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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
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,533$202K<0.01%new13F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO3,456$202K0.05%new13F-HRTimeline
SEVEN MILE ADVISORY3,520$201K0.03%013F-HRTimeline
Burford Brothers, Inc.3,518$201K0.08%013F-HRTimeline
CERTUITY, LLC3,506$201K0.01%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,500$200K0.11%-15013F-HRTimeline
Boyer Financial Services, Inc.3,495$200K0.21%13F-HRTimeline
BFSG, LLC3,465$198K0.02%+2213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,258$187K0.02%-77313F-HRTimeline
PRIVATE TRUST CO NA3,045$174K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,989$171K0.01%+6013F-HRTimeline
Medallion Wealth Advisors, LLC2,900$166K0.06%-13313F-HRTimeline
Smithfield Trust Co2,822$162K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC2,815$161K0.09%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,828$161K0.05%-11213F-HRTimeline
SSA SWISS ADVISORS AG2,659$152K0.07%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,594$148K0.01%013F-HRTimeline
Millstone Evans Group, LLC2,550$146K0.09%013F-HRTimeline
Stone House Investment Management, LLC2,532$145K0.02%+32113F-HRTimeline
JFS WEALTH ADVISORS, LLC2,518$144K0.01%-9513F-HRTimeline
Midwest Capital Advisors, LLC2,517$144K0.07%-4313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,503$143K0.04%-3,78513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…2,407$138K0.04%+7813F-HRTimelineGroup
Caitlin John, LLC2,330$133K0.09%-2,04713F-HRTimeline
Navalign, LLC2,296$131K0.03%new13F-HRTimeline
Elyxium Wealth, LLC2,276$130K0.04%new13F-HRTimeline
Cedar Mountain Advisors, LLC2,251$129K0.02%013F-HRTimeline
Strive Financial Group ,LLC2,236$128K0.07%13F-HR/ATimeline
Independence Bank of Kentucky2,157$123K0.02%-10,57013F-HRTimeline
RMG Wealth Management LLC2,026$118K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,060$118K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,984$114K<0.01%-20013F-HRTimeline
3Chopt Investment Partners, LLC1,966$113K0.03%-1,65213F-HRTimeline
Wellington Grp LLC1,980$113K0.04%13F-HR/ATimeline
Canton Hathaway, LLC1,950$112K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,900$109K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,868$107K0.04%+3513F-HRTimeline
Sage Mountain Advisors LLC1,856$106K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,765$101K<0.01%+6513F-HRTimelineGroup
Luminist Capital LLC1,756$101K0.12%-37213F-HRTimeline
eCIO, Inc.1,696$97.1K0.05%new13F-HRTimeline
Root Financial Partners, LLC1,659$95K<0.01%-13613F-HRTimeline
BAYBAN1,640$93.9K0.08%13F-HRTimeline
Dunhill Financial, LLC1,602$91.7K0.02%-6713F-HRTimeline
MONTAG A & ASSOCIATES INC1,586$91.5K<0.01%+1813F-HRTimeline
Global Wealth Strategies & Associates1,575$90.2K0.02%new13F-HRTimeline
Peck Wealth Management, LLC1,501$85.9K0.08%+413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,500$85.9K0.01%-5,30013F-HRTimeline
CX Institutional1,488$85K<0.01%+1,19313F-HRTimeline
Centerpoint Advisors, LLC1,456$83K0.03%+27013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,373$78.6K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC1,319$75K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,227$70.2K<0.01%+41713F-HRTimelineGroup
Bogart Wealth, LLC1,176$67.3K<0.01%+113F-HRTimeline
Westfuller Advisors, LLC1,128$65K0.03%+2113F-HRTimeline
Litman Gregory Wealth Management LLC1,124$64.3K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,125$64K<0.01%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RICHARDS, MERRILL & PETERSON, INC.1,100$63K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,097$62.8K<0.01%+13713F-HRTimeline
Nalls Sherbakoff Group, LLC1,095$62.7K0.05%013F-HRTimeline
Rialto Wealth Management, LLC1,082$61.9K0.01%013F-HRTimeline
Imprint Wealth LLC1,039$59.5K0.28%+69813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,038$59.4K0.03%+2013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,026$58.7K0.03%-8813F-HRTimelineGroup
Pacifica Partners Inc.1,000$57.3K0.03%013F-HRTimeline
Cetera Trust Company, N.A1,000$57.2K0.03%013F-HRTimeline
Truvestments Capital LLC996$57K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC968$55.4K0.02%+37913F-HRTimeline
VISION FINANCIAL MARKETS LLC887$50.7K0.05%+1713F-HRTimeline
SOA Wealth Advisors, LLC.50,366$50.4K0.01%013F-HRTimeline
Friedenthal Financial869$49.7K0.03%new13F-HRTimeline
FINANCIAL CONSULATE, INC864$49.5K0.01%-1,22413F-HRTimeline
Garton & Associates Financial Advisors …855$48.9K0.03%13F-HRTimeline
CHELSEA COUNSEL CO806$46.5K0.02%013F-HRTimeline
Avalon Trust Co800$45.8K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.786$45K0.01%013F-HRTimeline
North Star Investment Management Corp.750$42.9K<0.01%-31513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$42.9K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…855$42.4K0.02%013F-HRTimeline
Front Row Advisors LLC705$40.7K0.01%013F-HRTimeline
FSA Advisors, Inc.18,438$40.6K0.03%new13F-HRTimeline
Sunrise Financial Services, LLC700$40.1K0.03%13F-HRTimeline
Addison Advisors LLC650$37.2K0.01%013F-HRTimeline
Graney & King, LLC600$34.3K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department596$34.1K0.01%new13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC540$32K0.02%+1713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC530$30.3K<0.01%013F-HRTimeline
Monetary Solutions, Ltd529$30.3K0.03%13F-HRTimeline
DUNCKER STREETT & CO INC520$29.8K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …519$29.7K0.01%-1,11313F-HRTimelineGroup
Investors Portfolio Services LLC505$29.1K0.03%13F-HRTimeline
Financial Management Professionals, Inc.504$29K<0.01%+1013F-HRTimeline
EQ WEALTH ADVISORS, LLC504$28.8K0.02%new13F-HRTimeline
FNY Investment Advisers, LLC500$28K0.01%new13F-HRTimeline
Avion Wealth490$28K0.01%-1,99913F-HRTimeline
2UniFi Bank483$27.6K0.01%013F-HRTimeline
GGM Financial LLC463$26.5K0.01%-77313F-HRTimeline
Providence Capital Advisors, LLC452$25.9K<0.01%new13F-HRTimeline
Rice Partnership, LLC449$25.7K<0.01%+24913F-HRTimeline
Clarity Asset Management, Inc.448$25.7K0.01%+813F-HRTimeline
Noble Wealth Management PBC428$24.5K0.01%-73813F-HRTimeline
Abound Wealth Management409$23.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC400$23K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.400$22.9K0.02%013F-HRTimeline
Chung Wu Investment Group, LLC400$22.9K0.02%013F-HRTimeline
Cornerstone Financial Management LLC400$22.9K0.02%13F-HR/ATimeline
Elevated Capital Advisors, LLC392$22.4K0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC382$21.9K0.01%-10613F-HR/ATimeline
Global Trust Asset Management, LLC375$21.5K0.01%-10013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.356$20.8K0.02%13F-HRTimeline
PITTENGER & ANDERSON INC362$20.7K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc350$20K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV350$20K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC329$18.8K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC325$18.6K0.01%+713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC322$18.4K0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC300$17.2K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC291$16.7K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.285$16.3K0.01%+1813F-HRTimeline
DHJJ Financial Advisors, Ltd.280$16K0.01%013F-HRTimeline
SRH ADVISORS, LLC280$16K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.280$16K0.01%13F-HRTimeline
Running Point Capital Advisors, LLC276$15.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC267$15.3K<0.01%-4913F-HRTimeline
EFG International AGin group EFG International AG250$14.3K<0.01%13F-HRTimelineGroup
ATWOOD & PALMER INC243$13.9K<0.01%-1,32413F-HRTimeline
United Financial Planning Group LLC236$13.7K0.01%+20013F-HRTimeline
Rossby Financial, LCC208$11.9K<0.01%+413F-HRTimeline
SYM FINANCIAL Corp200$11.4K<0.01%013F-HRTimeline
Compass Financial Services Inc198$11.3K<0.01%-19813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC196$11.3K0.01%+313F-HRTimeline
IFC & Insurance Marketing, Inc.190$11K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.188$10.7K<0.01%+413F-HRTimeline
Principia Wealth Advisory, LLC181$10.4K0.01%013F-HRTimeline
Lummis Asset Management, LP163$9.33K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…160$9.19K<0.01%-1,34613F-HRTimeline
Founders Financial Alliance, LLC150$8.59K<0.01%-65813F-HRTimeline
Signature Resources Capital Management,…150$8.59K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.149$8.53K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA146$8.36K0.01%-22813F-HRTimeline
Investors Research Corp134$7.67K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…122$7.03K<0.01%-213F-HRTimelineGroup
Horizon Investments, LLC117$6.7K<0.01%+10013F-HRTimeline
Cornerstone Planning Group LLC101$5.9K<0.01%-68513F-HRTimeline
Aspect Partners, LLC100$5.72K<0.01%-24013F-HRTimeline
Motiv8 Investments LLC93$5K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.86$4.91K<0.01%-4413F-HRTimeline
City State Bank75$4.29K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL61$3.52K<0.01%+413F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC57$3.28K<0.01%+5213F-HRTimeline
Essential Partners LLC54$3.09K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…53$3.03K<0.01%-613F-HRTimelineGroup
Quaker Wealth Management, LLC52$2.98K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.52$2.98K<0.01%new13F-HRTimeline
Go Invest LLC50$2.87K<0.01%13F-HRTimeline
Crews Bank & Trust48$2.75K<0.01%new13F-HRTimeline
WHITTIER TRUST CO45$2.61K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC42$2.4K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC34$1.95K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC32$1.83K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC29$1.66K<0.01%013F-HRTimeline
BIRCHBROOK, INC.28$1.6K<0.01%+113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC21$1.2K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.02K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC17$974<0.01%013F-HRTimeline
Morse Asset Management, Inc17$973<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC0$376<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
MJT & Associates Financial Advisory Gro…4$219<0.01%013F-HR/ATimeline
GODSEY & GIBB, INC3$151<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$47<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…1$29<0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.0$28<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.0$12<0.01%-1,10513F-HRTimelineGroupAmount filed as zero, left out of ratios.