Question 1

How many shares of JEPI does OSAIC HOLDINGS, INC. own?

Accepted Answer

As of 2026-Q1, OSAIC HOLDINGS, INC. holds 5.4M shares of JEPI (J P MORGAN EXCHANGE TRADED F).

Question 2

What is OSAIC HOLDINGS, INC.'s JEPI position worth?

Accepted Answer

As of 2026-Q1, OSAIC HOLDINGS, INC.'s JEPI position is worth $307.2M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling JEPI?

Accepted Answer

In 2026-Q1, OSAIC HOLDINGS, INC. decreased their JEPI position (-4.8% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy JEPI?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in JEPI in 2024-Q2. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

JEPIShowing 8 of 24 quarters

JEPI
Showing 8 of 24 quarters