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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,272 managers (1,288 13F filers) reported a position in JEPI shares at 2025-06-30, 319,413,908 shares in all. 96 filers opened a position and 77 filers sold out during the quarter.

Managers
1,272
13F filers
1,288
New
96
Added
665
Reduced
415
Sold out
77
Shares held by filers
319,413,908

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY45,833,158$2.61B0.17%+1,921,64513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,372,182$1.9B0.15%+690,96013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,434,182$934M0.21%+719,77913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,404,643$762M0.05%-14,769,74713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,118,823$518M+1,285,119Timeline
UBS Group AGin group UBS Group AG8,465,945$481M0.1%+114,02613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,267,547$470M0.09%+148,40813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,072,179$402M0.14%+636,58613F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors6,983,251$397M22.22%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,248,359$355M0.63%+85,32613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,091,909$289M0.38%+188,61413F-HRTimeline
LPL Financial LLC3,914,423$223M0.07%+1,409,86613F-HRTimeline
Cetera Investment Advisers3,694,868$210M0.35%-170,55213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,371,709$192M0.34%-56,73913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,357,833$191M0.55%+158,64513F-HRTimeline
HighTower Advisors, LLC3,184,738$181M0.23%-543,60013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,064,828$174M0.13%+30,90713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,921,110$166M0.16%+450,29713F-HRTimelineGroup
RiverFront Investment Group, LLC2,903,847$165M3.22%+859,87913F-HRTimeline
Janney Montgomery Scott LLC2,600,663$148M0.39%+123,29813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,422,797$138M+344,161Timeline
Cambridge Investment Research Advisors,…1,994,661$113M0.34%-48,88713F-HRTimeline
Cornerstone Advisory, LLC1,962,031$112M11.98%+35,58713F-HRTimeline
CWM, LLCin group CWM, LLC1,960,370$111M0.39%+20,62613F-HRTimelineGroup
Confluence Wealth Services, Inc.1,854,052$105M5.75%+87,28513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,708,349$97.1M0.02%+1,122,25613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,539,797$87.5M0.19%+100,36113F-HR/ATimelineGroup
Enstar Group LTDin group Enstar Group LTD1,539,025$87.5M32.19%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,527,917$87M0.14%-182,93913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,486,279$84.5M0.02%+374,97613F-HRTimelineGroup
FAS Wealth Partners, Inc.1,479,587$84.1M6.22%+63,93913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,446,109$81.9M0.06%+777,59213F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,430,764$81.3M3.01%-72,10513F-HRTimelineGroup
Clearstead Advisors, LLC1,426,900$81.1M1.14%-60,55813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,383,274$78.6M0.14%+119,02613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,326,813$75.4M0.05%+107,14713F-HRTimelineGroup
Hamilton Capital, LLC1,273,052$72.4M3.98%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,219,339$69.3M0.38%+26,41013F-HRTimeline
Allworth Financial LP1,143,928$65M0.31%+15,69613F-HRTimeline
CAPITAL ADVISORS INC/OK1,044,641$59.4M1.07%+18,81913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,007,194$57.3M0.08%+115,48313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding987,150$56.1M+30,330Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp956,167$54.4M1.24%+820,01013F-HRTimelineGroup
Steward Partners Investment Advisory, L…938,488$53.4M0.42%+70,10913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding924,064$52.5M+49,682Timeline
Teamwork Financial Advisors, LLC907,939$51.6M6.33%+154,25213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding862,156$49M-139,359Timeline
Brookstone Capital Managementin group Brookstone Capital Management828,514$47.1M0.62%+34,33613F-HRTimelineGroup
Prosperity Consulting Group, LLC815,079$46.3M3.38%+51,10313F-HRTimeline
Sanctuary Advisors, LLC742,140$42.2M0.26%+90,19513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC736,457$41.9M7.82%+104,60413F-HRTimelineGroup
&PARTNERS734,258$41.8M0.32%+131,06413F-HRTimeline
Hilton Capital Management, LLC734,824$41.8M3.33%+205,64113F-HRTimeline
HUB Investment Partners, LLC688,315$39.1M1.37%+15,49313F-HRTimeline
PINNACLE ASSOCIATES LTD683,775$38.9M0.56%+5,20913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding671,474$38.2M+100,982Timeline
Kathmere Capital Management, LLC660,516$37.6M2.89%+26,74213F-HRTimeline
Traynor Capital Management, Inc.659,678$37.5M2.66%+531,38813F-HRTimeline
OAKWORTH CAPITAL, INC.652,489$37.1M2.39%+2,02013F-HRTimeline
SYNOVUS FINANCIAL CORP650,275$37M0.45%+26,91113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC647,734$36.8M0.26%+628,57213F-HR/ATimelineGroup
Melia Wealth LLC645,241$36.7M17.57%+33,35813F-HRTimeline
Coastal Bridge Advisors, LLC630,278$35.8M2.98%-84613F-HRTimeline
Capital Investment Advisors, LLC622,300$35.4M0.63%-29,15413F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.620,233$35.3M5.23%+2,10513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…613,496$34.9M0.48%+24,03413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC560,284$31.9M0.6%+161,51613F-HRTimelineGroup
WNY Asset Management, LLC554,079$31.5M3.47%+218,25113F-HRTimeline
NewEdge Advisors, LLC551,136$31.3M0.16%+289,86213F-HRTimeline
Prospera Financial Services Inc543,695$30.9M0.58%+34,37213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION528,608$30.1M2.64%new13F-HRTimeline
HBW ADVISORY SERVICES LLC524,375$29.8M3.68%-23,84413F-HRTimeline
J.W. COLE ADVISORS, INC.522,454$29.7M0.63%+179,08613F-HRTimeline
RATIONAL ADVISORS, INC.514,292$29.2M2.9%+2,45613F-HRTimeline
Aptus Capital Advisors, LLC513,453$29.2M0.29%-9,91413F-HRTimeline
Atria Wealth Solutions, Inc.507,452$28.9M0.65%-853,32713F-HRTimeline
CORNERSTONE ENTERPRISES, LLC498,682$28.4M15.26%+52,20213F-HRTimeline
Horizon Advisory Services, Inc.473,982$26.9M14.48%+9,28813F-HRTimeline
Bouchey Financial Group, Ltd.463,019$26.3M2.19%+10,20813F-HRTimeline
BOKF, NAin group BOKF, NA445,175$25.3M0.41%+25,71513F-HRTimelineGroup
MAI Capital Management438,744$24.9M0.17%+7,64113F-HRTimeline
Beacon Pointe Advisors, LLC429,983$24.4M0.26%-9,87613F-HRTimeline
Integrated Wealth Concepts LLC425,129$24.2M0.24%+12,22013F-HRTimeline
Mariner, LLCin group Mariner, LLC422,105$24M0.03%-4,56713F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co415,000$23.6M1.5%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC414,243$23.5M8.1%+106,72713F-HRTimeline
Wagner Wealth Management, LLC411,797$23.4M5.34%+26,90713F-HRTimeline
Cooper Financial Group407,614$23.2M2.73%+46,74113F-HRTimeline
Midwest Trust Co404,894$23M0.32%13F-HRTimeline
Orion Porfolio Solutions, LLC402,982$22.9M0.2%+41,37913F-HR/ATimeline
PATTEN & PATTEN INC/TN394,432$22.4M1.45%-29,95013F-HRTimeline
Advance Capital Management, Inc.392,016$22.3M1.01%+19,39513F-HRTimeline
DAVENPORT & Co LLC390,727$22.2M0.12%+53,08913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…387,766$22M1.83%+5,57213F-HRTimeline
SK Wealth Management, LLC378,881$21.5M9.34%+10,89613F-HRTimeline
Waverly Advisors, LLC378,855$21.5M0.24%+14,74713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC376,972$21.4M4.51%+14,32213F-HRTimeline
TigerOak Management, L.L.C.371,747$21.1M7.24%-61913F-HRTimeline
COMERICA BANK369,693$21M0.08%+9,03113F-HRTimeline
Avantax Planning Partners, Inc.359,425$20.4M0.65%-2,80213F-HRTimeline
Kingsview Wealth Management, LLC356,626$20.3M0.34%+54,82313F-HRTimeline
Beacon Financial Advisory LLC347,593$19.8M5.11%+13,38613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC336,866$19.1M1.34%-40,02513F-HRTimeline
Foundations Investment Advisors, LLC336,502$19.1M0.3%+45,80313F-HRTimeline
Global Wealth Management Investment Adv…331,714$18.9M3.54%+7,27513F-HRTimeline
ROTHSCHILD INVESTMENT LLC330,565$18.8M1.18%-3,60113F-HRTimeline
Steele Capital Management, Inc.330,320$18.8M0.9%-39,60413F-HRTimeline
MGO ONE SEVEN LLC324,090$18.4M0.59%+15,00713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC319,512$18.2M0.01%-20,58213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding314,846$17.9M+39,269Timeline
Iron Horse Wealth Management, LLC312,226$17.8M5.24%+11,99113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…308,698$17.5M0.39%+167,69713F-HRTimelineGroup
MADDEN SECURITIES Corp307,785$17.5M5.87%+3,41013F-HRTimeline
Americana Partners, LLC304,894$17.3M0.6%new13F-HRTimeline
Curran Financial Partners, LLC302,416$17.2M3.8%+26,97613F-HRTimeline
Chicago Partners Investment Group LLC295,314$16.9M0.49%+33,03413F-HRTimeline
Tradition Wealth Management, LLC297,241$16.9M1.35%-11,11713F-HRTimeline
St. Clair Advisors, LLC296,967$16.9M4.42%+11,35013F-HRTimeline
Mechanics Bank Trust Department296,941$16.9M2.42%-34,72813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV296,745$16.9M3.18%+30,47313F-HRTimeline
PFG Advisors291,709$16.6M0.77%+18,93413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…291,354$16.6M5.53%+14,66413F-HRTimeline
FAGAN ASSOCIATES, INC.290,886$16.5M2.56%+7,18913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC288,581$16.4M0.09%+242,58913F-HRTimelineGroup
Advisory Services Network, LLC290,347$16.4M0.26%+5,45013F-HRTimeline
B&D White Capital Company, LLC287,375$16.3M2.49%+8,87313F-HRTimeline
Cresset Asset Management, LLC286,355$16.3M0.08%+84013F-HR/ATimeline
Geneos Wealth Management Inc.285,816$16.2M0.4%-242,96413F-HRTimeline
Integrated Advisors Network LLC281,896$16M0.72%+106,04013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …278,784$15.8M0.21%+44,84113F-HRTimelineGroup
Rezny Wealth Management, Inc.278,617$15.8M3.57%+10,23013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC269,083$15.3M3.85%-41,37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV265,620$15.3M0.03%+7,41313F-HRTimeline
Ergawealth Advisors, Inc.267,949$15.2M6.85%-15,16413F-HRTimeline
Rooted Wealth Advisors, Inc.264,139$15M5.18%+14,66113F-HRTimeline
1 NORTH WEALTH SERVICES LLC263,547$15M5.95%+5,22813F-HRTimeline
EP Wealth Advisors, LLC263,391$15M0.1%-7,15613F-HRTimeline
Magnus Financial Group LLC262,839$14.9M1.31%-318,55813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.260,970$14.8M2.54%new13F-HRTimeline
SFMG, LLC260,457$14.8M1.11%+16,69313F-HRTimeline
APPLETON PARTNERS INC/MA260,440$14.8M1.05%+41213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS259,789$14.8M0.03%+17,11913F-HRTimeline
Trinity Legacy Partners, LLC257,112$14.6M3.54%+5,52213F-HRTimeline
Beta Wealth Group, Inc.255,188$14.5M5.31%-163,30413F-HRTimeline
Allen Capital Group, LLC254,297$14.5M1.51%+14,65413F-HRTimeline
Eaton Financial Holdings Company, LLC252,599$14.4M4.42%+2,12413F-HRTimeline
Cascade Wealth Advisors, Inc253,728$14.2M8.04%+33,79613F-HRTimeline
Creative Planningin group Creative Planning248,537$14.1M0.01%+8,67413F-HRTimelineGroup
Centurion Wealth Management LLC247,901$14.1M4.04%+30,78513F-HRTimeline
AdvisorNet Financial, Inc246,492$14M0.9%+93,31213F-HRTimeline
Graypoint LLC244,227$13.9M0.78%-132,23513F-HRTimeline
Dynamic Advisor Solutions LLC243,531$13.8M0.43%+3,91013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC241,892$13.8M0.1%new13F-HR/ATimelineGroup
SBI Securities Co., Ltd.239,964$13.6M0.39%+17,90313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC239,305$13.6M3.29%-220,92313F-HRTimeline
Apexium Financial, LP239,190$13.6M0.72%+59,81813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC238,975$13.6M0.96%+9,34213F-HRTimeline
Signature Wealth Management Partners, L…237,623$13.5M7.72%+14,35213F-HRTimeline
Curtis Advisory Group, LLC235,157$13.4M3.36%+13,89913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC233,778$13.3M0.32%-28,22813F-HRTimeline
Mountain Capital Investment Advisors In…233,308$13.2M2.55%+1,84313F-HRTimeline
Prime Capital Investment Advisors, LLC231,368$13.2M0.17%-704,65413F-HRTimeline
Requisite Capital Management, LLC227,503$12.9M2.8%-1,030,63213F-HRTimeline
Prentice Wealth Management LLC227,399$12.9M3.4%+69,06013F-HRTimeline
Columbus Macro, LLC224,368$12.8M1.56%+24,12013F-HRTimeline
Pinnacle Financial Partners Inc222,619$12.7M0.27%+32,81513F-HRTimeline
Argent Trust Co217,868$12.4M0.47%+8,59113F-HRTimeline
Fermata Advisors, LLC216,896$12.3M3.3%+25,98613F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA215,641$12.3M1.79%-3,25413F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…215,412$12.2M3.88%+15,68913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC215,174$12.2M0.32%+24,80413F-HRTimelineGroup
Legacy Edge Advisors, LLC214,456$12.2M1.63%+34,23113F-HRTimeline
Sterling Investment Counsel, LLC212,830$12.1M7.09%-201,17113F-HRTimeline
BLAIR WILLIAM & CO/IL212,699$12.1M0.03%+44,49313F-HRTimeline
NWF Advisory Services Inc.212,392$12.1M1.44%+16,99413F-HRTimeline
WEDBUSH SECURITIES INC211,495$12M0.42%+15,97513F-HRTimeline
COURIER CAPITAL LLC209,509$11.9M0.72%+24,51113F-HRTimeline
D.A. DAVIDSON & CO.208,363$11.8M0.08%+18,81013F-HRTimeline
Visionary Wealth Advisors207,590$11.8M0.6%-29,65813F-HRTimeline
Sandbox Financial Partners, LLC206,648$11.7M3.71%-1,03713F-HRTimeline
Sigma Planning Corp204,954$11.7M0.35%-22,15613F-HRTimeline
Financial Futures Ltd Liability Co.204,582$11.6M6.23%+3,35313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…204,163$11.6M0.94%-86613F-HRTimeline
Security National Bank200,425$11.4M1.97%+2,62713F-HRTimeline
World Investment Advisors200,262$11.4M0.26%+3,56313F-HRTimeline
CVA Family Office, LLC200,209$11.4M1.6%-15,65313F-HRTimeline
F/m Investments LLC199,895$11.4M0.41%-1,72013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…199,451$11.3M1.57%-6,37513F-HRTimeline
Cassia Capital Partners, LLC197,170$11.2M6.74%+10,71013F-HRTimeline
Hedeker Wealth, LLC194,105$11M2.57%+19,77113F-HRTimeline
CHOREO, LLC193,809$11M0.15%-10,73613F-HRTimeline
Financial Guidance Group, Inc.193,055$11M5.33%-9,27013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC192,984$11M3.59%-4,40613F-HRTimeline
HARBOUR INVESTMENTS, INC.192,783$11M0.28%+5,28413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC191,752$10.9M0.14%new13F-HRTimeline
Larson Financial Group LLC189,659$10.8M0.43%+42,84813F-HRTimeline
Mutual Advisors, LLC187,652$10.8M0.27%+12,54313F-HRTimeline
IVC Wealth Advisors LLC187,376$10.7M5.19%-3,03313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187,316$10.6M0.35%+10,11913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC187,095$10.6M0.02%+30,30813F-HRTimelineGroup