Advance Capital Management »

J P Morgan Exchange-traded F shares owned by Advance Capital Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Advance Capital Management from 13F filings

Historical chart of Advance Capital Management 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 Advance Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 336k 59.51
2024-06-30 $18M 319k 56.68
2024-03-31 $733k 13k 57.86
2023-12-31 $521k 9.5k 54.98
2023-09-30 $681k 13k 53.56
2023-06-30 $278k 5.0k 55.33