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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Nilsine Partners, LLC3,870$221K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,887$220K0.09%-1,09713F-HRTimeline
A4 Wealth Advisors LLC3,877$220K0.18%013F-HRTimeline
Brooklyn Investment Group3,850$218K0.01%new13F-HRTimeline
Hidden Cove Wealth Management, LLC3,840$218K0.14%013F-HRTimeline
Bridgewater Advisors Inc.3,888$217K0.01%-70013F-HRTimeline
BNB Wealth Management, LLC3,780$214K0.14%-47813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC3,779$214K0.06%-10013F-HRTimeline
Norris Financial Group, LLC3,776$214K0.07%013F-HRTimeline
Convergence Financial, LLC3,773$214K0.02%new13F-HRTimeline
Hiley Hunt Wealth Management3,771$214K0.09%new13F-HRTimeline
Financial Perspectives, Inc3,766$213K0.06%+3413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,749$213K0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,736$212K0.03%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC3,722$211K0.15%013F-HRTimeline
SLT Holdings LLC3,706$210K0.15%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,705$210K0.04%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,694$209K0.06%new13F-HRTimeline
OBSIDIAN CIO, LLC3,688$209K0.19%+1713F-HRTimeline
Edgestream Partners, L.P.3,686$209K0.01%-20,30413F-HRTimeline
Facet Wealth, Inc.3,683$209K<0.01%new13F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,667$208K0.05%-57,45113F-HRTimeline
Roble, Belko & Company, Inc3,656$207K0.03%-18813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC3,634$206K0.03%+5013F-HRTimeline
Elmwood Wealth Management, Inc.3,625$205K0.06%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,620$205K<0.01%-40013F-HRTimeline
Friday Financial3,620$205K0.07%013F-HRTimeline
NATURAL INVESTMENTS, LLC3,628$205K0.05%new13F-HRTimeline
Atlas Wealth Partners, LLC3,585$203K0.21%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC3,574$202K0.01%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,542$201K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd3,533$200K<0.01%-1,90313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,530$200K0.02%-77513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,457$196K<0.01%+2,36013F-HRTimeline
Chung Wu Investment Group, LLC3,350$190K0.16%+2,95013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,329$189K0.05%+92213F-HRTimelineGroup
BFSG, LLC3,231$183K0.02%-23413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,049$173K0.01%+6013F-HRTimeline
Adalta Capital Management LLC3,000$170K0.08%-2,00013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,858$162K0.05%+3013F-HRTimeline
Smithfield Trust Co2,822$160K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,773$157K0.06%+90513F-HRTimeline
SSA SWISS ADVISORS AG2,659$151K0.07%013F-HRTimeline
Canton Hathaway, LLC2,600$147K0.03%+65013F-HRTimeline
Beaird Harris Wealth Management, LLC2,594$147K0.01%013F-HRTimeline
Millstone Evans Group, LLC2,550$145K0.09%013F-HRTimeline
Midwest Capital Advisors, LLC2,535$144K0.07%+1813F-HRTimeline
Stone House Investment Management, LLC2,532$144K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,523$143K0.01%+513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,503$142K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,434$138K<0.01%+45013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,257$128K0.05%+1,15713F-HRTimeline
Strive Financial Group ,LLC2,238$127K0.07%+213F-HRTimeline
KM Capital Management Ltd.2,243$125K0.08%new13F-HRTimeline
Nalls Sherbakoff Group, LLC2,184$124K0.09%+1,08913F-HRTimeline
Independence Bank of Kentucky2,157$122K0.02%013F-HRTimeline
3Chopt Investment Partners, LLC2,143$121K0.03%+17713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,060$117K<0.01%013F-HRTimeline
MATHER GROUP, LLC.2,048$116K<0.01%new13F-HRTimeline
Bogart Wealth, LLC2,011$114K<0.01%+83513F-HRTimeline
Opal Wealth Advisors, LLC2,007$114K0.03%new13F-HRTimeline
Manchester Capital Management LLC2,000$113K0.02%new13F-HRTimeline
Wellington Grp LLC1,980$112K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.1,900$108K0.03%013F-HRTimeline
Sage Mountain Advisors LLC1,856$105K0.01%013F-HRTimeline
Luminist Capital LLC1,727$97.9K0.13%-2913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,704$96.6K0.01%-1,55413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,700$96.4K<0.01%-6513F-HRTimelineGroup
BAYBAN1,640$93K0.08%013F-HRTimeline
Global Wealth Strategies & Associates1,546$87.6K0.02%-2913F-HRTimeline
Peck Wealth Management, LLC1,506$85.3K0.09%+513F-HRTimeline
Dunhill Financial, LLC1,498$84.9K0.02%-10413F-HRTimeline
Centerpoint Advisors, LLC1,478$84K0.03%+2213F-HRTimeline
Medallion Wealth Advisors, LLC1,451$82.2K0.03%-1,44913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,402$79.5K<0.01%new13F-HR/ATimeline
WealthShield Partners, LLC1,359$77K0.01%+1,09213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,319$74K0.01%013F-HRTimeline
Coastline Trust Co1,151$65.2K0.01%-2,71713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Westfuller Advisors, LLC1,150$65.2K0.03%+2213F-HRTimeline
MONTAG A & ASSOCIATES INC1,085$61.5K<0.01%-50113F-HRTimeline
Rialto Wealth Management, LLC1,082$61.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,068$61K<0.01%-5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VSM Wealth Advisory, LLC1,035$58.7K0.02%+6713F-HRTimeline
Founders Financial Alliance, LLC1,034$58.6K0.01%+88413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,030$58.4K0.03%+413F-HRTimelineGroup
FINANCIAL CONSULATE, INC1,017$57.6K0.01%+15313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,000$56.7K0.01%-50013F-HRTimeline
Pacifica Partners Inc.1,000$56.7K0.02%013F-HRTimeline
Cetera Trust Company, N.A1,000$56.7K0.03%013F-HRTimeline
Truvestments Capital LLC996$56.4K0.01%013F-HRTimeline
Piscataqua Savings Bank975$55.3K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.943$53.4K0.02%-9513F-HRTimeline
Dynamic Wealth Strategies, LLC898$50.9K0.03%new13F-HRTimeline
SOA Wealth Advisors, LLC.50,366$50.4K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.878$49.8K0.04%+59813F-HRTimeline
CHELSEA COUNSEL CO806$45.7K0.02%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…803$45.5K<0.01%-42413F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.786$44.5K0.01%013F-HRTimeline
North Star Investment Management Corp.750$42.5K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$42.5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC737$41.8K<0.01%new13F-HRTimeline
Front Row Advisors LLC705$40K0.01%013F-HRTimeline
Sunrise Financial Services, LLC700$39.7K0.03%013F-HRTimeline
Addison Advisors LLC650$36.8K0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…615$34.9K0.03%new13F-HRTimeline
Rossby Financial, LCC581$32.8K0.01%+37313F-HRTimeline
MOTCO568$32.2K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC551$31.2K<0.01%+2113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…550$31.2K<0.01%-12,00013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC544$31K0.02%+413F-HRTimeline
Monetary Solutions, Ltd529$30K0.03%013F-HRTimeline
DUNCKER STREETT & CO INC520$29.5K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC518$29.3K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.513$29.1K<0.01%+913F-HRTimeline
Advocate Investing Services LLC500$28.3K0.02%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC491$27.8K0.03%-39613F-HRTimeline
2UniFi Bank483$27.4K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC479$27.1K0.01%new13F-HRTimeline
Avion Wealth490$27K0.01%013F-HRTimeline
GGM Financial LLC472$26.8K0.01%+913F-HRTimeline
Clarity Asset Management, Inc.457$25.9K0.01%+913F-HRTimeline
Investors Portfolio Services LLC437$24.8K0.02%-6813F-HRTimeline
Abound Wealth Management436$24.7K0.01%+2713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.415$23.5K<0.01%+41513F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC400$22.7K<0.01%-3,57313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.400$22.7K0.02%013F-HRTimeline
MidFirst Bank400$22.7K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC400$22.7K0.02%013F-HR/ATimeline
Salomon & Ludwin, LLC400$22.6K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.378$21.4K<0.01%+29213F-HRTimeline
Global Trust Asset Management, LLC375$21.3K0.01%013F-HRTimeline
EFG International AGin group EFG International AG375$21.3K<0.01%+12513F-HRTimelineGroup
CX Institutional373$21K<0.01%-1,11513F-HRTimeline
PITTENGER & ANDERSON INC362$20.5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV353$20K<0.01%+313F-HRTimeline
Capital Investment Counsel, Inc350$19.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC345$19.6K0.01%-8313F-HRTimeline
Dogwood Wealth Management LLC331$18.8K0.01%+613F-HRTimeline
MILLER WEALTH ADVISORS, LLC330$18.7K0.01%-5213F-HRTimeline
Lodestone Wealth Management LLC329$18.6K0.01%013F-HR/ATimeline
Heritage Wealth Advisors314$17.8K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC303$17.2K<0.01%-8913F-HRTimeline
Game Plan Financial Advisors, LLC300$17K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.285$16.2K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.280$15.9K0.01%013F-HRTimeline
SRH ADVISORS, LLC280$15.9K<0.01%013F-HRTimeline
Synergy Investment Management, LLC277$15.7K0.01%new13F-HRTimeline
Root Financial Partners, LLC272$15.4K<0.01%-1,38713F-HRTimeline
Financial Network Wealth Advisors LLC266$15.1K0.02%new13F-HRTimeline
Lloyd Advisory Services, LLC.250$14.2K<0.01%+25013F-HRTimeline
Kingdom Financial Group LLC.250$14.2K<0.01%+10113F-HRTimeline
Miller Global Investments, LLC245$13.9K0.01%new13F-HRTimeline
Horizon Investments, LLC228$12.7K<0.01%+11113F-HRTimeline
Robinswood Financial LLC217$12.3K<0.01%new13F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC200$11.4K0.01%+413F-HRTimeline
SYM FINANCIAL Corp200$11.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC200$11.3K<0.01%new13F-HRTimeline
Rice Partnership, LLC200$11.3K<0.01%-24913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.191$10.8K<0.01%+313F-HRTimeline
Principia Wealth Advisory, LLC181$10.3K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…163$9.28K<0.01%+313F-HRTimeline
Lummis Asset Management, LP163$9.24K0.01%013F-HRTimeline
Signature Resources Capital Management,…150$8.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC145$8K<0.01%-20,14713F-HRTimelineGroup
Imprint Wealth LLC139$7.88K0.04%-90013F-HRTimeline
Investors Research Corp134$7.59K<0.01%013F-HRTimeline
Operose Advisors LLC113$6.41K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC101$5.71K<0.01%013F-HRTimeline
Aspect Partners, LLC100$5.67K<0.01%013F-HRTimeline
True Link Financial Advisors, LLC94$5.33K<0.01%new13F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…89$5.04K<0.01%+3613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC80$4.53K<0.01%new13F-HRTimeline
City State Bank75$4.25K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL72$4.06K<0.01%+1113F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC69$3.91K<0.01%-25313F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC58$3.29K<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC52$2.95K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.52$2.95K<0.01%013F-HRTimeline
Go Invest LLC50$2.85K<0.01%013F-HRTimeline
WHITTIER TRUST CO50$2.83K<0.01%+513F-HRTimeline
Scarborough Advisors, LLC49$2.78K<0.01%+2013F-HRTimeline
Crews Bank & Trust48$2.72K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance46$2.61K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC42$2.38K0.02%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC39$2.21K<0.01%13F-HRTimelineGroup
Holos Integrated Wealth LLC39$2.2K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC32$1.81K<0.01%013F-HRTimeline
BIRCHBROOK, INC.28$1.61K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.18$1.03K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC17$964<0.01%013F-HRTimeline
Morse Asset Management, Inc16$907<0.01%-113F-HRTimeline
Glass Jacobson Investment Advisors llc11$624<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC7$416<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.7$399<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6$338<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…2$63<0.01%-213F-HRTimeline
Beacon Capital Management, Inc.1$47<0.01%013F-HR/ATimeline
Measured Wealth Private Client Group, L…1$29<0.01%013F-HRTimeline