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J P Morgan Exchange-traded F shares owned by 1620 Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by 1620 Investment Advisors from 13F filings

Historical chart of 1620 Investment 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 1620 Investment 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 1620 Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $315k 5.5k 57.24
2025-09-30 $21k 360 57.10
2025-06-30 $21k 360 56.85
2025-03-31 $21k 360 57.14
2024-12-31 $14k 250 57.53