SEC 13F Intelligence

Blue Investment Partners LLC / JEPI

Blue Investment Partners LLC’s J P Morgan Exchange Traded F Position

Does Blue Investment Partners LLC own J P Morgan Exchange Traded F (JEPI)? Not currently — the last reported position was 70.1K shares worth $4M in Q4 2022; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$4M
Q4 2022
Shares
70.1K
% of Portfolio
+4.75%
Quarters Held
1
position exited

Position History JEPI

Reported value by quarter
Q4 ’22: $4MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202270.1K$4M+4.75%

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