Hunter Associates Investment Management LLC / JEPI
Hunter Associates Investment Management LLC’s J P Morgan Exchange Traded F Position
Does Hunter Associates Investment Management LLC own J P Morgan Exchange Traded F (JEPI)? Yes — 157.4K shares worth $9M (+1.18% of its 13F portfolio) as of Q1 2026, up from 126.4K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
157.4K
% of Portfolio
+1.18%
Quarters Held
16
currently held
Position History JEPI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 157.4K | $9M | +1.18% |
| Q4 2025 | 126.4K | $7M | +0.97% |
| Q3 2025 | 124.6K | $7M | +0.99% |
| Q2 2025 | 128.7K | $7M | +1.08% |
| Q1 2025 | 120.9K | $7M | +1.07% |
| Q4 2024 | 119.9K | $7M | +1.05% |
| Q3 2024 | 109.5K | $7M | +1.01% |
| Q2 2024 | 107.3K | $6M | +1.02% |
| Q1 2024 | 97.4K | $6M | +0.95% |
| Q4 2023 | 80.6K | $4M | +0.81% |
| Q3 2023 | 71.5K | $4M | +0.78% |
| Q2 2023 | 63.3K | $3M | +0.68% |
| Q1 2023 | 42.3K | $2M | +0.49% |
| Q4 2022 | 18.9K | $1M | +0.25% |
| Q3 2022 | 10.8K | $553,000 | +0.14% |
| Q2 2022 | 4.7K | $259,000 | +0.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hunter Associates Investment Management LLC’s full portfolio or all institutional holders of JEPI.