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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
SouthState Bank Corpin group SouthState Bank Corp525$29.8K<0.01%-2,40013F-HRTimelineGroup
DUNCKER STREETT & CO INC495$28.1K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC500$28K0.02%+21213F-HRTimeline
Asset Dedication, LLC490$27.9K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.485$27.5K<0.01%+1313F-HRTimeline
2UniFi Bank483$27.5K0.02%013F-HRTimeline
Global Trust Asset Management, LLC475$27K0.01%-67513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC456$25.9K<0.01%-3,52913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC448$25.5K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.432$24.6K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.431$24.5K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.414$23.5K0.03%13F-HRTimeline
Abound Wealth Management409$23.2K0.01%-413F-HRTimeline
Morton Brown Family Wealth, LLC408$23.2K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.407$23.1K0.01%+23313F-HRTimeline
UMB Bank, n.a.400$22.7K<0.01%new13F-HR/ATimeline
Grove Bank & Trust400$22.7K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC400$22.7K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.400$22.7K0.02%013F-HRTimeline
Salomon & Ludwin, LLC400$22.7K<0.01%013F-HRTimeline
Compass Financial Services Inc396$22.5K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.360$20.5K0.01%013F-HRTimeline
Operose Advisors LLC354$20.1K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV350$20K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.350$19.9K0.06%013F-HRTimeline
Aspect Partners, LLC340$19.3K0.01%+29013F-HRTimeline
VSM Wealth Advisory, LLC320$18.2K0.01%+8713F-HRTimeline
WealthShield Partners, LLC316$18K<0.01%+26713F-HRTimeline
Painted Porch Advisors LLC315$17.9K0.01%-51413F-HRTimeline
Dogwood Wealth Management LLC314$17.9K0.01%+1013F-HRTimeline
Game Plan Financial Advisors, LLC300$17.1K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC291$16.5K0.01%-8,11313F-HRTimeline
SRH ADVISORS, LLC280$15.9K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$15.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.280$15.9K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC276$15.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC255$14.5K<0.01%+14513F-HRTimelineGroup
ATWOOD & PALMER INC234$13.3K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL223$12.7K<0.01%+613F-HRTimeline
SYM FINANCIAL Corp200$11.4K<0.01%013F-HRTimeline
Rossby Financial, LCC200$11.4K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC189$10.8K0.01%+8913F-HRTimeline
Principia Wealth Advisory, LLC181$10.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.173$9.84K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…154$8.78K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC150$8.53K<0.01%-62913F-HRTimeline
Signature Resources Capital Management,…150$8.53K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA146$8.3K0.01%013F-HRTimeline
Nemes Rush Group LLC127$7.22K<0.01%-23213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC100$5.64K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.96$5.46K<0.01%new13F-HRTimeline
TD Capital Management LLC90$5.11K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC77$4.38K<0.01%new13F-HRTimeline
City State Bank75$4.26K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB72$4.09K<0.01%-43913F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…50$2.84K<0.01%-513F-HR/ATimelineGroup
WHITTIER TRUST CO45$2.56K<0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC39$2.25K<0.01%13F-HRTimeline
Scarborough Advisors, LLC29$1.65K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.27$1.52K<0.01%+113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC21$1.19K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.17$979<0.01%013F-HRTimeline
Horizon Investments, LLC17$954<0.01%-213F-HRTimeline
Tortoise Investment Management, LLC10$569<0.01%-5013F-HRTimeline
Creekmur Asset Management LLC6$368<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$341<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…4$217<0.01%013F-HR/ATimeline
GODSEY & GIBB, INC3$144<0.01%-19813F-HRTimeline
Beacon Capital Management, Inc.1$45<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1$42<0.01%-6613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$30<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.