Public ownership evidence

JPMorgan Equity Premium Income ETF (JEPI) Ownership Disclosures

Read JEPI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Equity Premium Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
400
Value (USD)
$22,592
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JEPI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JEPI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-29400$22,592None
Cornerstone Financial Management LLC2026-03-312026-08-29400$22,672None
Cornerstone Financial Management LLC2025-12-312026-08-29400$22,896None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29319,997$18,284,651None
Corient Private Wealth LP2026-06-302026-08-28102,642$5,797,261None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2834,008$1,920,749None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2823,933$1,356,528None
Legacy Edge Advisors, LLC2025-09-302026-08-27239,153$13,655,662None
Principia Wealth Advisory, LLC2026-06-302026-08-27181$10,223None
Principia Wealth Advisory, LLC2026-03-312026-08-27181$10,259None
Advisors Asset Management, Inc.2023-09-302026-08-27350$18,746None
Advisors Asset Management, Inc.2023-12-312026-08-27350$19,243None
Dakota Wealth Management2025-09-302026-08-2716,892$964,534None
Dakota Wealth Management2025-12-312026-08-2757,799$3,308,406None
Dakota Wealth Management2026-03-312026-08-2753,365$3,024,715None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-26310,180$17,518,979None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2212,844$725,441None
Rehmann Capital Advisory Group2026-06-302026-08-214,955$279,901None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2141,640$2,351,817None
Kingsview Wealth Management, LLC2026-06-302026-08-20247,393$13,972,773None
Prosperitas Financial LLC2026-06-302026-08-2028,674$1,619,505None
Prosperitas Financial LLC2026-06-302026-08-2017$960None
Archer Investment Corp2026-06-302026-08-2053,453$3,019,020None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,069$399,257None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20371,380$20,975,558None
Beacon Pointe Advisors, LLC2026-06-302026-08-19917,272$51,807,541None
Capasso Planning Partners LLC2026-06-302026-08-1920,129$1,136,908None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-198,276$467,454None
Rakuten Investment Management, Inc.2026-06-302026-08-19251,534$14,196,578None
Jacobs Equity LLC2026-06-302026-08-1822,450$1,267,976None
Legacy Edge Advisors, LLC2025-06-302026-08-18214,456$12,191,812None
Legacy Edge Advisors, LLC2025-03-312026-08-18180,225$10,298,059None
Strive Financial Group ,LLC2026-06-302026-08-183,597$203,146None
WNY Asset Management, LLC2026-06-302026-08-1862,509$3,530,498None
Coastal Bridge Advisors, LLC2026-06-302026-08-18603,065$34,061,116None
Comprehensive Money Management Services LLC2026-06-302026-08-186,788$383,386None
Caitlin John, LLC2026-06-302026-08-182,190$123,681None
Caitlin John, LLC2026-06-302026-08-182,100$118,608None
Melia Wealth LLC2026-06-302026-08-18404,606$22,852,156None
Corient Private Wealth LP2026-06-302026-08-18112,230$6,338,702None
Asset Allocation Strategies LLC2026-06-302026-08-1895,438$5,390,359None
Hamilton Capital, LLC2026-06-302026-08-181,458,926$82,400,122None
Pure Financial Advisors, LLC2026-06-302026-08-1813,389$756,197None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18346,505$19,578,559None
Nalls Sherbakoff Group, LLC2026-03-312026-08-182,184$123,789None
BRASADA CAPITAL MANAGEMENT, LP2026-06-302026-08-1816,374$924,804None
Equitable Holdings, Inc.2026-06-302026-08-182,086,747$117,191,711None
Equitable Holdings, Inc.2026-06-302026-08-18389,227$21,983,512None
Equitable Holdings, Inc.2026-06-302026-08-1857,750$3,261,720None
Jefferies Financial Group Inc.2026-06-302026-08-187,334$414,230None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.