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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,243 managers (1,257 13F filers) reported a position in JEPI shares at 2024-12-31, 291,816,557 shares in all. 90 filers opened a position and 50 filers sold out during the quarter.

Managers
1,243
13F filers
1,257
New
90
Added
659
Reduced
284
Sold out
50
Shares held by filers
291,816,557

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY41,514,457$2.39B0.17%+2,107,73713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,254,116$1.8B0.17%+506,62713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,730,640$1.19B0.09%-1,658,53913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,555,046$837M0.2%+2,051,29913F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,668,440$441M0.1%+543,31013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,346,281$423M0.09%+714,84913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,062,542$406M+541,439Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,665,544$326M0.73%+121,88613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,602,308$322M0.12%13F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC521,370$300M30.79%-23,25813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,124,862$237M0.35%+459,84513F-HRTimeline
HighTower Advisors, LLC3,682,072$212M0.29%+108,54613F-HRTimeline
Cetera Investment Advisers3,624,250$209M0.44%-224,89713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,440,098$199M0.36%+22,92413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,832,139$163M0.14%+324,30713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,732,984$157M0.54%+122,82513F-HRTimeline
Janney Montgomery Scott LLC2,459,323$141M0.39%-106,80813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,251,807$130M0.13%+163,40713F-HRTimelineGroup
LPL Financial LLC2,229,146$128M0.05%+328,90313F-HRTimeline
RiverFront Investment Group, LLC2,002,917$115M2.62%+167,19013F-HRTimeline
CWM, LLCin group CWM, LLC1,975,605$114M0.47%+143,30413F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,970,127$113M0.38%+23,12013F-HRTimeline
Cornerstone Advisory, LLC1,844,599$109M12.4%+116,62813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,824,629$105M+347,123Timeline
Confluence Wealth Services, Inc.1,583,959$93.7M6.09%+167,70213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,596,402$91.8M3.46%+151,67313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,579,987$90.9M0.17%+172,48213F-HR/ATimeline
Enstar Group LTDin group Enstar Group LTD1,539,025$88.5M30.8%013F-HRTimelineGroup
Clearstead Advisors, LLC1,403,738$80.8M1.23%+33,09213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,367,035$78.6M0.2%-1,51213F-HRTimelineGroup
Requisite Capital Management, LLC1,343,293$77.8M15.88%-108,94413F-HRTimeline
FAS Wealth Partners, Inc.1,315,095$75.7M6.36%-92,39313F-HRTimeline
Atria Wealth Solutions, Inc.1,261,157$72.7M0.8%+118,19413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,213,021$69.8M0.13%+97,80413F-HRTimelineGroup
Allworth Financial LP1,165,502$68.6M0.38%+18,40913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,090,177$62.7M0.02%+73,14913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,073,749$61.8M0.04%+127,99013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.983,014$56.6M0.36%+120,70713F-HRTimeline
Eaton Financial Holdings Company, LLC973,620$56M21.57%+113,22413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding930,590$53.5M+275,813Timeline
CAPITAL ADVISORS INC/OK872,169$50.2M1%+31,90913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC840,282$48.3M0.08%+833,58213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding833,769$48.1M+435,447Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP818,500$47.1M0.07%+112,62613F-HRTimelineGroup
Capital Investment Advisors, LLC796,351$45.8M0.93%-49,89513F-HRTimeline
Steward Partners Investment Advisory, L…779,879$44.9M0.4%+23,01013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC769,584$44.3M1.02%+102,51113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management758,913$43.7M0.64%+4,14813F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.736,283$42.4M5.37%-79,02113F-HRTimeline
Sandy Spring Bank734,893$42.3M1.71%+71,26913F-HRTimeline
Prosperity Consulting Group, LLC710,119$40.9M3.07%+57,67413F-HRTimeline
Pacific Center for Financial Services668,909$38.5M9.9%+9,04813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd653,385$37.6M0.75%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.644,221$37.1M2.55%+17,15713F-HRTimeline
Sanctuary Advisors, LLC625,967$37M0.23%+14,26513F-HRTimeline
PINNACLE ASSOCIATES LTD631,256$36.3M0.49%+44,31013F-HRTimeline
Teamwork Financial Advisors, LLC627,187$36.1M4.7%+39,20413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC621,186$35.7M6.53%+13,63413F-HRTimelineGroup
Kathmere Capital Management, LLC619,386$35.6M3.2%+19,16813F-HRTimeline
Melia Wealth LLC600,835$34.6M18.05%+13,77613F-HRTimeline
CFO4Life Group, LLC578,253$33.3M5.84%+23,97113F-HRTimeline
Magnus Financial Group LLC573,910$33M3.19%-2,37513F-HRTimeline
HUB Investment Partners, LLC571,438$32.9M1.38%+47,35313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp559,482$32.2M0.01%-9,75613F-HRTimelineGroup
RATIONAL ADVISORS, INC.548,449$31.6M3.08%-121,05613F-HRTimeline
SYNOVUS FINANCIAL CORP537,426$30.9M0.39%-42,12713F-HRTimeline
&PARTNERS529,547$30.7M0.37%+216,40113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…525,375$30.2M0.42%+17,72813F-HRTimelineGroup
Hilton Capital Management, LLC520,541$29.9M2.59%+515,73613F-HRTimeline
Leverty Financial Group, LLC513,776$29.6M15.04%+9,06913F-HRTimeline
Prime Capital Investment Advisors, LLC509,105$29.3M0.43%+6,90213F-HRTimeline
Aptus Capital Advisors, LLC502,733$29M0.35%+48,54113F-HRTimeline
Coastal Bridge Advisors, LLC501,725$28.9M7.27%-21,69613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding497,663$28.6M+31,625Timeline
Prospera Financial Services Inc467,001$26.9M0.63%+26,41113F-HRTimeline
Horizon Advisory Services, Inc.466,114$26.8M15.35%-10,74913F-HRTimeline
Financial Partners Group, Inc456,139$26.2M3.83%-16,06213F-HRTimeline
Corrigan Financial, Inc.455,049$26.2M6%+4,12213F-HRTimeline
Badgley Phelps Wealth Managers, LLC449,925$26.1M0.61%+12,24313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC452,960$26.1M6.13%+3,46113F-HRTimeline
Mariner, LLCin group Mariner, LLC452,785$26M0.04%+211,66913F-HRTimelineGroup
Bouchey Financial Group, Ltd.441,970$25.5M2.23%+29,69013F-HRTimeline
J.W. COLE ADVISORS, INC.434,282$25M1.01%+23,60313F-HRTimeline
PATTEN & PATTEN INC/TN425,304$24.5M1.62%+8,26713F-HRTimeline
FSA WEALTH PARTNERS, INC.413,895$23.8M5.59%-3,14813F-HRTimeline
MAI Capital Management407,033$23.4M0.17%+270,49113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC397,336$22.9M0.51%+62,22313F-HRTimelineGroup
Integrated Wealth Concepts LLC397,097$22.8M0.27%+6,11213F-HRTimeline
SK Wealth Management, LLC396,113$22.8M11.6%+5,45413F-HRTimeline
Beacon Pointe Advisors, LLC394,496$22.7M0.25%+24,76213F-HRTimeline
BOKF, NAin group BOKF, NA380,212$21.7M0.37%+58,26313F-HRTimelineGroup
Graypoint LLC370,985$21.3M1.29%-4,85413F-HRTimeline
TigerOak Management, L.L.C.368,020$21.2M7.74%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC363,203$20.9M1.28%+5,35013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC355,986$20.5M5.71%+12,03713F-HRTimeline
Integrated Advisors Network LLC348,801$20.1M0.96%+79,97913F-HRTimeline
Steele Capital Management, Inc.344,275$19.9M1.04%+12,71313F-HRTimeline
Avantax Planning Partners, Inc.344,053$19.8M0.71%+6,33413F-HRTimeline
Wagner Wealth Management, LLC343,408$19.8M5.1%+18,36313F-HRTimeline
B. Riley Wealth Advisors, Inc.340,393$19.7M0.65%-23,50813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…340,344$19.6M1.83%+8,96813F-HRTimeline
Advance Capital Management, Inc.340,239$19.6M0.9%+4,58613F-HRTimeline
MGO ONE SEVEN LLC339,743$19.5M0.75%+94,10413F-HRTimeline
Mechanics Bank Trust Department336,755$19.4M2.58%+9,77713F-HRTimeline
COMERICA BANK333,028$19.2M0.08%-8,06813F-HR/ATimeline
Beacon Financial Advisory LLC327,645$18.8M6.13%+15,03413F-HRTimeline
Cooper Financial Group324,502$18.7M2.25%-29,66613F-HRTimeline
Tradition Wealth Management, LLC321,819$18.5M1.63%+26,43113F-HRTimeline
DAVENPORT & Co LLC314,671$18.1M0.11%+57,74313F-HRTimeline
Marquette Asset Management, LLC305,421$17.6M2.87%+7,45713F-HRTimeline
Global Wealth Management Investment Adv…302,460$17.4M3.59%+14,61513F-HRTimeline
Ergawealth Advisors, Inc.297,876$17.1M8.47%-8,97313F-HRTimeline
HTLF Bank296,603$17.1M1.93%-4,27313F-HRTimeline
Foundations Investment Advisors, LLC289,047$16.6M0.32%+6,72813F-HRTimeline
MADDEN SECURITIES Corp288,117$16.6M6.63%+10,14813F-HRTimeline
St. Clair Advisors, LLC287,491$16.5M4.75%+5,05513F-HRTimeline
Foguth Wealth Management, LLC.278,633$16.5M4.31%+79,09613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC284,845$16.4M8.65%+28,04713F-HRTimeline
Iron Horse Wealth Management, LLC284,596$16.4M5.49%+15,33313F-HRTimeline
CORNERSTONE ENTERPRISES, LLC280,451$16.1M9.69%new13F-HRTimeline
FINANCIAL COUNSELORS INC279,186$16.1M0.23%+54,94813F-HRTimeline
Cresset Asset Management, LLC276,326$16M0.08%-3,39113F-HRTimeline
EP Wealth Advisors, LLC274,694$15.8M0.13%+13,46413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…273,992$15.8M5.56%+23,13613F-HRTimeline
FAGAN ASSOCIATES, INC.270,270$15.5M2.47%+47,77513F-HRTimeline
Orion Porfolio Solutions, LLC269,650$15.5M0.15%+109,29013F-HRTimeline
Orion Portfolio Solutions, LLC269,650$15.5M0.15%+109,29013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding269,197$15.5M+45,669Timeline
Ocean Park Asset Management, LLC269,194$15.5M0.53%-23,62313F-HRTimeline
Jaffetilchin Investment Partners, LLC267,177$15.4M1.11%+12,70613F-HRTimeline
Waverly Advisors, LLC263,307$15.1M0.23%+14,95813F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV261,188$15M0.88%13F-HR/ATimeline
Fragasso Financial Advisors Inc259,661$14.9M1.14%-53,94613F-HRTimeline
APPLETON PARTNERS INC/MA252,120$14.5M1.07%+11,74913F-HRTimeline
NewEdge Advisors, LLC251,457$14.5M0.09%+19,33213F-HRTimeline
PFG Advisors250,747$14.4M0.88%+15,73213F-HRTimeline
Rooted Wealth Advisors, Inc.248,038$14.3M5.59%+12,92313F-HRTimeline
1 NORTH WEALTH SERVICES LLC246,403$14.2M6%13F-HRTimeline
Curran Financial Partners, LLC245,554$14.1M3.71%+21,14613F-HRTimeline
Visionary Wealth Advisors245,382$14.1M0.83%+18,54713F-HRTimeline
Advisory Services Network, LLC242,532$14M0.26%-2,52613F-HRTimeline
Wealth Advisors of Iowa, LLC242,254$13.9M7.03%+9,75413F-HRTimeline
Trinity Legacy Partners, LLC241,753$13.9M3.58%+2,35213F-HRTimeline
Signal Advisors Wealth, LLC236,772$13.7M1.55%+35,39013F-HRTimeline
Rezny Wealth Management, Inc.237,466$13.7M3.35%+4,22613F-HRTimeline
Mosley Wealth Management230,152$13.6M8.4%+6,54813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV235,052$13.5M0.03%-10,45413F-HRTimeline
Wick Capital Partners, LLC234,319$13.5M3.98%+32,00713F-HR/ATimeline
Geneos Wealth Management Inc.233,664$13.4M0.47%+2,42113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC230,066$13.2M1.06%+14,29813F-HRTimeline
SFMG, LLC226,778$13M1.03%+5,87613F-HRTimeline
Beta Wealth Group, Inc.226,642$13M5.77%+6,41013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC226,142$13M0.4%+15,32013F-HRTimelineGroup
Stonebridge Financial Group, LLC226,134$13M1.43%13F-HRTimeline
Chicago Partners Investment Group LLC223,862$13M0.43%+218,62713F-HRTimeline
U.S. Capital Wealth Advisors, LLC222,523$12.8M0.4%-70,95413F-HRTimeline
Curtis Advisory Group, LLC221,539$12.7M3.37%+11,68313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS221,032$12.7M0.04%+4,28713F-HRTimeline
Kingsview Wealth Management, LLC217,996$12.5M0.24%+23,02013F-HRTimeline
Centurion Wealth Management LLC217,116$12.5M3.91%-17,12213F-HRTimeline
WNY Asset Management, LLC216,206$12.4M1.54%-79,17413F-HRTimeline
SBI Securities Co., Ltd.215,439$12.4M0.38%13F-HRTimeline
AE Wealth Management LLC214,764$12.4M0.1%-14,53113F-HRTimeline
Sigma Planning Corp213,102$12.3M0.38%-59,20913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…212,990$12.2M1.02%new13F-HRTimeline
WEDBUSH SECURITIES INC208,285$12M0.43%+17,42013F-HRTimeline
F/m Investments LLC205,580$11.8M0.44%+190,78513F-HRTimeline
CVA Family Office, LLC204,905$11.8M1.87%+11,71613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC204,722$11.8M0.02%new13F-HRTimelineGroup
Allen Capital Group, LLC203,870$11.7M1.44%+11,63313F-HRTimeline
Ellis Investment Partners, LLC203,192$11.7M2.3%+22,52213F-HRTimeline
NWF Advisory Services Inc.201,360$11.7M1.71%+3,72313F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA201,326$11.6M1.87%-5,11513F-HRTimelineGroup
Mountain Capital Investment Advisors In…197,288$11.5M2.39%+34,54413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200,108$11.5M0.01%+52,28113F-HRTimelineGroup
Security National Bank197,955$11.4M1.62%+86,41313F-HRTimeline
Argent Trust Co197,803$11.4M0.46%+2,26713F-HRTimeline
Sandbox Financial Partners, LLC196,643$11.3M3.77%+7,47913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…194,776$11.2M1.66%-11313F-HRTimeline
Financial Guidance Group, Inc.194,176$11.2M6.12%-1,54613F-HRTimeline
Cassia Capital Partners, LLC190,814$11M7%+31013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC189,994$10.9M2.93%+52,53213F-HRTimeline
Financial Futures Ltd Liability Co.188,273$10.8M6.15%+54,60813F-HRTimeline
Merit Financial Group, LLC187,898$10.8M0.19%+180,33413F-HRTimeline
Columbus Macro, LLC184,540$10.6M1.47%+173,38713F-HRTimeline
Armor Investment Advisors, LLC184,336$10.6M4.36%+14,28213F-HRTimeline
D.A. DAVIDSON & CO.184,278$10.6M0.09%+24,53513F-HRTimeline
Sterling Investment Counsel, LLC183,554$10.6M6.98%-167,21413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC182,963$10.5M0.42%+2,68313F-HRTimelineGroup
Krilogy Financial LLC182,504$10.5M0.7%+32,36513F-HRTimeline
Signature Wealth Management Partners, L…182,461$10.5M7.21%+11,48713F-HRTimeline
Fermata Advisors, LLC181,882$10.5M1.95%+106,64713F-HRTimeline
RETIREMENT GUYS FORMULA LLC180,234$10.4M5.23%+14,85913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…179,617$10.3M3.95%-4,69613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC179,134$10.3M0.67%+8,18413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC178,913$10.3M0.34%-9,33413F-HRTimeline
World Investment Advisors176,973$10.2M0.28%+36,30813F-HRTimeline
Bouvel Investment Partners, LLC176,686$10.2M3.66%-2,15413F-HRTimeline
VeraBank, N.A.176,417$10.1M2.86%-18,80613F-HRTimeline
High Net Worth Advisory Group LLC176,139$10.1M2.83%+8,14213F-HRTimeline