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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Avalon Trust Co800$45.7K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.786$44.9K0.01%013F-HRTimeline
Cornerstone Planning Group LLC786$44.7K0.01%+10113F-HRTimeline
ESL Trust Services, LLC750$42.8K0.01%new13F-HRTimeline
Front Row Advisors LLC705$40.3K0.01%013F-HRTimeline
FMR LLCin group FMR LLC703$40.1K<0.01%+44813F-HRTimelineGroup
FIRST HORIZON CORP700$40K<0.01%13F-HRTimeline
Addison Advisors LLC650$37.1K0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC589$33.6K0.01%+26913F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC576$32.9K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.550$31.4K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC530$30.3K0.01%-15613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC523$29.9K0.02%+2313F-HRTimeline
DUNCKER STREETT & CO INC520$29.7K0.01%+2513F-HRTimeline
Financial Management Professionals, Inc.494$28.2K<0.01%+913F-HRTimeline
MILLER WEALTH ADVISORS, LLC488$27.9K0.01%-7213F-HRTimeline
2UniFi Bank483$27.6K0.01%013F-HRTimeline
Global Trust Asset Management, LLC475$27.1K0.01%013F-HRTimeline
Clarity Asset Management, Inc.440$25.1K0.01%+913F-HRTimeline
Abound Wealth Management409$23.3K0.01%013F-HRTimeline
Glassman Wealth Services400$22.8K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC400$22.8K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.400$22.8K0.02%013F-HRTimeline
Chung Wu Investment Group, LLC400$22.8K0.02%-35,52213F-HRTimeline
Salomon & Ludwin, LLC400$22.8K<0.01%013F-HRTimeline
Compass Financial Services Inc396$22.6K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA374$21.4K0.02%+22813F-HRTimeline
PITTENGER & ANDERSON INC362$20.7K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.360$20.6K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV350$20K<0.01%013F-HR/ATimeline
POM Investment Strategies, LLC350$20K0.01%new13F-HRTimeline
Imprint Wealth LLC341$19.5K0.06%13F-HRTimeline
Aspect Partners, LLC340$19.4K0.01%013F-HRTimeline
Painted Porch Advisors LLC322$18.4K0.01%+713F-HRTimeline
Dogwood Wealth Management LLC318$18.2K0.01%+413F-HRTimeline
WealthShield Partners, LLC316$18K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC300$17.1K0.01%013F-HRTimeline
CX Institutional295$17K<0.01%-86413F-HRTimeline
Delos Wealth Advisors, LLC291$16.6K0.01%013F-HRTimeline
Paladin Advisory Group, LLC290$16.6K0.01%-21,92513F-HRTimeline
SRH ADVISORS, LLC280$16K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC280$16K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.280$16K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC276$15.8K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.267$15.2K0.02%-14713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…236$13.5K<0.01%+23013F-HRTimelineGroup
Rossby Financial, LCC204$11.6K<0.01%+413F-HRTimeline
SYM FINANCIAL Corp200$11.4K<0.01%013F-HRTimeline
Rice Partnership, LLC200$11.4K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC193$11K0.01%+413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.184$10.5K<0.01%+8813F-HRTimeline
Principia Wealth Advisory, LLC181$10.3K0.01%013F-HRTimeline
New Republic Capital, LLC166$9.48K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…150$8.56K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.130$7.42K<0.01%-30213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…124$7.05K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.118$6.74K<0.01%new13F-HRTimeline
TD Capital Management LLC92$5.23K<0.01%+213F-HRTimeline
City State Bank75$4.28K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB72$4.11K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…59$3.37K<0.01%+913F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL57$3.27K<0.01%-16613F-HRTimeline
Quaker Wealth Management, LLC52$2.97K<0.01%-2513F-HRTimeline
WHITTIER TRUST CO45$2.57K<0.01%013F-HRTimeline
United Financial Planning Group LLC36$2.07K<0.01%13F-HRTimeline
Scarborough Advisors, LLC29$1.66K<0.01%013F-HRTimeline
BIRCHBROOK, INC.27$1.56K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC21$1.2K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.18$1K<0.01%+113F-HRTimeline
Morse Asset Management, Inc17$971<0.01%-7,53013F-HRTimeline
Horizon Investments, LLC17$959<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC17$954<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC10$571<0.01%013F-HRTimeline
Creekmur Asset Management LLC7$378<0.01%+113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC5$273<0.01%+413F-HRTimeline
MJT & Associates Financial Advisory Gro…4$219<0.01%013F-HRTimeline
GODSEY & GIBB, INC3$148<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$46<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…0$28<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.