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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

1,398 managers (1,416 13F filers) reported a position in JEPI shares at 2026-03-31, 333,259,013 shares in all. 112 filers opened a position and 85 filers sold out during the quarter.

Managers
1,398
13F filers
1,416
New
112
Added
727
Reduced
444
Sold out
85
Shares held by filers
333,259,013

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY47,488,354$2.69B0.16%+254,04513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,997,664$1.76B0.13%-822,71113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,357,007$927M0.18%-455,98913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,272,620$683M0.05%+6,545,70713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,251,029$638M+1,212,111Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,554,441$485M0.15%+455,17113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,366,269$474M0.09%+449,48513F-HRTimelineGroup
LPL Financial LLC7,224,145$409M0.11%+3,048,26013F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors6,910,894$392M17.14%-179,01413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,782,307$384M-398,350Timeline
Cetera Investment Advisers6,083,774$345M0.37%+553,01113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,419,221$307M0.45%-274,98813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,364,248$247M0.35%+109,23013F-HRTimeline
RiverFront Investment Group, LLC4,208,706$239M3.69%+404,06413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,042,219$169M0.08%+517,48213F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,948,363$167M0.23%13F-HRTimelineGroup
HighTower Advisors, LLC2,921,309$166M0.18%+39,68613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,821,484$160M0.15%-7,64413F-HRTimelineGroup
Janney Montgomery Scott LLC2,800,288$159M0.39%+107,68413F-HRTimeline
MML INVESTORS SERVICES, LLC2,741,652$155M0.43%-321,77013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,639,710$150M0.09%-364,05513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding2,510,569$142M-150,769Timeline
Confluence Wealth Services, Inc.2,356,270$134M5.18%+241,80313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,144,440$116M0.75%+290,67313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,050,260$116M0.02%-85,00413F-HRTimelineGroup
Cornerstone Advisory, LLC2,030,560$115M10.9%+68,58913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,929,732$109M0.06%+278,86813F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,778,164$101M0.26%-115,58813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,713,220$97.1M0.17%-41,77513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,576,054$89.3M3.6%+64,99513F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,543,963$87.5M1.41%+438,07613F-HRTimeline
Enstar Group LTDin group Enstar Group LTD1,539,025$87.2M40.13%013F-HRTimelineGroup
FAS Wealth Partners, Inc.1,530,376$86.7M5.4%-22,46913F-HRTimeline
Hamilton Capital, LLC1,419,817$80.5M4.17%+75,59413F-HRTimeline
Prosperity Consulting Group, LLC1,370,824$77.7M3.46%+90,87513F-HRTimeline
CWM, LLCin group CWM, LLC1,369,852$77.6M0.2%-283,22913F-HRTimelineGroup
Allworth Financial LP1,293,806$73.3M0.3%+67,05713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,279,991$72.5M1.39%+262,69913F-HRTimelineGroup
Clearstead Advisors, LLC1,235,426$70M0.64%-65,20013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,218,061$69.1M+204,405Timeline
Steward Partners Investment Advisory, L…1,038,077$58.8M0.3%+28,70813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,009,119$57.2M+48,400Timeline
FRANKLIN RESOURCES INCin group Franklin Resources1,007,668$57.1M0.01%+10,02113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP994,375$56.4M0.08%+34,88613F-HRTimelineGroup
Traynor Capital Management, Inc.993,025$55.3M3.29%+55,98813F-HRTimeline
SHP Wealth Management941,864$53.4M4.03%+192,70413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …925,552$52.5M0.4%-2,47813F-HRTimelineGroup
Foguth Wealth Management, LLC.919,518$51.5M6.01%+722,49013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management902,434$51.1M0.58%+42,50813F-HRTimelineGroup
HUB Investment Partners, LLC836,279$47.4M1.16%+111,03913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding821,036$46.5M+63,152Timeline
NOTTINGHAM ADVISORS, INC.816,880$46.3M5.96%+144,96613F-HRTimeline
NewEdge Advisors, LLC778,360$44.1M0.16%+96,85713F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…769,455$43.4M0.1%-604,37113F-HRTimeline
Kathmere Capital Management, LLC755,967$42.8M2.66%+23,59213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.729,907$41.4M0.06%-279,41813F-HRTimelineGroup
OAKWORTH CAPITAL, INC.726,571$41.2M2.18%+13,40713F-HRTimeline
PINNACLE ASSOCIATES LTD717,528$40.7M0.52%+36,26613F-HRTimeline
Beacon Pointe Advisors, LLC709,422$40.2M0.21%+233,58113F-HRTimeline
MAI Capital Management684,459$38.8M0.22%+37,02013F-HRTimeline
&PARTNERS659,626$37.3M0.18%+17,31013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC646,487$36.6M5.33%-119,19613F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION636,728$36.1M2.91%+31,26013F-HRTimeline
Mariner, LLCin group Mariner, LLC609,009$34.5M0.04%+111,48513F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…608,099$34.5M0.43%-11,76213F-HRTimelineGroup
Arkadios Wealth Advisors606,352$34.4M0.57%+482,64013F-HRTimeline
Coastal Bridge Advisors, LLC596,392$33.8M2.39%-7,87513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC547,521$31M0.04%+77,53013F-HRTimelineGroup
Waverly Advisors, LLC544,854$30.9M0.23%+192,35513F-HRTimeline
Capital Investment Advisors, LLC541,224$30.7M0.45%-54,41013F-HR/ATimeline
Bouchey Financial Group, Ltd.529,383$30.6M2.24%+12,37413F-HRTimeline
Integrated Wealth Concepts LLC534,301$30.3M0.24%+183,83113F-HRTimeline
RATIONAL ADVISORS, INC.534,014$30.3M3.09%+54,56013F-HRTimeline
CORNERSTONE ENTERPRISES, LLC533,898$30.3M15.05%-9,02113F-HRTimeline
Sterling Investment Counsel, LLC532,358$30.2M8.46%+46,25713F-HRTimeline
J.W. COLE ADVISORS, INC.524,978$29.8M1%+18,02213F-HRTimeline
BOKF, NAin group BOKF, NA502,821$28.5M0.44%+15,38213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC500,267$28.4M0.33%+312,01813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding497,356$28.2M+342,786Timeline
Horizon Advisory Services, Inc.495,128$28.1M14.38%+8,89513F-HRTimeline
Sanctuary Advisors, LLC485,575$27.5M0.15%-18,35413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC475,324$26.9M0.02%+55,92413F-HRTimelineGroup
Midwest Trust Co471,546$26.7M0.33%+38,26813F-HRTimeline
DAVENPORT & Co LLC468,740$26.6M0.15%+17,83213F-HRTimeline
Aptus Capital Advisors, LLC464,690$26.3M0.22%-1,35013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding464,257$26.3M+135,973Timeline
Wagner Wealth Management, LLC464,137$26.3M5.31%+14,86413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC463,452$26.3M0.1%+60,27013F-HRTimelineGroup
Prospera Financial Services Inc459,668$26.1M0.42%+4,59213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…456,638$25.9M0.22%-270,40113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC434,984$24.7M0.59%+401,30713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC432,989$24.5M4.11%+20,71213F-HRTimeline
HBW ADVISORY SERVICES LLC432,895$24.5M2.59%-27,60713F-HRTimeline
Vestmark Advisory Solutions, Inc.432,461$24.5M0.27%+393,83713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding419,118$23.8M-76,630Timeline
FUKOKU MUTUAL LIFE INSURANCE Co415,000$23.5M1.54%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…411,924$23.3M1.6%+29,97213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC411,371$23.3M0.34%-115,46313F-HRTimelineGroup
Curran Financial Partners, LLC405,584$23M4.12%+35,91813F-HRTimeline
Melia Wealth LLC403,016$22.8M11.06%+12,05313F-HRTimeline
Avantax Planning Partners, Inc.395,348$22.4M0.62%+9,78513F-HRTimeline
CHOREO, LLC394,348$22.4M0.27%+106,41113F-HRTimeline
Hilton Capital Management, LLC391,397$22.2M1.68%+203,33213F-HRTimeline
Apella Capital, LLC382,573$22.1M0.33%+34,69213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS387,231$21.9M0.04%+42,06813F-HRTimeline
Global Wealth Management Investment Adv…386,821$21.9M3.43%+15,19513F-HRTimeline
TigerOak Management, L.L.C.382,964$21.7M6.84%+4,60013F-HRTimeline
Chicago Partners Investment Group LLC372,946$21.4M0.48%+10,29813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding374,005$21M-5,879Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…355,888$20.2M0.37%+262,44213F-HRTimelineGroup
Beacon Financial Advisory LLC352,954$20M4.52%-4,43713F-HRTimeline
Rezny Wealth Management, Inc.364,538$20M4.3%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC349,632$19.8M1.04%+15,69913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV345,824$19.6M0.03%-198,29313F-HRTimeline
Cooper Financial Group341,419$19.4M1.96%-93,48713F-HRTimeline
EP Wealth Advisors, LLC322,187$18.3M0.09%-78213F-HRTimeline
AdvisorNet Financial, Inc321,993$18.3M0.94%+36,93013F-HRTimeline
Farther Finance Advisors, LLC321,496$18.1M0.17%-16,49113F-HRTimeline
HARBOUR INVESTMENTS, INC.319,062$18.1M0.28%+78,51213F-HRTimeline
Patriot Financial Group Insurance Agenc…314,120$17.8M1%+156,47613F-HRTimeline
Tenzing Financial LLC307,573$17.8M13.36%+16,52113F-HRTimeline
Advisory Services Network, LLC313,710$17.8M0.24%+26,29413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …310,867$17.6M0.21%+5,28613F-HRTimelineGroup
Steele Capital Management, Inc.308,905$17.5M0.73%+3,93913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.305,680$17.3M2.41%+16,42313F-HRTimeline
AE Wealth Management LLC304,732$17.3M0.09%+61,00013F-HRTimeline
Bernardo Wealth Planning LLC304,682$17.3M3.38%-19,53613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC303,191$17.2M1.03%+3,89413F-HRTimeline
Americana Partners, LLC302,286$17.1M0.44%-1013F-HRTimeline
MGO ONE SEVEN LLC294,892$16.7M0.34%+79713F-HRTimeline
Capital Investment Advisory Services, L…294,423$16.7M1.22%+68,70713F-HRTimeline
Columbus Macro, LLC293,638$16.6M1.78%+14,26013F-HRTimeline
Requisite Capital Management, LLC293,013$16.6M3.09%+39,83513F-HRTimeline
Cresset Asset Management, LLC291,033$16.5M0.07%+9,10213F-HRTimeline
Orion Porfolio Solutions, LLC289,836$16.4M0.14%-139,41413F-HRTimeline
1 NORTH WEALTH SERVICES LLC287,459$16.3M5.88%+3,16713F-HRTimeline
SFMG, LLC286,475$16.2M1.11%-9,36413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…285,551$16.2M0.1%+19,45913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL283,646$16.1M0.05%+46,44313F-HRTimeline
Creative Planningin group Creative Planning280,536$15.9M0.01%+47,82113F-HRTimelineGroup
FAGAN ASSOCIATES, INC.280,257$15.9M2.21%-1,31813F-HRTimeline
St. Clair Advisors, LLC279,654$15.9M4.22%+15,34613F-HRTimeline
D.A. DAVIDSON & CO.277,848$15.7M0.1%+20,75913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV277,374$15.7M2.87%-17,19613F-HRTimeline
PATTEN & PATTEN INC/TN276,071$15.6M0.94%-26,62713F-HRTimeline
Mountain Capital Investment Advisors In…273,846$15.6M2.32%-26,36213F-HRTimeline
Everest Financial Group LLC268,497$15.2M2.51%+43,72513F-HRTimeline
Wealthfront Advisers LLC267,421$15.2M0.03%+63,13113F-HRTimeline
Tradition Wealth Management, LLC266,791$15.1M1.08%-2,69813F-HRTimeline
Indivisible Partners266,382$15.1M1.34%+66,36913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…264,277$15M4.76%-39,36913F-HRTimeline
SBI Securities Co., Ltd.259,262$14.7M0.4%+8,76513F-HRTimeline
APPLETON PARTNERS INC/MA258,791$14.7M1.02%-4,92513F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp256,058$14.5M1.46%+60,77213F-HRTimelineGroup
Mechanics Bank Trust Department254,769$14.4M2%-3,80413F-HRTimeline
Private Advisor Group, LLC253,727$14.4M0.07%+149,87313F-HRTimeline
Magnus Financial Group LLC252,099$14.3M1.16%-3,25213F-HRTimeline
World Investment Advisors248,875$14.1M0.23%+12,27813F-HRTimeline
Signature Wealth Management Partners, L…248,062$14.1M7.05%+36813F-HRTimeline
Geneos Wealth Management Inc.247,324$14M0.33%+29,01913F-HRTimeline
Curtis Advisory Group, LLC247,101$14M3.02%-86713F-HRTimeline
Kingsview Wealth Management, LLC245,608$13.9M0.19%+11,72813F-HRTimeline
Allen Capital Group, LLC244,812$13.9M1.25%+6,63913F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY244,288$13.8M8.92%+14,04513F-HRTimeline
Financial Futures Ltd Liability Co.244,082$13.8M6.08%+28,88113F-HRTimeline
Larson Financial Group LLC243,931$13.8M0.44%+19,44513F-HRTimeline
Fermata Advisors, LLC243,761$13.8M3.11%+13,13213F-HRTimeline
Legacy Edge Advisors, LLC243,427$13.8M1.45%-15,68413F-HRTimeline
Prentice Wealth Management LLC241,686$13.7M3.09%-9,66213F-HRTimeline
Trinity Legacy Partners, LLC236,766$13.7M2.97%+1,32513F-HRTimeline
Summit Financial, LLC239,863$13.6M0.17%+45,96513F-HRTimeline
Mosley Wealth Management237,902$13.6M6.15%+2,05213F-HRTimeline
Dynamic Advisor Solutions LLC233,961$13.3M0.42%+82,06913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC229,372$13M0.62%-3,34313F-HRTimeline
Matthew Goff Investment Advisor, LLC252,742$12.8M2.13%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC225,098$12.8M0.3%+9,67513F-HRTimelineGroup
Financial Guidance Group, Inc.224,810$12.7M5.12%+3,65313F-HRTimeline
Community Bank, N.A.224,779$12.7M1.52%+47,52813F-HRTimeline
SageGuard Financial Group, LLC224,230$12.7M1.97%-74,21813F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC221,120$12.5M0.09%-18,83813F-HRTimelineGroup
IVC Wealth Advisors LLC219,531$12.4M5.4%+16,69313F-HRTimeline
UMB Bank, n.a.210,946$12M0.17%-16,72113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC209,100$11.9M0.31%+21,19813F-HRTimelineGroup
MTM FINANCIAL GROUP, LLC208,878$11.8M5.56%+23,13013F-HRTimeline
WEDBUSH SECURITIES INC208,656$11.8M0.34%+25,37213F-HRTimeline
John A. Wolfe & Associates, Inc.207,408$11.8M18.05%+12,88213F-HRTimeline
COURIER CAPITAL LLC203,071$11.5M0.64%-16,07713F-HR/ATimeline
Belpointe Asset Management LLC198,577$11.3M0.41%+33,66813F-HRTimeline
Sandbox Financial Partners, LLC198,207$11.2M3.16%+53313F-HRTimeline
Wealthspire Retirement, LLC196,812$11.2M0.67%+8,37513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC196,208$11.1M0.71%-6,57313F-HRTimeline
Arax Advisory Partners195,869$11.1M0.31%+188,91213F-HRTimeline
MCF Advisors LLC195,134$11.1M0.48%new13F-HRTimeline
POWER WEALTH MANAGEMENT LLC194,262$11M4.1%+5,16213F-HRTimeline
Cassia Capital Partners, LLC190,460$10.8M5.55%-15,38213F-HRTimeline
Argent Trust Co190,070$10.8M0.37%+4,45113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC187,928$10.7M0.24%+1,20013F-HR/ATimeline
ADG Wealth Management Group, LLC186,538$10.6M7.31%+13,52613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK185,290$10.5M1.47%+96213F-HRTimelineGroup
Rooted Wealth Advisors, Inc.181,449$10.5M2.76%-44,99013F-HRTimeline