLC6,744$386K0.32%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT6,737$386K0.02%+30013F-HRTimeline
Curi Capital, LLC6,672$385K0.01%-3,67313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,752$384K0.05%-77513F-HRTimeline
Cooper Capital Advisors LLC6,682$382K0.24%-2,13913F-HRTimeline
Westside Investment Management, Inc.6,670$382K0.06%+20013F-HRTimeline
Z3 Capital Partners, LLC6,675$382K0.09%13F-HRTimeline
OPTIMA CAPITAL LLC6,642$382K0.17%-23,64313F-HRTimeline
Alteri Wealth LLC6,649$381K0.12%+29013F-HRTimeline
Southland Equity Partners LLC6,613$379K0.07%-48713F-HRTimeline
GAMMA Investing LLC6,613$379K0.02%-1,56613F-HRTimeline
SIGNATUREFD, LLC6,612$378K0.01%+33613F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,561$376K0.06%+1,28513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC6,555$375K0.02%013F-HRTimeline
Oregon Pacific Wealth Management, LLC6,549$375K0.39%-48913F-HRTimeline
Virtue Capital Management, LLC6,506$373K0.06%+5,45213F-HR/ATimeline
Mission Hills Financial Advisory, LLC6,510$373K0.2%+43113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,508$373K0.01%-4,08213F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,449$369K0.12%+17113F-HRTimeline
Hubbell Strickland Wealth Management, L…6,437$368K0.15%+9613F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.6,375$365K0.13%+2,52813F-HRTimeline
Mascagni Wealth Management, Inc.6,368$365K0.27%-2,92113F-HRTimeline
Simplicity Wealth,LLC6,358$364K0.02%-33,09913F-HRTimeline
Argent Advisors, Inc.6,354$364K0.1%013F-HRTimeline
REICON WEALTH ADVISORS, LLC6,280$359K0.26%13F-HRTimeline
Legacy Wealth Management, LLC / MS6,267$359K0.1%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,251$358K<0.01%013F-HRTimeline
NavPoint Financial, Inc.6,247$358K0.15%+1,09813F-HRTimeline
BAILARD, INC.6,236$357K0.01%013F-HRTimeline
Advisor Resource Council6,067$354K0.13%new13F-HRTimeline
Meridian Financial Partners LLC6,049$352K0.14%-2,88213F-HRTimeline
Elevate Capital Advisors, LLC6,123$351K0.23%+2113F-HRTimeline
PATRON PARTNERS, LLC6,110$350K0.16%+1,74013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC6,087$348K0.22%+10613F-HRTimeline
EPG Wealth Management LLC6,066$347K0.09%+20913F-HRTimeline
Core Wealth Partners LLC6,033$345K0.16%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,014$344K0.02%-15213F-HRTimeline
Tepp RIA, LLC6,008$344K0.34%-36413F-HRTimeline
Welch Financial Planning, LLC5,985$343K0.25%13F-HRTimeline
Rollins Financial Advisors, LLC5,920$339K0.05%-48013F-HRTimeline
CRUX WEALTH ADVISORS5,810$333K0.12%+6013F-HRTimeline
Global Financial Private Client, LLC5,800$332K0.12%+48313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,755$329K0.02%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC5,742$329K0.24%+10813F-HRTimeline
Fortis Capital Advisors, LLC5,738$328K0.05%-4,76613F-HRTimeline
Comprehensive Money Management Services…5,733$328K0.23%+30513F-HRTimeline
Chris Bulman Inc5,668$324K0.14%+4513F-HRTimeline
IEQ CAPITAL, LLC5,665$324K<0.01%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC5,625$322K0.03%+6413F-HRTimeline
Pinnacle Family Advisors, LLC5,624$322K0.14%-1,33613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,598$320K0.1%013F-HRTimeline
OARSMAN CAPITAL, INC.5,595$320K0.04%+1,26313F-HRTimeline
NORTHLAND SECURITIES, INC.5,585$320K0.31%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,575$319K0.01%-1,99413F-HRTimeline
Montz Harcus Wealth Management LLC5,534$317K0.13%+10413F-HRTimeline
LWM Advisory Services, LLC5,515$316K0.18%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,504$315K0.21%+5,14413F-HRTimeline
RENASANT BANK5,492$314K0.21%new13F-HRTimeline
Clear Point Advisors Inc.5,488$314K0.24%+8413F-HRTimeline
KLCM Advisors, Inc.5,445$312K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.5,440$311K0.1%+3,57013F-HRTimeline
Qube Research & Technologies Ltd5,436$311K<0.01%-1,64513F-HRTimeline
Glen Eagle Advisors, LLC5,423$310K0.04%+88213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,400$309K0.03%013F-HRTimelineGroup
Kuhn & Co Investment Counsel5,400$309K0.21%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,394$309K0.03%-8813F-HRTimeline
Gaddis Premier Wealth Advisors LLC5,374$308K0.23%13F-HRTimeline
NorthRock Partners, LLC5,356$307K0.01%-1,04613F-HRTimeline
STALEY CAPITAL ADVISERS INC5,345$306K0.01%+6213F-HRTimeline
SP Asset Management LLC5,341$306K0.02%+6613F-HRTimeline
AIFG Consultants Ltd.5,339$306K0.52%-38,23913F-HRTimeline
Redwood Family Wealth LLC5,268$302K0.3%13F-HRTimeline
Badgley Phelps Wealth Managers, LLC5,232$301K0.01%-70013F-HRTimeline
SageView Advisory Group, LLC5,217$299K0.01%+72513F-HRTimeline
BOS Asset Management, LLC5,213$298K0.08%013F-HRTimeline
Solidarity Wealth, LLC5,005$292K0.06%-1113F-HRTimeline
Hudock, Inc.5,100$292K0.04%+21013F-HRTimeline
Hamilton Wealth, LLC5,090$291K0.06%new13F-HR/ATimeline
Balefire, LLC5,071$290K0.06%-12313F-HRTimeline
Newman Dignan & Sheerar, Inc.5,067$290K0.06%+45613F-HRTimeline
Adalta Capital Management LLC5,000$288K0.13%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,984$285K0.1%+3,70913F-HRTimeline
Equity Wealth Partners, LLC4,959$284K0.18%-48013F-HRTimeline
J. L. Bainbridge & Co., Inc.4,951$283K0.02%013F-HRTimeline
WESPAC Advisors, LLC4,927$282K0.15%-4313F-HRTimeline
Midwest Financial Group LLC4,926$282K0.12%+47413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,906$281K<0.01%-1713F-HRTimelineGroup
ZEGA Investments, LLC4,896$280K0.05%-41,56213F-HRTimeline
Finivi Inc.4,896$280K0.16%new13F-HRTimeline
Hutchens & Kramer Investment Management…4,892$280K0.1%+74913F-HRTimeline
Element Wealth, LLC4,889$280K0.12%-41413F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,872$279K0.12%-113F-HRTimeline
Private Capital Advisors, Inc.4,823$276K0.03%-1,56213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,810$275K0.06%013F-HRTimeline
Smith Thornton Advisors LLC4,802$275K0.14%+6013F-HRTimeline
Transce3nd, LLC4,679$274K2.21%-713F-HRTimeline
Annex Advisory Services, LLC4,775$273K0.01%-5,44113F-HRTimeline
Gallacher Capital Management LLC4,769$273K0.11%-1,67913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,728$273K0.01%013F-HRTimelineGroup
Wills Financial Group LLC4,711$270K0.1%-20113F-HRTimeline
Meriwether Wealth & Planning, LLC4,678$268K0.15%-53913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,631$267K0.11%+1,04013F-HRTimeline
Bridgewater Advisors Inc.4,588$267K0.02%013F-HRTimeline
QTR Family Wealth, LLC4,500$266K0.12%013F-HRTimeline
Able Wealth Management LLC4,610$264K0.08%-62213F-HRTimeline
Physician Wealth Advisors, Inc.4,558$261K0.04%+1,91013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,542$260K0.12%-13113F-HRTimeline
CWA Asset Management Group, LLC4,533$259K0.01%-2,16713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,518$259K0.01%+2713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,512$258K0.04%-1,43513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,491$257K<0.01%+41913F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,487$257K0.11%+6413F-HRTimeline
SONATA CAPITAL GROUP INC4,476$256K0.09%+613F-HRTimeline
17 CAPITAL PARTNERS, LLC4,468$256K0.13%new13F-HRTimeline
Atlas Brown,Inc.4,460$255K0.08%-2813F-HRTimeline
Welch Group, LLC4,454$255K0.01%+1113F-HRTimeline
Landmark Wealth Management, LLC4,439$254K0.1%+11213F-HRTimeline
Nautilus Advisors LLC4,413$253K0.16%+813F-HRTimeline
Leverty Financial Group, LLC4,391$251K0.06%+78113F-HRTimeline
South Shore Capital Advisors4,362$250K0.18%13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,354$249K0.03%+3913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,305$246K0.02%-3,10013F-HRTimeline
Beta Wealth Group, Inc.4,301$246K0.1%-3,65813F-HRTimeline
Chatterton & Associates Inc.4,299$246K0.21%13F-HRTimeline
BNB Wealth Management, LLC4,258$244K0.16%13F-HRTimeline
OpenArc Corporate Advisory, LLC4,233$242K<0.01%13F-HRTimeline
Penbrook Management LLC4,225$242K0.17%-10013F-HRTimeline
Embree Financial Group4,218$241K0.03%-1,55913F-HRTimeline
WealthTrust Axiom LLC4,190$240K0.06%new13F-HRTimeline
WESPAC Advisors SoCal, LLC4,178$239K0.05%+17413F-HRTimeline
TFB Advisors LLC4,174$239K0.07%+15013F-HRTimeline
MIRAMONTES CAPITAL, LLC4,155$238K0.08%13F-HRTimeline
West Wealth Group, LLC4,137$237K0.05%-81313F-HRTimeline
INSIGHT 2811, INC.4,105$235K0.1%-50513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC4,082$234K0.06%013F-HRTimeline
Sage Advisory Services, Ltd.Co.4,052$232K0.13%-8813F-HRTimeline
Aspen Wealth Strategies, LLC4,044$231K0.13%+17413F-HRTimeline
First National Trust Co4,043$231K0.01%013F-HRTimeline
BLB&B Advisors, LLC4,021$230K0.01%-24913F-HRTimeline
Wilmington Savings Fund Society, FSB4,020$230K0.01%-80013F-HRTimeline
Atlatl Advisers LLC4,014$230K0.09%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,973$229K0.01%+3,57313F-HRTimelineGroup
Abel Hall, LLC4,000$229K0.05%new13F-HRTimeline
Great Lakes Retirement, Inc.3,961$228K0.02%013F-HRTimeline
Lexington Hill Partners, LLC3,965$227K0.17%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,960$227K<0.01%-16,91013F-HRTimeline
KG Capital Management3,954$226K0.06%+8513F-HRTimeline
MBL Wealth, LLC3,954$226K0.02%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC3,915$226K0.06%+34013F-HRTimeline
Nvest Financial, LLC3,933$225K0.09%+7413F-HRTimeline
Thompson David Blair3,926$225K0.13%13F-HRTimeline
Occidental Asset Management, LLC3,895$223K0.03%new13F-HRTimeline
Composition Wealth, LLC3,882$222K<0.01%-17613F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC3,879$222K0.07%-158,39713F-HRTimeline
A4 Wealth Advisors LLC3,877$222K0.19%new13F-HRTimeline
Cauble & Harre Wealth Management, Inc.3,848$222K0.19%13F-HRTimeline
Accel Wealth Management3,873$222K0.06%-1,89713F-HRTimeline
Stillwater Wealth Management Group3,870$222K0.15%+10013F-HRTimeline
Coastline Trust Co3,868$221K0.02%+1,88713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cogent Private Wealth, Inc.3,861$221K0.17%13F-HRTimeline
Clear Harbor Asset Management, LLC3,856$221K0.02%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC3,855$221K0.01%013F-HRTimeline
Roble, Belko & Company, Inc3,844$220K0.03%+29613F-HRTimeline
Hidden Cove Wealth Management, LLC3,840$220K0.14%new13F-HRTimeline
ORG Partners LLC3,824$219K0.04%new13F-HRTimeline
Claris Financial LLC3,812$218K0.12%new13F-HRTimeline
Seelaus Asset Management LLC3,800$218K0.17%013F-HRTimeline
Gateway Wealth Partners, LLC3,797$217K0.02%new13F-HRTimeline
Norris Financial Group, LLC3,776$216K0.07%013F-HRTimeline
Royal Fund Management, LLC5,239$215K0.02%new13F-HRTimeline
Empirical Asset Management, LLC62,333$214K0.06%+1513F-HRTimeline
OPINICUS CAPITAL, INC.3,745$214K0.15%new13F-HRTimeline
Financial Perspectives, Inc3,732$214K0.06%+3213F-HRTimeline
Compass Ion Advisors, LLC3,723$213K0.02%-2,95813F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,722$213K0.15%+17513F-HRTimeline
SLT Holdings LLC3,706$212K0.14%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,705$212K0.04%013F-HRTimeline
Secure Asset Management, LLC3,696$212K0.03%new13F-HRTimeline
OBSIDIAN CIO, LLC3,671$210K0.31%-10,16413F-HRTimeline
Blankinship & Foster, LLC3,645$209K0.05%new13F-HRTimeline
Kaizen Financial Strategies3,643$209K0.09%new13F-HRTimeline
Tempus Wealth Planning, LLC3,639$208K0.05%-15,85013F-HRTimeline
Friday Financial3,620$207K0.07%013F-HRTimeline
Atlas Wealth Partners, LLC3,585$206K0.23%new13F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,584$205K0.03%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC3,559$204K0.1%new13F-HRTimeline