JEPI β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Financially in Tune, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Financially in Tune, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
6.62% (2025 Q4)
πŸ“Š Avg. % of fund
6.62%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    JEPI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 123,954 β€” β€” 6.62% $7.1M $56.57

🏒 Other funds also holding JEPI

As of 2025 Q4 β€” 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% Cassia Capital Partners, LLC 3Y 6.38%
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