Moser Wealth Advisors, LLC / JEPI
Moser Wealth Advisors, LLC’s J P Morgan Exchange Traded F Position
Does Moser Wealth Advisors, LLC own J P Morgan Exchange Traded F (JEPI)? Yes — 52.3K shares worth $3M (+1.43% of its 13F portfolio) as of Q2 2025, down from 52.8K shares the prior filed quarter.
Position Value
$3M
Q2 2025
Shares
52.3K
% of Portfolio
+1.43%
Quarters Held
13
currently held
Position History JEPI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 52.3K | $3M | +1.43% |
| Q1 2025 | 52.8K | $3M | +1.58% |
| Q4 2024 | 47.5K | $3M | +1.42% |
| Q3 2024 | 44.7K | $3M | +1.38% |
| Q2 2024 | 39.4K | $2M | +1.22% |
| Q1 2024 | 35.2K | $2M | +1.13% |
| Q4 2023 | 29.1K | $2M | +1.02% |
| Q3 2023 | 28.5K | $2M | +1.07% |
| Q2 2023 | 27.5K | $2M | +1.02% |
| Q4 2022 | 25.2K | $1M | +1.03% |
| Q3 2022 | 18.1K | $926,000 | +0.72% |
| Q2 2022 | 14.6K | $811,000 | +0.60% |
| Q1 2022 | 9.7K | $596,000 | +0.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moser Wealth Advisors, LLC’s full portfolio or all institutional holders of JEPI.