INSIGHT 2811, INC. JEPI — J P MORGAN EXCHANGE TRADED F

Ownership history in INSIGHT 2811, INC.  ·  7 quarters on record

AI Ownership Summary

INSIGHT 2811, INC. reported J P MORGAN EXCHANGE TRADED F (JEPI) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.14% in 2024 Q3. The latest visible filing shows JEPI at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGHT 2811, INC.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JEPI was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEPI stock page INSIGHT 2811, INC. fund profile INSIGHT 2811, INC. full holdings
How INSIGHT 2811, INC. held JEPI — position size vs. price
% of Fund (quarterly)    JEPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.0% +0.2% ❌ 4,105 -505 -11.0% 0.10% $235K 2026-02-03 $56.65
2025 Q3 UNCHANGED — — — 4,610 — 0% 0.12% $263K 2025-11-06 $53.62
2025 Q2 REDUCED — — — 4,610 -50 -1.1% 0.12% $262K 2025-08-11 $52.42
2025 Q1 UNCHANGED — — — 4,660 — 0% 0.13% $266K 2025-05-12 $51.35
2024 Q4 UNCHANGED — — — 4,660 — 0% 0.14% $268K 2025-02-11 $52.96
2024 Q3 ADDED — — — 4,660 +270 +6.2% 0.14% $277K 2024-11-06 $52.31
2024 Q2 INITIATED — — — 4,390 — — 0.13% $249K 2024-08-06 $47.78

🏢 Other funds also holding JEPI

As of 2026 Q1 — sorted by position size

Enstar Group LTD 3Y 40.13% John A. Wolfe & Associates, Inc. 18.05% Nationwide Fund Advisors 3Y 7Y 17.14% CORNERSTONE ENTERPRISES, LLC 15.05% Horizon Advisory Services, Inc. 14.36% Tenzing Financial LLC 13.36% LGT Financial Advisors LLC 3Y 11.8% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 11.06% Melia Wealth LLC 11.06% Cornerstone Advisory, LLC 3Y 7Y 10.9%

FAQ About INSIGHT 2811, INC. and JEPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSIGHT 2811, INC. reported owning JEPI?

INSIGHT 2811, INC. reported JEPI across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported JEPI position in INSIGHT 2811, INC.'s portfolio?

The largest reported portfolio weight for JEPI was 0.14% in 2024 Q3.

What is the latest reported JEPI position on this page?

The most recent filing on this page is 2025 Q4, when INSIGHT 2811, INC. reported 4,105 shares, equal to 0.10% of portfolio, with an estimated market value of $235K.

What does the chart on this JEPI ownership page compare?

The chart compares INSIGHT 2811, INC.'s quarterly JEPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INSIGHT 2811, INC. time their JEPI position?

Based on 13F filing dates vs. subsequent JEPI price moves, INSIGHT 2811, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on JEPI relative to SPY over the holding period was -8.1%.

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