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

Allworth Financial LP holds 2.1M shares of JEPQ (J P MORGAN EXCHANGE TRADED F), worth $114.9M as of 2026-Q1. The position was increased (+1.4% shares). JEPQ represents 0.5% of Allworth Financial LP's portfolio.

Current Value

$114.9M

Current Shares

2.1M

Total Value Change

+$114.8M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.1M
+1.4%
$114.9M0.5%$57.09
36
2025-Q4
Increased
2M
+2.7%
$118.7M0.5%$58.06
37
2025-Q3
Increased
2M
+2.9%
$114.4M0.5%$54.99
44
2025-Q2
Increased
1.9M
+4.3%
$105.1M0.5%$50.69
44
2025-Q1
Increased
1.9M
+782x
$93.7M0.5%$46.77
68
2024-Q4
Increased
2,365
+82.2%
$137,3570.0%$50.42
34
2024-Q3
Increased
1,298
+7.8%
$71,3100.0%$46.94
23
2024-Q2
Increased
1,204
+76.8%
$65,2430.0%$46.32
32

Other major holders of JEPQ: JPMORGAN CHASE & CO, MORGAN STANLEY

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