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
Other major holders of JEPI: Kestra Advisory Services, LLC, MORGAN STANLEY
Increased |
| 1.3M |
+5.5% |
| $73.3M |
| 0.3% |
| $58.83 |
37 |
| 2025-Q4 | 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 |