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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
1620 INVESTMENT ADVISORS, INC.250$14.4K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC250$14.4K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc234$13.5K<0.01%+18413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC220$12.7K<0.01%13F-HRTimeline
SYM FINANCIAL Corp200$11.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$11.5K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC181$10.4K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV180$10K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.173$9.95K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…150$8.63K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO147$8.46K<0.01%-1013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA146$8.4K0.01%013F-HRTimeline
Brooklyn Investment Group138$7.94K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC123$7.06K<0.01%-1313F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC113$7K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC99$5.71K0.01%+213F-HRTimeline
Cranbrook Wealth Management, LLC91$5.24K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.87$5K<0.01%13F-HRTimeline
Semmax Financial Advisors Inc.83$4.92K<0.01%new13F-HRTimeline
City State Bank75$4.32K<0.01%013F-HRTimeline
Human Investing LLC63$3.62K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.60$3.45K<0.01%13F-HRTimeline
Tortoise Investment Management, LLC60$3.45K<0.01%-90013F-HR/ATimeline
Luken Investment Analytics, LLC56$3.22K<0.01%013F-HRTimeline
Tower View Wealth Management LLC51$2.94K<0.01%new13F-HRTimeline
Aspect Partners, LLC50$2.88K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL38$2.77K<0.01%+113F-HRTimeline
AlphaMark Advisors, LLC39$2K<0.01%-1,92713F-HRTimeline
LANARK FINANCIAL, INC.27$1.59K0.15%-28,59313F-HRTimeline
JNBA Financial Advisors27$1.56K<0.01%013F-HRTimeline
BIRCHBROOK, INC.26$1.48K<0.01%+113F-HRTimeline
RE Dickinson Investment Advisors, LLC2,376$1.38K0.08%+1813F-HR/ATimeline
Horizon Investments, LLC19$1.09K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC18$1.05K<0.01%-50213F-HRTimeline
Mountain Hill Investment Partners Corp.16$948<0.01%13F-HRTimeline
Creekmur Asset Management LLC6$369<0.01%-113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6$345<0.01%-12213F-HRTimelineGroup
Parkworth Wealth Management, Inc.0$288<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Anderson Financial Strategies, LLC1$38<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC0$29<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
TrinityBridge Ltd1,145$00%013F-HRTimelineValue filed as zero, left out of ratios.
Householder Group Estate & Retirement S…15$00%-10013F-HRTimelineValue filed as zero, left out of ratios.
Legacy Financial Group LLC9,662$556Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.