J P Morgan Exchange-traded F shares owned by Advisor Resource Council
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Advisor Resource Council
from 13F filings
Historical chart of Advisor Resource Council 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 Advisor Resource Council consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Advisor Resource Council
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $354k | 6.1k | 58.42 |
| 2025-06-30 | $783k | 14k | 56.85 |
| 2025-03-31 | $61k | 15k | 4.10 |
| 2024-09-30 | $1.1M | 18k | 59.51 |
| 2024-06-30 | $583 | 10k | 0.06 |
| 2024-03-31 | $674k | 12k | 54.98 |
| 2023-09-30 | $528k | 9.9k | 53.56 |
| 2023-06-30 | $542k | 9.8k | 55.33 |
| 2023-03-31 | $698k | 13k | 54.60 |