Skip to content
Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

Follow

ETF (fund)

1,253 managers (1,269 13F filers) reported a position in JEPI shares at 2025-03-31, 315,502,039 shares in all. 97 filers opened a position and 73 filers sold out during the quarter.

Managers
1,253
13F filers
1,269
New
97
Added
702
Reduced
341
Sold out
73
Shares held by filers
315,502,039

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY43,911,513$2.51B0.18%+2,397,05613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,681,222$1.87B0.17%+1,427,10613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,174,390$1.61B0.12%+7,443,75013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,714,403$898M0.22%+1,159,35713F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,351,919$477M0.11%+683,47913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,119,139$464M0.1%+772,85813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,833,704$448M+771,162Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,435,593$368M0.14%+833,28513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,163,033$352M0.79%+497,48913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,903,295$280M0.4%+778,43313F-HRTimeline
Cetera Investment Advisers3,865,420$221M0.43%+241,17013F-HRTimeline
HighTower Advisors, LLC3,728,338$213M0.29%+46,26613F-HRTimeline
MML INVESTORS SERVICES, LLC3,199,188$183M0.61%+466,20413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,428,448$175M0.37%-11,65013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,033,921$173M0.14%+201,78213F-HRTimelineGroup
LPL Financial LLC2,504,557$143M0.06%+275,41113F-HRTimeline
Janney Montgomery Scott LLC2,477,365$142M0.4%+18,04213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,470,813$141M0.15%+219,00613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,078,636$119M+254,007Timeline
RiverFront Investment Group, LLC2,043,968$117M2.6%+41,05113F-HRTimeline
Cambridge Investment Research Advisors,…2,043,548$117M0.39%+73,42113F-HRTimeline
CWM, LLCin group CWM, LLC1,939,744$111M0.44%-35,86113F-HRTimelineGroup
Cornerstone Advisory, LLC1,926,444$107M12.45%+81,84513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,710,856$97.8M0.19%+130,86913F-HRTimeline
Confluence Wealth Services, Inc.1,766,767$95.8M6.04%+182,80813F-HRTimeline
Enstar Group LTDin group Enstar Group LTD1,539,025$87.9M33.19%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,502,869$85.9M3.5%-93,53313F-HRTimelineGroup
Clearstead Advisors, LLC1,487,458$85M1.32%+83,72013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,439,436$82.2M0.2%+72,40113F-HRTimelineGroup
FAS Wealth Partners, Inc.1,415,648$80.9M6.6%+100,55313F-HRTimeline
Atria Wealth Solutions, Inc.1,360,779$77.8M0.94%+99,62213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,264,248$72.2M0.14%+51,22713F-HRTimelineGroup
Requisite Capital Management, LLC1,258,135$71.9M16.21%-85,15813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,219,666$69.7M0.04%+145,91713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,192,929$68.2M0.41%+209,91513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,111,303$63.5M0.02%+21,12613F-HRTimelineGroup
Allworth Financial LP1,128,232$61.8M0.35%-37,27013F-HRTimeline
CAPITAL ADVISORS INC/OK1,025,822$58.6M1.17%+153,65313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding1,001,515$57.2M+231,931Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding956,820$54.7M+26,230Timeline
Prime Capital Investment Advisors, LLC936,022$53.5M0.62%+426,91713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP891,711$51M0.08%+73,21113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding874,382$50M+40,613Timeline
Steward Partners Investment Advisory, L…868,379$49.6M0.44%+88,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management794,178$45.4M0.65%+35,26513F-HRTimelineGroup
Sandy Spring Bank770,714$44M1.85%+35,82113F-HRTimeline
Prosperity Consulting Group, LLC763,976$43.7M3.37%+53,85713F-HRTimeline
Teamwork Financial Advisors, LLC753,687$43.1M5.93%+126,50013F-HRTimeline
PINNACLE ASSOCIATES LTD678,566$38.8M0.57%+47,31013F-HRTimeline
HUB Investment Partners, LLC672,822$38.4M1.55%+101,38413F-HRTimeline
Pacific Center for Financial Services671,810$38.4M10.18%+2,90113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP668,517$37.9M0.03%+668,51113F-HR/ATimelineGroup
Sanctuary Advisors, LLC651,945$37.3M0.26%+25,97813F-HRTimeline
Capital Investment Advisors, LLC651,454$37.2M0.73%-144,89713F-HRTimeline
OAKWORTH CAPITAL, INC.650,469$37.2M2.59%+6,24813F-HRTimeline
Kathmere Capital Management, LLC633,774$36.2M3.08%+14,38813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC631,853$36.1M6.77%+10,66713F-HRTimelineGroup
Coastal Bridge Advisors, LLC631,124$36.1M3.26%+129,39913F-HR/ATimeline
SYNOVUS FINANCIAL CORP623,364$35.6M0.46%+85,93813F-HRTimeline
NOTTINGHAM ADVISORS, INC.618,128$35.3M5.4%-118,15513F-HRTimeline
Melia Wealth LLC611,883$35M18.04%+11,04813F-HRTimeline
&PARTNERS603,194$34.2M0.36%+73,64713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…589,462$33.7M0.49%+64,08713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp586,093$33.5M0.01%+26,61113F-HRTimelineGroup
Magnus Financial Group LLC581,397$33.2M3.22%+7,48713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding570,492$32.6M+72,829Timeline
HBW ADVISORY SERVICES LLC548,219$31.3M4.45%+26,84913F-HRTimeline
Corrigan Financial, Inc.544,076$31.1M6.41%+89,02713F-HRTimeline
Hilton Capital Management, LLC529,183$30.2M2.57%+8,64213F-HRTimeline
Geneos Wealth Management Inc.528,780$30.2M0.44%+295,11613F-HRTimeline
Aptus Capital Advisors, LLC523,367$29.9M0.34%+20,63413F-HRTimeline
RATIONAL ADVISORS, INC.511,836$29.2M2.95%-36,61313F-HRTimeline
Prospera Financial Services Inc509,323$29.1M0.67%+42,32213F-HRTimeline
Horizon Advisory Services, Inc.464,694$26.6M15.03%-1,42013F-HRTimeline
Badgley Phelps Wealth Managers, LLC460,328$26.3M0.63%+10,40313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC460,228$26.3M6.39%+7,26813F-HRTimeline
Bouchey Financial Group, Ltd.452,811$25.9M2.33%+10,84113F-HRTimeline
CORNERSTONE ENTERPRISES, LLC446,480$25.5M15.55%+166,02913F-HRTimeline
Beacon Pointe Advisors, LLC439,859$25.1M0.28%+45,36313F-HRTimeline
MAI Capital Management431,103$24.6M0.19%+24,07013F-HRTimeline
Mariner, LLCin group Mariner, LLC426,672$24.4M0.04%-26,11313F-HRTimelineGroup
PATTEN & PATTEN INC/TN424,382$24.2M1.62%-92213F-HRTimeline
BOKF, NAin group BOKF, NA419,460$24M0.42%+39,24813F-HRTimelineGroup
Beta Wealth Group, Inc.418,492$23.9M8.59%+191,85013F-HRTimeline
FSA WEALTH PARTNERS, INC.415,469$23.7M8.98%+1,57413F-HRTimeline
Sterling Investment Counsel, LLC414,001$23.7M8.09%+230,44713F-HRTimeline
Integrated Wealth Concepts LLC412,909$23.6M0.28%+15,81213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC398,768$22.9M0.51%+1,43213F-HRTimelineGroup
Wagner Wealth Management, LLC384,890$22M5.48%+41,48213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…382,194$21.8M2.04%+41,85013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC376,891$21.5M1.34%+13,68813F-HRTimeline
Graypoint LLC376,462$21.5M1.34%+5,47713F-HRTimeline
Advance Capital Management, Inc.372,621$21.3M1.02%+32,38213F-HRTimeline
TigerOak Management, L.L.C.372,366$21.3M8.22%+4,34613F-HRTimeline
Steele Capital Management, Inc.369,924$21.1M1.1%+25,64913F-HRTimeline
Waverly Advisors, LLC364,108$20.8M0.25%+100,80113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC362,650$20.7M4.93%+172,65613F-HRTimeline
Avantax Planning Partners, Inc.362,227$20.7M0.73%+18,17413F-HRTimeline
Orion Porfolio Solutions, LLC361,603$20.7M0.2%+91,95313F-HRTimeline
Orion Portfolio Solutions, LLC361,603$20.7M0.2%+91,95313F-HR/ATimeline
Cooper Financial Group360,873$20.6M2.72%+36,37113F-HRTimeline
COMERICA BANK360,662$20.6M0.09%+27,63413F-HRTimeline
FINANCIAL COUNSELORS INC349,352$20M0.3%+70,16613F-HRTimeline
J.W. COLE ADVISORS, INC.343,368$19.6M0.61%-90,91413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC340,094$19.4M0.01%+139,98613F-HRTimelineGroup
SK Wealth Management, LLC367,985$19.4M10.41%-28,12813F-HRTimeline
DAVENPORT & Co LLC337,638$19.3M0.11%+22,96713F-HRTimeline
WNY Asset Management, LLC335,828$19.2M2.28%+119,62213F-HRTimeline
Beacon Financial Advisory LLC334,207$19.1M5.79%+6,56213F-HRTimeline
ROTHSCHILD INVESTMENT LLC334,166$19.1M1.28%+155,03213F-HRTimeline
Mechanics Bank Trust Department331,669$19M2.59%-5,08613F-HRTimeline
Financial Partners Group, Inc325,350$18.6M2.87%-130,78913F-HRTimeline
Global Wealth Management Investment Adv…324,439$18.5M3.71%+21,97913F-HRTimeline
GWN SECURITIES INC.331,156$18.5M1.04%+311,85013F-HRTimeline
B. Riley Wealth Advisors, Inc.319,997$18.3M0.56%-20,39613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC310,456$17.7M5.14%-45,53013F-HRTimeline
MGO ONE SEVEN LLC309,083$17.7M0.69%-30,66013F-HRTimeline
Tradition Wealth Management, LLC308,358$17.6M1.55%-13,46113F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC307,516$17.6M9.29%+22,67113F-HRTimeline
MADDEN SECURITIES Corp304,375$17.4M6.75%+16,25813F-HRTimeline
Kingsview Wealth Management, LLC301,803$17.2M0.32%+83,80713F-HRTimeline
Global Assets Advisory, LLC316,909$17.2M3.24%+206,72213F-HRTimeline
Iron Horse Wealth Management, LLC300,235$17.2M5.51%+15,63913F-HRTimeline
Marquette Asset Management, LLC294,829$16.8M2.97%-10,59213F-HRTimeline
Foundations Investment Advisors, LLC290,699$16.6M0.31%+1,65213F-HRTimeline
St. Clair Advisors, LLC285,617$16.3M4.57%-1,87413F-HRTimeline
Cresset Asset Management, LLC285,515$16.3M0.08%+9,18913F-HRTimeline
Advisory Services Network, LLC284,897$16.3M0.31%+42,36513F-HRTimeline
FAGAN ASSOCIATES, INC.283,697$16.2M2.7%+13,42713F-HRTimeline
Ergawealth Advisors, Inc.283,113$16.2M8.02%-14,76313F-HRTimeline
B&D White Capital Company, LLC278,502$15.9M2.35%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…276,690$15.8M5.72%+2,69813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding275,577$15.7M+6,380Timeline
Curran Financial Partners, LLC275,440$15.7M3.86%+29,88613F-HRTimeline
PFG Advisors272,775$15.6M0.87%+22,02813F-HRTimeline
Wealth Advisors of Iowa, LLC271,552$15.5M6.67%+29,29813F-HRTimeline
EP Wealth Advisors, LLC270,547$15.5M0.12%-4,14713F-HRTimeline
Rezny Wealth Management, Inc.268,387$15.3M3.97%+30,92113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV266,272$15.2M3.31%+242,69913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC265,214$15.2M0.01%+159,11213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC262,006$15M0.41%+86,95913F-HRTimeline
NewEdge Advisors, LLC261,274$14.9M0.09%+9,81713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV258,207$14.9M0.03%+23,15513F-HRTimeline
APPLETON PARTNERS INC/MA260,028$14.9M1.15%+7,90813F-HRTimeline
1 NORTH WEALTH SERVICES LLC258,319$14.8M6.83%+11,91613F-HRTimeline
Chicago Partners Investment Group LLC262,280$14.6M0.49%+38,41813F-HRTimeline
Eaton Financial Holdings Company, LLC250,475$14.3M5.94%-723,14513F-HRTimeline
Trinity Legacy Partners, LLC251,590$14.1M3.57%+9,83713F-HRTimeline
SFMG, LLC243,764$13.9M1.1%+16,98613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS242,670$13.9M0.03%+21,63813F-HRTimeline
Creative Planningin group Creative Planning239,863$13.7M0.01%+91,47613F-HRTimelineGroup
Allen Capital Group, LLC239,643$13.7M1.57%+35,77313F-HRTimeline
Dynamic Advisor Solutions LLC239,621$13.7M0.45%+68,01113F-HRTimeline
Visionary Wealth Advisors237,248$13.6M0.81%-8,13413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …233,943$13.4M0.2%+68,11113F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC229,633$13.1M1.05%-43313F-HRTimeline
Private Advisor Group, LLC229,059$13.1M0.08%+74,75613F-HRTimeline
Rooted Wealth Advisors, Inc.249,478$13M5.6%+1,44013F-HRTimeline
Sigma Planning Corp227,110$13M0.41%+14,00813F-HRTimeline
Signature Wealth Management Partners, L…223,271$12.8M8.35%+40,81013F-HRTimeline
Mountain Capital Investment Advisors In…231,465$12.7M2.72%+34,17713F-HRTimeline
SBI Securities Co., Ltd.222,061$12.7M0.42%+6,62213F-HRTimeline
Curtis Advisory Group, LLC221,258$12.6M3.71%-28113F-HRTimeline
Wick Capital Partners, LLC220,636$12.6M3.77%-13,68313F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA218,895$12.5M2%+17,56913F-HRTimelineGroup
Centurion Wealth Management LLC217,116$12.5M3.91%013F-HRTimeline
CVA Family Office, LLC215,862$12.3M1.89%+10,95713F-HRTimeline
Cascade Wealth Advisors, Inc219,932$12M8.29%+78,38113F-HRTimeline
Argent Trust Co209,277$12M0.49%+11,47413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC208,924$11.9M0.15%+133,85113F-HRTimelineGroup
Sandbox Financial Partners, LLC207,685$11.9M4.19%+11,04213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…205,029$11.7M1.03%-7,96113F-HRTimeline
CHOREO, LLC204,545$11.7M0.18%+79,90013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…205,826$11.7M1.78%+11,05013F-HRTimeline
Financial Guidance Group, Inc.202,325$11.6M6.24%+8,14913F-HRTimeline
F/m Investments LLC201,615$11.5M0.46%-3,96513F-HRTimeline
Financial Futures Ltd Liability Co.201,229$11.5M6.52%+12,95613F-HRTimeline
Ellis Investment Partners, LLC201,136$11.5M2.38%-2,05613F-HRTimeline
Columbus Macro, LLC200,248$11.4M1.51%+15,70813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…199,723$11.4M4.26%+20,10613F-HRTimelineGroup
Security National Bank197,798$11.3M2.13%-15713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC197,390$11.3M3.75%new13F-HRTimeline
World Investment Advisors196,699$11.2M0.29%+19,72613F-HRTimeline
CFO4Life Group, LLC196,176$11.2M1.89%-382,07713F-HRTimeline
WEDBUSH SECURITIES INC195,520$11.2M0.41%-12,76513F-HRTimeline
NWF Advisory Services Inc.195,398$11.2M1.57%-5,96213F-HRTimeline
Merit Financial Group, LLC194,201$11.1M0.17%+6,30313F-HRTimeline
Fermata Advisors, LLC190,910$10.9M1.97%+9,02813F-HRTimeline
IVC Wealth Advisors LLC190,409$10.9M5.85%+21,98813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC190,370$10.9M0.33%-35,77213F-HRTimelineGroup
Pinnacle Financial Partners Inc189,804$10.8M0.22%+38,47613F-HRTimeline
D.A. DAVIDSON & CO.189,553$10.8M0.09%+5,27513F-HRTimeline
Foguth Wealth Management, LLC.188,958$10.8M2.62%-89,67513F-HRTimeline
Armor Investment Advisors, LLC187,946$10.7M4.44%+3,61013F-HRTimeline
Mayfair Advisory Group, LLC187,739$10.7M6.19%+20,22313F-HRTimeline
HARBOUR INVESTMENTS, INC.187,499$10.7M0.31%+12,85313F-HRTimeline
U.S. Capital Wealth Advisors, LLC187,249$10.7M0.33%-35,27413F-HRTimeline
Krilogy Financial LLC187,220$10.7M0.69%+4,71613F-HRTimeline
Cassia Capital Partners, LLC186,460$10.7M6.65%-4,35413F-HRTimeline
Bouvel Investment Partners, LLC178,840$10.6M4%+2,15413F-HRTimeline