Solutions 4 Wealth, Ltd reported J P MORGAN EXCHANGE TRADED F (JEPI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.67% in 2025 Q4. The latest visible filing shows JEPI at 3.67% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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.
JEPI was reported at 3.67% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2025 Q4 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Solutions 4 Wealth, Ltd reported JEPI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.
The largest reported portfolio weight for JEPI was 3.67% in 2025 Q4.
The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 42,416 shares, equal to 3.67% of portfolio, with an estimated market value of $2.4M.
The chart compares Solutions 4 Wealth, Ltd'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.