J P Morgan Exchange-traded F shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $158k | 2.7k | 57.86 |
| 2023-12-31 | $176k | 3.2k | 54.98 |
| 2023-09-30 | $172k | 3.2k | 53.56 |
| 2023-06-30 | $69k | 1.2k | 55.33 |