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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,279 managers (1,294 13F filers) reported a position in JEPI shares at 2025-09-30, 312,881,571 shares in all. 93 filers opened a position and 78 filers sold out during the quarter.

Managers
1,279
13F filers
1,294
New
93
Added
661
Reduced
418
Sold out
78
Shares held by filers
312,881,571

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY46,972,437$2.68B0.16%+1,139,27913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,945,560$1.88B0.14%-426,62213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,977,886$969M0.2%+543,70413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,610,158$549M+491,335Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,215,825$469M0.03%-5,188,81813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,067,320$461M0.08%-200,22713F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,568,500$432M0.08%-897,44513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,273,381$415M0.13%+201,20213F-HRTimelineGroup
Nationwide Fund Advisorsin group Nationwide Fund Advisors7,038,718$402M22.17%+55,46713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,425,416$367M0.51%+177,05713F-HRTimelineGroup
Cetera Investment Advisers5,160,433$295M0.34%+1,465,56513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,756,077$272M0.35%-335,83213F-HRTimeline
LPL Financial LLC4,247,568$243M0.07%+333,14513F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding3,275,467$187M-96,242Timeline
HighTower Advisors, LLC3,146,050$180M0.2%-38,68813F-HRTimeline
RiverFront Investment Group, LLC3,067,599$175M3.07%+163,75213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,982,946$170M0.16%+61,83613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,931,338$167M0.11%-133,49013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,833,158$162M0.43%-524,67513F-HRTimeline
Janney Montgomery Scott LLC2,656,498$152M0.36%+55,83513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,560,902$146M+138,105Timeline
Cambridge Investment Research Advisors,…2,033,531$116M0.32%+38,87013F-HRTimeline
Cornerstone Advisory, LLC2,026,302$116M11.36%+64,27113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,027,327$115M0.08%+581,21813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,992,081$114M0.02%+283,73213F-HRTimelineGroup
Confluence Wealth Services, Inc.1,961,535$112M5.52%+107,48313F-HRTimeline
CWM, LLCin group CWM, LLC1,947,086$111M0.33%-13,28413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,579,673$90.2M0.18%+39,87613F-HRTimelineGroup
Enstar Group LTDin group Enstar Group LTD1,539,025$87.9M32.48%013F-HRTimelineGroup
FAS Wealth Partners, Inc.1,534,530$87.6M5.94%+54,94313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,512,366$86M0.13%-15,55113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,493,281$85.3M3.15%+62,51713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,459,624$83.3M0.05%+132,81113F-HRTimelineGroup
Clearstead Advisors, LLC1,363,519$77.9M1.13%-63,38113F-HRTimeline
Allworth Financial LP1,168,644$66.7M0.3%+24,71613F-HRTimeline
Prosperity Consulting Group, LLC1,134,332$64.8M3.19%+319,25313F-HRTimeline
CAPITAL ADVISORS INC/OK1,073,871$61.3M1.03%+29,23013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,062,755$60.7M+75,605Timeline
FRANKLIN RESOURCES INCin group Franklin Resources1,051,214$60M0.01%-435,06513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,021,923$58.4M0.08%+14,72913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding990,131$56.5M+66,067Timeline
Steward Partners Investment Advisory, L…984,069$56.2M0.32%+45,58113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp959,783$54.8M1.03%+3,61613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.953,040$54.4M0.09%-430,23413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management823,606$47M0.56%-4,90813F-HRTimelineGroup
Traynor Capital Management, Inc.800,395$45.7M2.62%+140,71713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding793,918$45.3M-68,238Timeline
Sanctuary Advisors, LLC771,913$44.1M0.25%+29,77313F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding769,664$43.9M+98,190Timeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC748,804$42.8M7.48%+12,34713F-HRTimelineGroup
HUB Investment Partners, LLC736,317$42M1.55%+48,00213F-HRTimeline
PINNACLE ASSOCIATES LTD694,836$39.7M0.53%+11,06113F-HRTimeline
Kathmere Capital Management, LLC687,999$39.3M2.79%+27,48313F-HRTimeline
Hilton Capital Management, LLC686,940$39.2M3.17%-47,88413F-HRTimeline
SYNOVUS FINANCIAL CORP686,623$39.2M0.45%+36,34813F-HRTimeline
NOTTINGHAM ADVISORS, INC.680,727$38.9M5.4%+60,49413F-HRTimeline
OAKWORTH CAPITAL, INC.667,969$38.1M2.2%+15,48013F-HRTimeline
&PARTNERS661,301$37.7M0.24%-72,95713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…644,068$36.8M0.47%+30,57213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC640,806$36.6M0.22%-6,92813F-HR/ATimelineGroup
NewEdge Advisors, LLC632,388$36.1M0.16%+81,25213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC620,587$35.4M0.58%+60,30313F-HRTimelineGroup
Capital Investment Advisors, LLC620,553$35.4M0.58%-1,74713F-HRTimeline
Coastal Bridge Advisors, LLC617,926$35.3M2.68%-12,35213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION563,906$32.2M2.75%+35,29813F-HRTimeline
Prospera Financial Services Inc540,359$30.9M0.53%-3,33613F-HRTimeline
J.W. COLE ADVISORS, INC.528,538$30.2M0.58%+6,08413F-HRTimeline
CORNERSTONE ENTERPRISES, LLC521,181$29.8M14.63%+22,49913F-HRTimeline
MAI Capital Management511,503$29.2M0.18%+72,75913F-HRTimeline
RATIONAL ADVISORS, INC.507,268$29M2.88%-7,02413F-HRTimeline
Teamwork Financial Advisors, LLC490,348$28M3.05%-417,59113F-HRTimeline
Horizon Advisory Services, Inc.483,273$27.6M14.12%+9,29113F-HRTimeline
HBW ADVISORY SERVICES LLC481,341$27.5M3.09%-43,03413F-HRTimeline
Bouchey Financial Group, Ltd.474,016$27.1M2.09%+10,99713F-HRTimeline
Sterling Investment Counsel, LLC468,402$26.7M8.57%+255,57213F-HRTimeline
Aptus Capital Advisors, LLC467,845$26.7M0.24%-45,60813F-HRTimeline
BOKF, NAin group BOKF, NA462,780$26.4M0.4%+17,60513F-HRTimelineGroup
Orion Porfolio Solutions, LLC453,512$25.9M0.2%+50,53013F-HRTimeline
Mariner, LLCin group Mariner, LLC448,594$25.6M0.03%+26,48913F-HRTimelineGroup
Beacon Pointe Advisors, LLC446,312$25.5M0.22%+16,32913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV440,028$25.1M0.04%+174,40813F-HRTimeline
Cooper Financial Group423,502$24.2M2.68%+15,88813F-HRTimeline
Integrated Wealth Concepts LLC422,988$24.2M0.22%-2,14113F-HRTimeline
DAVENPORT & Co LLC421,087$24M0.13%+30,36013F-HRTimeline
Wagner Wealth Management, LLC417,763$23.9M5.54%+5,96613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co415,000$23.7M1.46%013F-HRTimeline
Midwest Trust Co413,805$23.6M0.31%+8,91113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC406,346$23.2M3.97%+29,37413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC394,940$22.6M0.09%+106,35913F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…391,412$22.3M1.68%+3,64613F-HRTimeline
Avantax Planning Partners, Inc.388,750$22.2M0.64%+29,32513F-HRTimeline
Melia Wealth LLC384,852$22M9.62%-260,38913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC375,301$21.4M0.01%+55,78913F-HRTimelineGroup
TigerOak Management, L.L.C.374,911$21.4M6.64%+3,16413F-HRTimeline
Rezny Wealth Management, Inc.370,384$21.1M4.41%+91,76713F-HRTimeline
COMERICA BANK366,283$20.9M0.08%-3,41013F-HRTimeline
SK Wealth Management, LLC366,601$20.8M7.76%-12,28013F-HRTimeline
Kingsview Wealth Management, LLC356,984$20.4M0.31%+35813F-HRTimeline
Beacon Financial Advisory LLC355,181$20.3M4.7%+7,58813F-HRTimeline
Waverly Advisors, LLC349,532$20M0.2%-29,32313F-HRTimeline
Global Wealth Management Investment Adv…344,672$19.7M3.3%+12,95813F-HRTimeline
WNY Asset Management, LLC341,189$19.5M1.88%-212,89013F-HRTimeline
Curran Financial Partners, LLC340,270$19.4M3.84%+37,85413F-HRTimeline
Apella Capital, LLC338,382$19.1M0.43%+254,52113F-HRTimeline
PATTEN & PATTEN INC/TN332,449$19M1.12%-61,98313F-HRTimeline
ROTHSCHILD INVESTMENT LLC330,155$18.9M1.06%-41013F-HRTimeline
Bernardo Wealth Planning LLC329,739$18.8M3.69%+164,56513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS326,379$18.6M0.04%+66,59013F-HRTimeline
Chicago Partners Investment Group LLC320,756$18.4M0.48%+25,44213F-HRTimeline
Steele Capital Management, Inc.317,733$18.1M0.8%-12,58713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC317,292$18.1M1.12%-19,57413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding316,515$18.1M+1,669Timeline
Integrated Advisors Network LLC313,164$17.9M0.75%+31,26813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…310,706$17.7M0.36%+2,00813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …308,187$17.6M0.21%+29,40313F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…306,886$17.5M5.52%+15,53213F-HRTimeline
Tradition Wealth Management, LLC304,484$17.4M1.29%+7,24313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV300,044$17.1M3.01%+3,29913F-HRTimeline
FAGAN ASSOCIATES, INC.296,441$16.9M2.34%+5,55513F-HRTimeline
Advisory Services Network, LLC287,900$16.4M0.24%-2,44713F-HRTimeline
PFG Advisors287,054$16.4M0.67%-4,65513F-HRTimeline
CHOREO, LLC286,245$16.3M0.21%+92,43613F-HRTimeline
Mountain Capital Investment Advisors In…285,040$16.2M2.85%+51,73213F-HRTimeline
Rooted Wealth Advisors, Inc.280,323$16M4.87%+16,18413F-HRTimeline
SFMG, LLC273,949$15.6M1.08%+13,49213F-HRTimeline
Creative Planningin group Creative Planning270,127$15.4M0.01%+21,59013F-HRTimelineGroup
Cascade Wealth Advisors, Inc268,627$15.2M7.5%+14,89913F-HRTimeline
AdvisorNet Financial, Inc265,883$15.2M0.86%+19,39113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.265,724$15.2M2.31%+4,75413F-HRTimeline
1 NORTH WEALTH SERVICES LLC264,088$15.1M6.18%+54113F-HRTimeline
Eaton Financial Holdings Company, LLC263,668$15.1M4.24%+11,06913F-HRTimeline
Apexium Financial, LP263,643$15.1M0.73%+24,45313F-HRTimeline
Magnus Financial Group LLC263,284$15M1.19%+44513F-HRTimeline
Mechanics Bank Trust Department262,353$15M2.1%-34,58813F-HRTimeline
St. Clair Advisors, LLC261,990$15M3.97%-34,97713F-HRTimeline
APPLETON PARTNERS INC/MA261,858$15M1%+1,41813F-HRTimeline
MGO ONE SEVEN LLC261,031$14.9M0.34%-63,05913F-HRTimeline
Centurion Wealth Management LLC260,736$14.9M3.4%+12,83513F-HRTimeline
Trinity Legacy Partners, LLC261,306$14.9M3.42%+4,19413F-HRTimeline
Columbus Macro, LLC254,301$14.5M1.65%+29,93313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…249,104$14.2M0.13%+242,66413F-HRTimelineGroup
Signature Wealth Management Partners, L…247,841$14.2M7.41%+10,21813F-HRTimeline
SBI Securities Co., Ltd.246,909$14.1M0.36%+6,94513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC245,686$14M2.99%+6,38113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC241,275$13.8M0.1%-61713F-HRTimelineGroup
Allen Capital Group, LLC241,267$13.8M1.32%-13,03013F-HRTimeline
IMC-Chicago, LLC240,775$13.7M0.24%new13F-HRTimeline
Legacy Edge Advisors, LLC239,153$13.7M1.61%+24,69713F-HRTimeline
Curtis Advisory Group, LLC237,265$13.5M3.07%+2,10813F-HRTimeline
HARBOUR INVESTMENTS, INC.235,745$13.5M0.31%+42,96213F-HRTimeline
Dynamic Advisor Solutions LLC233,536$13.3M0.39%-9,99513F-HRTimeline
Requisite Capital Management, LLC233,361$13.3M2.24%+5,85813F-HRTimeline
Prentice Wealth Management LLC233,215$13.3M3.28%+5,81613F-HRTimeline
D.A. DAVIDSON & CO.230,664$13.2M0.08%+22,30113F-HRTimeline
BLAIR WILLIAM & CO/IL229,983$13.1M0.03%+17,28413F-HRTimeline
Fermata Advisors, LLC229,595$13.1M3.32%+12,69913F-HRTimeline
Summit Financial, LLC227,244$13M0.2%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC226,257$12.9M0.32%+11,08313F-HRTimelineGroup
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA223,698$12.8M1.73%+8,05713F-HRTimelineGroup
Pinnacle Financial Partners Inc218,414$12.5M0.3%-4,20513F-HRTimeline
Cresset Asset Management, LLC216,281$12.3M0.05%-70,07413F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…214,637$12.3M1.45%+15,18613F-HRTimeline
COURIER CAPITAL LLC212,913$12.2M0.7%+3,40413F-HRTimeline
World Investment Advisors210,238$12M0.25%+9,97613F-HRTimeline
Larson Financial Group LLC209,376$12M0.42%+19,71713F-HRTimeline
Financial Futures Ltd Liability Co.209,323$12M5.81%+4,74113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC208,259$11.9M0.78%-30,71613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…204,163$11.6M0.93%013F-HRTimeline
Prime Capital Investment Advisors, LLC200,323$11.4M0.14%-31,04513F-HRTimeline
Cassia Capital Partners, LLC199,279$11.4M6.21%+2,10913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC198,773$11.3M0.02%+11,67813F-HRTimelineGroup
Wealthfront Advisers LLC198,467$11.3M0.03%+19,13313F-HRTimeline
Sandbox Financial Partners, LLC198,398$11.3M3.24%-8,25013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY197,083$11.3M8.42%+24,61813F-HRTimeline
Visionary Wealth Advisors196,297$11.2M0.52%-11,29313F-HRTimeline
IVC Wealth Advisors LLC194,071$11.1M4.95%+6,69513F-HRTimeline
Argent Trust Co192,577$11M0.39%-25,29113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC192,565$11M0.09%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC192,361$11M0.32%+5,04513F-HRTimelineGroup
Financial Guidance Group, Inc.191,414$10.9M4.9%-1,64113F-HRTimeline
Sigma Planning Corp190,072$10.9M0.31%-14,88213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC189,644$10.8M3.08%-3,34013F-HRTimeline
Geneos Wealth Management Inc.187,738$10.7M0.27%-98,07813F-HRTimeline
Cambridge Advisors Inc.187,501$10.7M2.09%+15,19513F-HRTimeline
WEDBUSH SECURITIES INC186,056$10.6M0.35%-25,43913F-HRTimeline
POWER WEALTH MANAGEMENT LLC185,842$10.6M3.86%+12,47513F-HRTimeline
F/m Investments LLC183,345$10.5M0.4%-16,55013F-HRTimeline
Ergawealth Advisors, Inc.183,106$10.5M4.87%-84,84313F-HRTimeline
CENTRAL TRUST Co181,485$10.4M0.22%+17,30113F-HRTimeline
Merit Financial Group, LLC181,275$10.4M0.1%+34513F-HR/ATimeline
High Net Worth Advisory Group LLC179,355$10.2M2.46%-5,73713F-HRTimeline
Resonant Capital Advisors, LLC178,656$10.2M0.59%+14,94513F-HRTimeline
AE Wealth Management LLC178,413$10.2M0.06%+13,03013F-HRTimeline
CVA Family Office, LLC177,644$10.1M1.31%-22,56513F-HRTimeline
Community Bank, N.A.177,255$10.1M1.22%+1,38813F-HRTimeline
NWF Advisory Services Inc.177,124$10.1M1.11%-35,26813F-HRTimeline
Mayfair Advisory Group, LLC175,221$10M4.29%-13,35613F-HRTimeline
Bleakley Financial Group, LLC174,302$9.95M0.23%+1,59713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…172,301$9.84M1.73%+9,74413F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.170,806$9.75M7.15%-1,27413F-HRTimeline