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Disclosery

JEPI J P MORGAN EXCHANGE TRADED F

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ETF (fund)

Filings received so far for Q3 2026: 75 13F filers report a position in JEPI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Hamilton Capital, LLC1,498,024$84.2M4.73%+39,09813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION754,758$42.4M3.06%+23,65813F-HRTimeline
Cooper Financial Group305,779$17.2M1.37%-56,32913F-HRTimeline
Farther Finance Advisors, LLC302,533$17M0.12%+98,91313F-HRTimeline
Apella Capital, LLC269,510$15.2M0.19%-97,03413F-HRTimeline
EASTERN BANK171,764$9.66M0.15%+1,10813F-HRTimeline
Capital Advisors Wealth Management, LLC131,738$7.41M0.84%+1,85513F-HRTimeline
Investment Partners Asset Management, I…117,538$6.61M3.59%+3,44013F-HRTimeline
Wealth Enhancement Trust Services, Inc.113,139$6.36M0.68%+109,22113F-HRTimeline
Stonebridge Financial Group, LLC95,011$5.34M0.39%-19,86613F-HRTimeline
Integrated Financial Solutions, Inc.89,295$5.02M2.58%+3,05013F-HRTimeline
M.E. ALLISON & CO., INC.76,517$4.3M2.41%+1,03613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC76,338$4.29M0.26%+80313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC65,708$3.69M0.99%-7,48313F-HRTimeline
CHAPIN DAVIS, INC.62,050$3.49M0.67%+2,22113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC61,202$3.43M0.49%+92113F-HRTimeline
Avidian Wealth Enterprises, LLC52,626$2.96M0.08%+8,53913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC50,876$2.86M0.19%-1,63113F-HRTimeline
TrueWealth Advisors, LLC48,917$2.75M0.62%+40213F-HRTimeline
CoreCap Advisors, LLC47,338$2.66M0.08%+2,18313F-HRTimeline
Worth Asset Management, LLC47,293$2.66M0.78%+7,04213F-HRTimeline
Legacy Private Trust Co.46,277$2.6M0.14%-23213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP45,131$2.54M0.18%+17313F-HRTimelineGroup
Whalen Wealth Management Inc.39,414$2.22M0.95%-49,35813F-HRTimeline
Galvin, Gaustad & Stein, LLC37,114$2.09M0.16%-6,54313F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC35,901$2.01M0.82%-33013F-HRTimeline
Post Resch Tallon Group Inc.30,440$1.71M1.17%-3713F-HRTimeline
Sound Income Strategies, LLC29,890$1.69M0.08%-3,66413F-HRTimeline
First Heartland Consultants, Inc.17,301$973K0.06%-97513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,195$967K0.62%-1,98713F-HRTimeline
MRA Advisory Group16,341$919K0.34%+2813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC16,087$904K0.61%-29713F-HRTimeline
Tactive Advisors, LLC15,930$896K0.22%-34713F-HRTimeline
Strong Retirement Solutions LLC14,223$800K0.45%+4,26413F-HRTimeline
Ebert Capital Management Inc.13,938$784K0.68%new13F-HRTimeline
Sprinkle Financial Consultants LLC13,761$774K0.3%new13F-HRTimeline
Venture Visionary Partners LLC12,967$729K0.02%+2,22213F-HRTimeline
Crumly & Associates Inc.12,965$729K0.13%+81013F-HRTimeline
GAMMA Investing LLC11,914$670K0.02%+3,06813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC11,700$658K0.17%-1,19013F-HRTimeline
Taylor & Morgan Wealth Management, LLC10,686$601K0.29%-70413F-HRTimeline
Athena Wealth Management, LLC10,564$594K0.43%-9013F-HRTimeline
PARK NATIONAL CORP /OH/9,429$530K0.01%-89013F-HRTimeline
Private Capital Advisors, Inc.9,292$522K0.05%+20013F-HRTimeline
Castle Rock Wealth Management, LLC9,173$519K0.1%+78113F-HRTimeline
Capital Planning LLC9,170$516K0.14%+3,13013F-HRTimeline
Sincerus Advisory, LLC8,011$450K0.29%+13613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,939$446K0.05%+4,20313F-HRTimeline
Trust Co6,818$383K0.03%-3,88113F-HRTimeline
Balefire, LLC6,507$366K0.06%+14913F-HRTimeline
Sherry Group, Inc.6,390$359K0.34%+2,59013F-HRTimeline
Prota Financial, LLC6,260$350K0.22%+1,27113F-HRTimeline
LifeGoal Investments, LLC5,917$333K0.1%+5713F-HRTimeline
Montz Harcus Wealth Management LLC5,883$331K0.12%+11413F-HRTimeline
BOS Asset Management, LLC5,787$325K0.08%+37913F-HRTimeline
Bank of New Hampshire5,356$301K0.07%-50413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC5,135$289K0.06%013F-HRTimeline
Hiley Hunt Wealth Management4,967$279K0.11%+1,12713F-HRTimeline
Nautilus Advisors LLC4,902$276K0.17%-33013F-HRTimeline
Friday Financial4,558$255K0.05%new13F-HRTimeline
KFA Private Wealth Group, LLC4,451$250K0.06%new13F-HRTimeline
CX Institutional4,350$245K0.01%new13F-HRTimeline
Kaizen Financial Strategies3,870$218K0.09%-60113F-HRTimeline
Cadent Capital Advisors, LLC3,789$213K0.05%-35413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,892$163K0.05%+5613F-HRTimeline
Coastline Trust Co1,151$64.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST1,000$56.2K0.01%013F-HRTimeline
Pacifica Partners Inc.1,000$55.9K0.02%013F-HRTimeline
Olistico Wealth, LLC626$35.2K0.01%new13F-HRTimeline
Noble Wealth Management PBC315$17.7K0.01%013F-HRTimeline
GK Wealth Management LLC284$16K0.01%new13F-HRTimeline
Miller Global Investments, LLC245$13.8K0.01%013F-HRTimeline
Investors Research Corp134$7.53K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…2$62<0.01%013F-HRTimeline
ATWOOD & PALMER INC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.