JEPI — J P MORGAN EXCHANGE TRADED F

Ownership history in EWG Elevate Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in J P MORGAN EXCHANGE TRADED F (JEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2025 Q3)
Avg. % of fund
1.14%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 86,768 +2,926 +3.5% 1.55% $5.0M $54.97
2025 Q2 ADDED 83,842 +38,474 +84.8% 1.47% $4.8M $53.65
2025 Q1 ADDED 45,368 +3,897 +9.4% 0.97% $2.6M $52.56
2024 Q4 ADDED 41,471 +1,737 +4.4% 0.73% $2.4M $52.33
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JEPI price (monthly, adj. close)

Other funds also holding JEPI

As of 2025 Q4 — sorted by position size

Enstar Group LTD 3Y 34.07% Nationwide Fund Advisors 3Y 7Y 17.38% Horizon Advisory Services, Inc. 14.08% LGT Financial Advisors LLC 3Y 13.34% Cornerstone Advisory, LLC 3Y 7Y 10.71% Melia Wealth LLC 10.34% Sterling Investment Counsel, LLC 3Y 7.97% Signature Wealth Management Partners, LLC 3Y 7.01% Lebenthal Global Advisors, LLC 3Y 6.76% Financially in Tune, LLC 6.62%
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