SEC 13F Intelligence

J. Team Financial, Inc. / JEPI

J. Team Financial, Inc.’s J P Morgan Exchange Traded F Position

Does J. Team Financial, Inc. own J P Morgan Exchange Traded F (JEPI)? Yes85.7K shares worth $5M (+5.44% of its 13F portfolio) as of Q1 2026, down from 91.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
85.7K
% of Portfolio
+5.44%
Quarters Held
2
currently held

Position History JEPI

Reported value by quarter
Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.7K$5M+5.44%
Q4 202591.5K$5M+5.30%

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