JEPI — J P MORGAN EXCHANGE TRADED F

Ownership history in RMR Wealth Builders  ·  4 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders 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
0.03% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,571 -750 -17.4% 0.02% $204K $54.97
2025 Q2 REDUCED 4,321 -806 -15.7% 0.02% $246K $53.65
2025 Q1 ADDED 5,127 +316 +6.6% 0.03% $293K $52.56
2024 Q4 INITIATED 4,811 — — 0.03% $277K $52.33
% 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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