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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

Tip: Access up to 7 years of quarterly data

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