SEC 13F Intelligence

Kerr Financial Planning Corp / JEPI

Kerr Financial Planning Corp’s J P Morgan Exchange Traded F Position

Does Kerr Financial Planning Corp own J P Morgan Exchange Traded F (JEPI)? Yes — 35.3K shares worth $2M (+2.22% of its 13F portfolio) as of Q2 2026, down from 37.7K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
35.3K
% of Portfolio
+2.22%
Quarters Held
4
currently held

Position History JEPI

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202635.3K$2M+2.22%
Q1 202637.7K$2M+1.52%
Q4 202534.7K$2M+2.74%
Q3 202524.7K$1M+1.98%

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