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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,373 managers (1,391 13F filers) reported a position in JEPI shares at 2025-12-31, 316,534,976 shares in all. 93 filers opened a position and 83 filers sold out during the quarter.

Managers
1,373
13F filers
1,391
New
93
Added
589
Reduced
494
Sold out
83
Shares held by filers
316,534,976

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY47,234,309$2.7B0.16%+261,87213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,820,375$1.82B0.13%-1,125,18513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,812,996$962M0.19%-164,89013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,038,918$575M+428,760Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,099,270$464M0.14%+825,88913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,916,784$453M0.08%-150,53613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding7,180,657$411M-387,843Timeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors7,089,908$406M17.38%+51,19013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,726,913$328M0.02%-2,488,91213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,694,209$326M0.48%-731,20713F-HRTimelineGroup
Cetera Investment Advisers5,530,763$317M0.35%+370,33013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,255,018$244M0.32%-501,05913F-HRTimeline
LPL Financial LLC4,175,885$239M0.07%-71,68313F-HRTimeline
RiverFront Investment Group, LLC3,804,642$218M3.59%+737,04313F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding3,127,388$179M-101,361Timeline
MML INVESTORS SERVICES, LLC3,063,422$175M0.43%+230,26413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,003,765$172M0.11%+72,42713F-HR/ATimelineGroup
HighTower Advisors, LLC2,881,623$165M0.18%-264,42713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,829,128$162M0.15%-153,81813F-HRTimelineGroup
Janney Montgomery Scott LLC2,692,604$154M0.35%+36,10613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,661,338$152M+100,436Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,524,737$145M0.09%+497,41013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,135,264$122M0.02%+143,18313F-HRTimelineGroup
Confluence Wealth Services, Inc.2,114,467$121M5.01%+152,93213F-HRTimeline
Cornerstone Advisory, LLC1,961,971$112M10.71%-64,33113F-HRTimeline
Cambridge Investment Research Advisors,…1,893,752$108M0.29%-139,77913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,853,767$106M0.73%+1,801,95113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,754,995$100M0.18%+175,32213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,653,081$94.6M0.26%-294,00513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,650,864$94.5M0.05%+191,24013F-HRTimelineGroup
FAS Wealth Partners, Inc.1,552,845$88.9M5.75%+18,31513F-HRTimeline
Enstar Group LTDin group Enstar Group LTD1,539,025$88.1M34.07%013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,511,059$86.5M3.26%+17,77813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,373,826$79.6M0.11%-138,54013F-HRTimeline
Hamilton Capital, LLC1,344,223$76.9M3.85%13F-HRTimeline
Clearstead Advisors, LLC1,300,626$74.5M0.94%-62,89313F-HRTimeline
Prosperity Consulting Group, LLC1,279,949$73.3M3.3%+145,61713F-HRTimeline
Allworth Financial LP1,226,749$70.2M0.29%+58,10513F-HRTimeline
CAPITAL ADVISORS INC/OK1,105,887$63.3M1.02%+32,01613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,017,292$58.2M1.09%+57,50913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,013,656$58.1M+23,525Timeline
Steward Partners Investment Advisory, L…1,009,369$57.8M0.32%+25,30013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,009,325$57.8M0.09%+56,28513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources997,647$57.1M0.01%-53,56713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding960,719$55M-102,036Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP959,489$54.9M0.07%-62,43413F-HRTimelineGroup
Traynor Capital Management, Inc.937,037$53.6M2.96%+136,64213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …928,030$53.1M0.4%13F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management859,926$49.2M0.56%+36,32013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC848,015$48.5M0.06%+778,21513F-HRTimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC765,683$43.8M6.76%+16,87913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding757,884$43.4M-36,034Timeline
SHP Wealth Management749,160$42.9M3.34%13F-HRTimeline
Kathmere Capital Management, LLC732,375$41.9M2.83%+44,37613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…727,039$41.6M0.36%+477,93513F-HRTimelineGroup
HUB Investment Partners, LLC725,240$41.5M1.13%-11,07713F-HRTimeline
OAKWORTH CAPITAL, INC.713,164$40.8M2.23%+45,19513F-HRTimeline
NewEdge Advisors, LLC681,503$39M0.14%+49,11513F-HRTimeline
PINNACLE ASSOCIATES LTD681,262$39M0.5%-13,57413F-HRTimeline
NOTTINGHAM ADVISORS, INC.671,914$38.5M5.36%-8,81313F-HRTimeline
MAI Capital Management647,439$37.1M0.21%+135,93613F-HRTimeline
&PARTNERS642,316$36.8M0.19%-18,98513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…619,861$35.5M0.44%-24,20713F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION605,468$34.7M2.85%+41,56213F-HRTimeline
Coastal Bridge Advisors, LLC604,267$34.6M2.59%-13,65913F-HRTimeline
Capital Investment Advisors, LLC595,634$34.1M0.52%-24,91913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV544,117$32M0.05%+104,08913F-HRTimeline
CORNERSTONE ENTERPRISES, LLC542,919$31.1M14.87%+21,73813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC526,834$30.2M0.47%-93,75313F-HRTimelineGroup
Bouchey Financial Group, Ltd.517,009$29.7M2.22%+42,99313F-HRTimeline
Sanctuary Advisors, LLC503,929$28.8M0.16%-267,98413F-HRTimeline
Mariner, LLCin group Mariner, LLC497,524$28.5M0.03%+48,93013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding495,748$28.4M-273,916Timeline
BOKF, NAin group BOKF, NA487,439$27.9M0.43%+24,65913F-HRTimelineGroup
Horizon Advisory Services, Inc.486,233$27.8M14.08%+2,96013F-HRTimeline
Sterling Investment Counsel, LLC486,101$27.8M7.97%+17,69913F-HRTimeline
RATIONAL ADVISORS, INC.479,454$27.4M2.81%-27,81413F-HRTimeline
Beacon Pointe Advisors, LLC475,841$27.2M0.19%+29,52913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC469,991$26.9M0.04%+271,21813F-HRTimelineGroup
Aptus Capital Advisors, LLC466,040$26.7M0.23%-1,80513F-HRTimeline
HBW ADVISORY SERVICES LLC460,502$26.4M2.86%-20,83913F-HRTimeline
Prospera Financial Services Inc455,076$26.1M0.43%-85,28313F-HRTimeline
DAVENPORT & Co LLC450,908$25.8M0.14%+29,82113F-HRTimeline
Wagner Wealth Management, LLC449,273$25.7M5.47%+31,51013F-HRTimeline
Cooper Financial Group434,906$24.9M2.65%+11,40413F-HRTimeline
Midwest Trust Co433,278$24.8M0.31%+19,47313F-HRTimeline
Orion Porfolio Solutions, LLC429,250$24.6M0.18%-24,26213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC419,400$24M0.02%+44,09913F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co415,000$23.8M1.56%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC412,277$23.6M3.93%+5,93113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC403,182$23M0.09%+8,24213F-HRTimelineGroup
Melia Wealth LLC390,963$22.4M10.34%+6,11113F-HRTimeline
Avantax Planning Partners, Inc.385,563$22.1M0.62%-3,18713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding379,884$21.9M+156,186Timeline
Pinnacle Wealth Management Advisory Gro…381,952$21.9M1.5%-9,46013F-HRTimeline
TigerOak Management, L.L.C.378,364$21.7M6.61%+3,45313F-HRTimeline
Global Wealth Management Investment Adv…371,626$21.3M3.41%+26,95413F-HRTimeline
Chicago Partners Investment Group LLC362,648$21.2M0.52%+41,89213F-HRTimeline
Curran Financial Partners, LLC369,666$21.2M4.02%+29,39613F-HRTimeline
Rezny Wealth Management, Inc.364,538$20.9M4.21%-5,84613F-HRTimeline
Beacon Financial Advisory LLC357,391$20.5M4.74%+2,21013F-HRTimeline
Waverly Advisors, LLC352,499$20.2M0.16%+2,96713F-HRTimeline
J.W. COLE ADVISORS, INC.506,956$20.1M0.49%-21,58213F-HRTimeline
Integrated Wealth Concepts LLC350,470$20.1M0.24%-72,51813F-HRTimeline
COMERICA BANK350,361$20.1M0.08%-15,92213F-HRTimeline
Apella Capital, LLC347,881$19.9M0.39%+9,49913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS345,163$19.8M0.04%+18,78413F-HRTimeline
Farther Finance Advisors, LLC337,987$19.3M0.21%+283,38913F-HRTimeline
ROTHSCHILD INVESTMENT LLC333,933$19.1M1.05%+3,77813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding328,284$18.8M+11,769Timeline
Bernardo Wealth Planning LLC324,218$18.6M3.54%-5,52113F-HRTimeline
EP Wealth Advisors, LLC322,969$18.5M0.1%13F-HRTimeline
Mountain Capital Investment Advisors In…300,208$17.6M2.84%+15,16813F-HRTimeline
Steele Capital Management, Inc.304,966$17.6M0.75%-12,76713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …305,581$17.5M0.25%-2,60613F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…303,646$17.4M5.44%-3,24013F-HRTimeline
PATTEN & PATTEN INC/TN302,698$17.3M1.02%-29,75113F-HRTimeline
Americana Partners, LLC302,296$17.3M0.48%+274,62013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC299,297$17.1M1.01%-17,99513F-HRTimeline
SageGuard Financial Group, LLC298,448$17.1M2.72%13F-HRTimeline
SFMG, LLC295,839$16.9M1.14%+21,89013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV294,570$16.9M3.07%-5,47413F-HRTimeline
MGO ONE SEVEN LLC294,095$16.8M0.34%+33,06413F-HRTimeline
CHOREO, LLC287,937$16.7M0.21%+1,69213F-HRTimeline
Tenzing Financial LLC291,052$16.7M13.52%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.289,257$16.6M2.34%+23,53313F-HRTimeline
Advisory Services Network, LLC287,416$16.5M0.23%-48413F-HRTimeline
AdvisorNet Financial, Inc285,063$16.3M0.87%+19,18013F-HRTimeline
1 NORTH WEALTH SERVICES LLC284,292$16.3M5.73%+20,20413F-HRTimeline
Cresset Asset Management, LLC281,931$16.3M0.07%+65,65013F-HRTimeline
FAGAN ASSOCIATES, INC.281,575$16.1M2.15%-14,86613F-HRTimeline
Columbus Macro, LLC279,378$16M1.75%+25,07713F-HRTimeline
Tradition Wealth Management, LLC269,489$15.4M1.11%-34,99513F-HRTimeline
Eaton Financial Holdings Company, LLC269,304$15.4M4.14%+5,63613F-HRTimeline
Centurion Wealth Management LLC267,487$15.3M3.36%+6,75113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…266,092$15.2M0.09%+224,21213F-HRTimelineGroup
St. Clair Advisors, LLC264,308$15.1M3.9%+2,31813F-HRTimeline
APPLETON PARTNERS INC/MA263,716$15.1M0.99%+1,85813F-HRTimeline
Legacy Edge Advisors, LLC259,111$14.8M1.62%+19,95813F-HRTimeline
Mechanics Bank Trust Department258,573$14.8M1.94%-3,78013F-HRTimeline
D.A. DAVIDSON & CO.257,089$14.7M0.09%+26,42513F-HRTimeline
Magnus Financial Group LLC255,351$14.6M1.12%-7,93313F-HRTimeline
Requisite Capital Management, LLC253,178$14.6M2.77%+19,81713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC254,817$14.6M0.08%-385,98913F-HRTimelineGroup
Prentice Wealth Management LLC251,348$14.4M3.29%+18,13313F-HRTimeline
SBI Securities Co., Ltd.250,497$14.3M0.37%+3,58813F-HRTimeline
Curtis Advisory Group, LLC247,968$14.2M2.98%+10,70313F-HRTimeline
Signature Wealth Management Partners, L…247,694$14.2M7.01%-14713F-HRTimeline
AE Wealth Management LLC243,732$14M0.08%+65,31913F-HRTimeline
HARBOUR INVESTMENTS, INC.240,550$13.8M0.28%+4,80513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC239,958$13.7M0.11%-1,31713F-HRTimelineGroup
Allen Capital Group, LLC238,173$13.6M1.25%-3,09413F-HRTimeline
BLAIR WILLIAM & CO/IL237,203$13.6M0.04%+7,22013F-HRTimeline
World Investment Advisors236,597$13.5M0.22%+26,35913F-HR/ATimeline
Trinity Legacy Partners, LLC235,441$13.5M3.09%-25,86513F-HRTimeline
Mosley Wealth Management235,850$13.4M6.14%13F-HRTimeline
Kingsview Wealth Management, LLC233,880$13.4M0.19%-123,10413F-HRTimeline
Creative Planningin group Creative Planning232,715$13.3M0.01%-37,41213F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC232,715$13.3M0.64%+75,22413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY230,243$13.3M9.06%+33,16013F-HRTimeline
Rooted Wealth Advisors, Inc.226,439$13.3M3.73%-53,88413F-HRTimeline
Fermata Advisors, LLC230,629$13.2M3.17%+1,03413F-HRTimeline
UMB Bank, n.a.227,667$13M0.17%+226,86713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisory Services, L…225,716$12.9M0.91%+55,61013F-HRTimeline
Everest Financial Group LLC224,772$12.9M2.88%13F-HRTimeline
Larson Financial Group LLC224,486$12.8M0.43%+15,11013F-HRTimeline
Financial Guidance Group, Inc.221,157$12.7M5.18%+29,74313F-HRTimeline
COURIER CAPITAL LLC219,148$12.5M0.7%+6,23513F-HRTimeline
Geneos Wealth Management Inc.218,305$12.5M0.31%+30,56713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC215,423$12.3M0.3%-10,83413F-HRTimelineGroup
Financial Futures Ltd Liability Co.215,201$12.3M5.71%+5,87813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…214,699$12.3M1.47%+6213F-HRTimeline
Prota Financial, LLC210,254$12M8.67%13F-HRTimeline
Cassia Capital Partners, LLC205,842$11.8M6.38%+6,56313F-HRTimeline
Wealthfront Advisers LLC204,290$11.7M0.03%+5,82313F-HRTimeline
IVC Wealth Advisors LLC202,838$11.6M5.05%+8,76713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC202,781$11.6M0.73%-5,47813F-HRTimeline
Indivisible Partners200,013$11.4M1.24%13F-HRTimeline
Sandbox Financial Partners, LLC197,674$11.3M3.13%-72413F-HRTimeline
Blue Water Asset Management197,446$11.3M4.06%13F-HRTimeline
Foguth Wealth Management, LLC.197,028$11.3M1.75%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…195,162$11.3M0.02%+30,62113F-HRTimelineGroup
Summit Financial, LLC193,898$11.2M0.16%-33,34613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp195,286$11.2M1.11%new13F-HRTimelineGroup
John A. Wolfe & Associates, Inc.194,526$11.1M6.01%13F-HRTimeline
Visionary Wealth Advisors192,669$11M0.5%-3,62813F-HRTimeline
POWER WEALTH MANAGEMENT LLC189,100$10.8M3.81%+3,25813F-HRTimeline
Wealthspire Retirement, LLC188,437$10.8M0.66%+18,26813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…188,309$10.8M0.74%-15,85413F-HRTimeline
Prime Capital Investment Advisors, LLC188,249$10.8M0.13%-12,07413F-HRTimeline
Hilton Capital Management, LLC188,065$10.8M0.81%-498,87513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187,902$10.8M0.3%-4,45913F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC186,728$10.7M0.24%+43,74713F-HRTimeline
Integrated Advisors Network LLC186,483$10.7M0.47%-126,68113F-HRTimeline
MTM FINANCIAL GROUP, LLC185,748$10.6M5.08%+25,17413F-HRTimeline
Argent Trust Co185,619$10.6M0.36%-6,95813F-HRTimeline
Resonant Capital Advisors, LLC183,602$10.6M0.58%+4,94613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK184,328$10.6M1.4%+17,88713F-HRTimelineGroup
FIDUCIARY FAMILY OFFICE, LLC184,325$10.6M3.03%-5,31913F-HRTimeline
WEDBUSH SECURITIES INC183,284$10.5M0.31%-2,77213F-HRTimeline