Question 1

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

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 438,377 shares of JPEF (J P MORGAN EXCHANGE TRADED F).

Question 2

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

Accepted Answer

As of 2026-Q2, OSAIC HOLDINGS, INC.'s JPEF position is worth $35.2M.

Question 3

Is OSAIC HOLDINGS, INC. buying or selling JPEF?

Accepted Answer

In 2026-Q2, OSAIC HOLDINGS, INC. decreased their JPEF position (-2.8% change in shares).

Question 4

When did OSAIC HOLDINGS, INC. first buy JPEF?

Accepted Answer

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in JPEF in 2023-Q3. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	438,377	-2.8%	$35.2M	0.0%	$80.33	0
2026-Q1	Decreased	450,969	-13.1%	$32.4M	0.0%	$75.18	0
2025-Q4	Decreased	519,190	-4.3%	$38.8M	0.1%	$75.21	0
2025-Q3	Decreased	542,682	-2.9%	$39.5M	0.1%	$73.56	0
2025-Q2	Increased	558,669	+29.1%	$39.2M	0.1%	$69.34	36
2025-Q1	Increased	432,898	+31.1%	$27.6M	0.1%	$62.81	36
2024-Q4	Increased	330,343	+57.4%	$22.2M	0.0%	$66.85	41
2024-Q3	Increased	209,843	+63.1%	$13.8M	0.0%	$64.31	41
2024-Q2	Decreased	128,644	-8.8%	$8M	0.0%	$61.49	0
2024-Q1	Increased	141,142	+62.6%	$8.4M	0.0%	$58.94	40
2023-Q4	Decreased	86,786	-7.2%	$4.6M	0.0%	$51.99	0
2023-Q3	New	93,549	-	$4.4M	0.0%	$46.62	37

JPEF12 quarters

JPEF
12 quarters