Back to Cetera Investment Advisers

JEPI
Showing 8 of 18 quarters

Position history for Cetera Investment Advisers's holdings in J P MORGAN EXCHANGE TRADED F

Cetera Investment Advisers holds 6.1M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $344.8M as of 2026-Q1. The position was increased (+10.0% shares). JEPI represents 0.4% of Cetera Investment Advisers's portfolio.

Current Value

$344.8M

Current Shares

6.1M

Total Value Change

+$107.5M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.1M
+10.0%
$344.8M0.4%$58.83
41
2025-Q4
Increased
5.5M
+7.2%
$316.6M0.3%$57.21
40
2025-Q3
Increased
5.2M
+39.7%
$294.7M0.3%$55.16
49
2025-Q2
Decreased
3.7M
-4.4%
$210.1M0.4%$53.79
0
2025-Q1
Increased
3.9M
+6.7%
$220.9M0.4%$52.44
39
2024-Q4
Decreased
3.6M
-5.8%
$208.5M0.4%$52.68
0
2024-Q3
Decreased
3.8M
-8.1%
$229.1M0.5%$52.94
0
2024-Q2
Increased
4.2M
+1.3%
$237.4M0.5%$49.62
44

Other major holders of JEPI: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used