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
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Quarterly reported holdings in J P Morgan Exchange-traded F by Advance Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $993k | 17k | 57.10 |
| 2025-06-30 | $22M | 392k | 56.85 |
| 2025-03-31 | $21M | 373k | 57.14 |
| 2024-12-31 | $20M | 340k | 57.53 |
| 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 |
More positions owned by Advance Capital Management
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