Appleton Partners Inc/Ma / JEPI
Appleton Partners Inc/Ma’s J P Morgan Exchange Traded F Position
Does Appleton Partners Inc/Ma own J P Morgan Exchange Traded F (JEPI)? Yes — 258.8K shares worth $15M (+1.02% of its 13F portfolio) as of Q1 2026, down from 263.7K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
258.8K
% of Portfolio
+1.02%
Quarters Held
16
currently held
Position History JEPI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 258.8K | $15M | +1.02% |
| Q4 2025 | 263.7K | $15M | +0.99% |
| Q3 2025 | 261.9K | $15M | +1.00% |
| Q2 2025 | 260.4K | $15M | +1.05% |
| Q1 2025 | 260.0K | $15M | +1.15% |
| Q4 2024 | 252.1K | $15M | +1.07% |
| Q3 2024 | 240.4K | $14M | +1.05% |
| Q2 2024 | 234.8K | $13M | +1.03% |
| Q1 2024 | 230.5K | $13M | +1.04% |
| Q4 2023 | 213.9K | $12M | +0.95% |
| Q3 2023 | 194.2K | $10M | +0.92% |
| Q2 2023 | 168.7K | $9M | +0.79% |
| Q1 2023 | 61.7K | $3M | +0.30% |
| Q4 2022 | 53.9K | $3M | +0.28% |
| Q3 2022 | 24.4K | $1M | +0.13% |
| Q2 2022 | 7.7K | $425,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of JEPI.