Position history for OSAIC HOLDINGS, INC.'s holdings in J P MORGAN EXCHANGE TRADED F
OSAIC HOLDINGS, INC. holds 5.4M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $307.2M as of 2026-Q1. The position was decreased (-4.8% shares). JEPI represents 0.4% of OSAIC HOLDINGS, INC.'s portfolio.
Current Value
$307.2M
Current Shares
5.4M
Total Value Change
+$8.7M
Total Shares Change
+152,481
Other major holders of JEPI: Kestra Advisory Services, LLC, MORGAN STANLEY
Decreased |
| 5.4M |
-4.8% |
| $307.2M |
| 0.4% |
| $58.83 |
0 |
| 2025-Q4 | Decreased | 5.7M | -11.4% | $326M | 0.5% | $57.21 | 0 |
| 2025-Q3 | Increased | 6.4M | +2.8% | $367M | 0.5% | $55.16 | 45 |
| 2025-Q2 | Increased | 6.2M | +1.4% | $355.3M | 0.6% | $53.79 | 44 |
| 2025-Q1 | Increased | 6.2M | +8.8% | $352.3M | 0.8% | $52.44 | 48 |
| 2024-Q4 | Increased | 5.7M | +2.2% | $326.1M | 0.7% | $52.68 | 45 |
| 2024-Q3 | Increased | 5.5M | +5.3% | $330M | 0.7% | $52.94 | 46 |
| 2024-Q2 | Decreased | 5.3M | -16.4% | $298.6M | 0.7% | $49.62 | 0 |