SEC 13F Intelligence

Solutions 4 Wealth, Ltd / JEPI

Solutions 4 Wealth, Ltd’s J P Morgan Exchange Traded F Position

Does Solutions 4 Wealth, Ltd own J P Morgan Exchange Traded F (JEPI)? Yes — 48.1K shares worth $3M (+4.10% of its 13F portfolio) as of Q1 2026, up from 42.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
48.1K
% of Portfolio
+4.10%
Quarters Held
10
currently held

Position History JEPI

Reported value by quarter
Q4 ’23: $244,642Q4 ’23Q1 ’24: $262,222Q2 ’24: $833,998Q2 ’24Q3 ’24: $890,943Q4 ’24: $877,790Q4 ’24Q1 ’25: $882,326Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202648.1K$3M+4.10%
Q4 202542.4K$2M+3.67%
Q3 202525.4K$1M+2.25%
Q2 202519.0K$1M+1.80%
Q1 202515.4K$882,326+1.56%
Q4 202415.3K$877,790+1.59%
Q3 202415.0K$890,943+1.74%
Q2 202414.7K$833,998+1.89%
Q1 20244.5K$262,222+0.74%
Q4 20234.5K$244,642+0.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Solutions 4 Wealth, Ltd’s full portfolio or all institutional holders of JEPI.