SEC 13F Intelligence

Wedbush Securities Inc / JEPI

Wedbush Securities Inc’s J P Morgan Exchange Traded F Position

Does Wedbush Securities Inc own J P Morgan Exchange Traded F (JEPI)? Yes208.7K shares worth $12M (+0.34% of its 13F portfolio) as of Q1 2026, up from 183.3K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
208.7K
% of Portfolio
+0.34%
Quarters Held
20
currently held

Position History JEPI

Reported value by quarter
Q2 ’21: $218,000Q2 ’21Q3 ’21: $759,000Q4 ’21: $1MQ1 ’22: $2MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $6MQ2 ’23: $8MQ3 ’23: $9MQ3 ’23Q4 ’23: $9MQ1 ’24: $11MQ2 ’24: $10MQ2 ’24Q3 ’24: $11MQ4 ’24: $12MQ1 ’25: $11MQ1 ’25Q2 ’25: $12MQ3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026208.7K$12M+0.34%
Q4 2025183.3K$10M+0.31%
Q3 2025186.1K$11M+0.35%
Q2 2025211.5K$12M+0.42%
Q1 2025195.5K$11M+0.41%
Q4 2024208.3K$12M+0.43%
Q3 2024190.9K$11M+0.42%
Q2 2024181.3K$10M+0.37%
Q1 2024195.0K$11M+0.42%
Q4 2023172.4K$9M+0.42%
Q3 2023171.7K$9M+0.46%
Q2 2023145.1K$8M+0.38%
Q1 2023113.6K$6M+0.31%
Q4 202280.6K$4M+0.24%
Q3 202256.3K$3M+0.16%
Q2 202253.6K$3M+0.16%
Q1 202231.6K$2M+0.09%
Q4 202118.2K$1M+0.05%
Q3 202112.7K$759,000+0.04%
Q2 20213.6K$218,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedbush Securities Inc’s full portfolio or all institutional holders of JEPI.