Valicenti Advisory Services Inc / JEPI
Valicenti Advisory Services Inc’s J P Morgan Exchange Traded F Position
Does Valicenti Advisory Services Inc own J P Morgan Exchange Traded F (JEPI)? Not currently — the last reported position was 82.4K shares worth $5M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$5M
Q1 2023
Shares
82.4K
% of Portfolio
+1.50%
Quarters Held
3
position exited
Position History JEPI
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valicenti Advisory Services Inc’s full portfolio or all institutional holders of JEPI.