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Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in J P MORGAN EXCHANGE TRADED F

STIFEL FINANCIAL CORP holds 2.8M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $156.8M as of 2026-Q2. The position was decreased (-1.6% shares). JEPI represents 0.1% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$156.8M

Current Shares

2.8M

Total Value Change

+$32.5M

Total Shares Change

+687,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.8M
-1.6%
$156.8M0.1%$55.04
0
2026-Q1
Decreased
2.8M
-0.3%
$159.9M0.1%$54.02
0
2025-Q4
Decreased
2.8M
-5.2%
$161.9M0.1%$53.92
0
2025-Q3
Increased
3M
+2.1%
$170.3M0.2%$52.39
37
2025-Q2
Increased
2.9M
+18.2%
$166.1M0.2%$51.13
43
2025-Q1
Increased
2.5M
+9.7%
$141.2M0.2%$50.09
40
2024-Q4
Increased
2.3M
+7.8%
$129.5M0.1%$49.88
39
2024-Q3
Increased
2.1M
+7.0%
$124.3M0.1%$50.25
39

Other major holders of JEPI: MORGAN STANLEY

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