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JCPIJCPI
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in J P MORGAN EXCHANGE TRADED F

AE Wealth Management LLC holds 133,089 shares of JCPI (J P MORGAN EXCHANGE TRADED F), worth $6.4M as of 2026-Q2. The position was increased (+19.5% shares). JCPI represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$6.4M

Current Shares

133,089

Total Value Change

+$6.4M

Total Shares Change

+132,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
133,089
+19.5%
$6.4M0.0%$47.33
32
2026-Q1
Increased
111,413
+28.6%
$5.4M0.0%$47.23
34
2025-Q4
Increased
86,628
+69.1%
$4.2M0.0%$46.90
40
2025-Q3
Increased
51,222
+179x
$2.5M0.0%$46.87
42
2025-Q2
Unchanged
285
0.0%
$13,7510.0%$45.90
0
2025-Q1
Unchanged
285
0.0%
$13,7170.0%$45.33
0
2024-Q4
New
285
-
$13,3380.0%$43.79
25

Other major holders of JCPI: JPMORGAN CHASE & CO

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