Position history for Allworth Financial LP's holdings in J P MORGAN EXCHANGE TRADED F
Allworth Financial LP holds 1.2M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $70.2M as of 2025-Q4. The position was increased (++5.0% shares). JEPI represents 0.3% of Allworth Financial LP's portfolio.
Current Value
$70.2M
Current Shares
1.2M
Total Value Change
+$9.6M
Total Shares Change
+159,827
Other major holders of JEPI: Kestra Advisory Services, LLC, MORGAN STANLEY
Increased |
| 1.2M |
+5.0% |
| $70.2M |
| 0.3% |
| $57.21 |
37 |
| 2025-Q3 | Increased | 1.2M | +2.2% | $66.7M | 0.3% | $55.16 | 36 |
| 2025-Q2 | Increased | 1.1M | +1.4% | $65M | 0.3% | $53.79 | 36 |
| 2025-Q1 | Decreased | 1.1M | -3.2% | $61.8M | 0.3% | $52.44 | 0 |
| 2024-Q4 | Increased | 1.2M | +1.6% | $68.6M | 0.4% | $52.68 | 36 |
| 2024-Q3 | Increased | 1.1M | +7.5% | $68.3M | 0.4% | $52.94 | 38 |
| 2024-Q2 | Increased | 1.1M | +2.8% | $60.6M | 0.4% | $49.62 | 36 |