Position history for Kestra Advisory Services, LLC's holdings in J P MORGAN EXCHANGE TRADED F
Kestra Advisory Services, LLC holds 1.8M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $104.3M as of 2026-Q1. The position was decreased (-7.1% shares). JEPI represents 0.4% of Kestra Advisory Services, LLC's portfolio.
Current Value
$104.3M
Current Shares
1.8M
Total Value Change
+$49.9M
Total Shares Change
+880,063
Other major holders of JEPI: MORGAN STANLEY
Decreased |
| 1.8M |
-7.1% |
| $104.3M |
| 0.4% |
| $58.83 |
0 |
| 2025-Q4 | Increased | 2M | +3.9% | $113.4M | 0.5% | $57.21 | 37 |
| 2025-Q3 | Increased | 1.9M | +6.8% | $108.8M | 0.5% | $55.16 | 38 |
| 2025-Q2 | Increased | 1.8M | +19.6% | $101.5M | 0.5% | $53.79 | 42 |
| 2025-Q1 | Increased | 1.5M | +13.0% | $85.4M | 0.4% | $52.44 | 40 |
| 2024-Q4 | Increased | 1.3M | +21.5% | $76M | 0.4% | $52.68 | 43 |
| 2024-Q3 | Increased | 1.1M | +13.4% | $64.7M | 0.4% | $52.94 | 40 |
| 2024-Q2 | Increased | 959,515 | +15.9% | $54.4M | 0.3% | $49.62 | 41 |