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JEPI
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Position history for Allworth Financial LP's holdings in J P MORGAN EXCHANGE TRADED F

Allworth Financial LP holds 1.3M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $73.3M as of 2026-Q1. The position was increased (+5.5% shares). JEPI represents 0.3% of Allworth Financial LP's portfolio.

Current Value

$73.3M

Current Shares

1.3M

Total Value Change

+$12.8M

Total Shares Change

+226,884

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+5.5%
$73.3M0.3%$58.83
37
2025-Q4
Increased
1.2M
+5.0%
$70.2M0.3%$57.21
37
2025-Q3
Increased
1.2M
+2.2%
$66.7M0.3%$55.16
36
2025-Q2
Increased
1.1M
+1.4%
$65M0.3%$53.79
36
2025-Q1
Decreased
1.1M
-3.2%
$61.8M0.3%$52.44
0
2024-Q4
Increased
1.2M
+1.6%
$68.6M0.4%$52.68
36
2024-Q3
Increased
1.1M
+7.5%
$68.3M0.4%$52.94
38
2024-Q2
Increased
1.1M
+2.8%
$60.6M0.4%$49.62
36

Other major holders of JEPI: MORGAN STANLEY

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