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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC400$22.9K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.400$22.9K0.02%013F-HRTimeline
Compass Financial Services Inc396$22.6K0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.360$20.6K0.02%+11013F-HRTimeline
Nemes Rush Group LLC359$20.5K<0.01%013F-HRTimeline
Operose Advisors LLC354$20.2K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV350$20K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.350$20K0.07%new13F-HRTimeline
Dogwood Wealth Management LLC304$17.4K0.01%+513F-HRTimeline
NewSquare Capital LLC300$17.1K<0.01%new13F-HRTimeline
Atala Financial Inc300$17.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.280$16K0.01%-2113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$16K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC276$15.8K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC271$15.5K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.250$14.3K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc234$13.5K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC233$13.3K<0.01%+1313F-HRTimeline
Strategic Investment Solutions, Inc. /IL217$12.4K<0.01%+17913F-HRTimeline
GODSEY & GIBB, INC201$11.5K<0.01%-1,12813F-HRTimeline
SYM FINANCIAL Corp200$11.4K<0.01%013F-HRTimeline
Headlands Technologies LLC182$10.4K<0.01%-13813F-HRTimeline
Riggs Asset Managment Co. Inc.174$9.94K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC181$9.92K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.173$9.89K<0.01%013F-HRTimeline
Signature Resources Capital Management,…150$8.57K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO147$8.4K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA146$8.34K0.01%013F-HRTimeline
FMR LLCin group FMR LLC110$6.27K<0.01%-1313F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC100$5.77K0.01%+113F-HRTimeline
Garde Capital, Inc.100$5.71K<0.01%new13F-HRTimeline
Main Street Group, LTD100$5.71K<0.01%new13F-HRTimeline
Crews Bank & Trust100$5.71K<0.01%new13F-HRTimeline
Mattson Financial Services, LLC96$5.49K<0.01%-31,20313F-HRTimeline
City State Bank75$4.29K<0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC67$3.83K<0.01%+4913F-HRTimeline
Caldwell Trust Co63$3.6K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…60$3.48K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC60$3.43K<0.01%013F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…55$3.14K<0.01%new13F-HR/ATimelineGroup
Aspect Partners, LLC50$2.86K<0.01%013F-HRTimeline
WealthShield Partners, LLC49$2.8K<0.01%-34813F-HRTimeline
JNBA Financial Advisors32$1.81K<0.01%+513F-HRTimeline
Luken Investment Analytics, LLC31$1.77K<0.01%-2513F-HRTimeline
BIRCHBROOK, INC.26$1.49K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC21$1.2K<0.01%new13F-HRTimeline
Horizon Investments, LLC19$1.07K<0.01%013F-HRTimeline
CKW FINANCIAL GROUP20$1K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.17$959<0.01%+113F-HRTimeline
Creekmur Asset Management LLC6$361<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…4$219<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$29<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36,25613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.