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

Allworth Financial LP holds 1.7M shares of JEPQ (J P MORGAN EXCHANGE TRADED F), worth $106.2M as of 2026-Q2. The position was decreased (-16.5% shares). JEPQ represents 0.5% of Allworth Financial LP's portfolio.

Current Value

$106.2M

Current Shares

1.7M

Total Value Change

+$106.2M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-16.5%
$106.2M0.5%$60.09
0
2026-Q1
Increased
2.1M
+1.4%
$114.9M0.5%$52.71
36
2025-Q4
Increased
2M
+2.7%
$118.7M0.5%$54.26
37
2025-Q3
Increased
2M
+2.9%
$114.4M0.5%$51.85
44
2025-Q2
Increased
1.9M
+4.3%
$105.1M0.5%$47.82
44
2025-Q1
Increased
1.9M
+782x
$93.7M0.5%$43.99
68
2024-Q4
Increased
2,365
+82.2%
$137,3570.0%$47.11
34
2024-Q3
Increased
1,298
+7.8%
$71,3100.0%$44.27
23

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

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