J P Morgan Exchange-traded F shares owned by Advisory Resource Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Advisory Resource Group
from 13F filings
Historical chart of Advisory Resource Group 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 Advisory Resource Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Advisory Resource Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 9.3k | 57.10 |
| 2025-06-30 | $11M | 187k | 56.85 |
| 2025-03-31 | $9.9M | 173k | 57.14 |
| 2024-12-31 | $9.2M | 160k | 57.53 |
| 2024-09-30 | $12M | 193k | 59.51 |
| 2024-06-30 | $11M | 194k | 56.68 |
| 2024-03-31 | $11M | 188k | 57.86 |
| 2023-12-31 | $10M | 184k | 54.98 |
| 2023-09-30 | $9.9M | 185k | 53.56 |
| 2023-06-30 | $10M | 186k | 55.33 |
| 2023-03-31 | $9.9M | 182k | 54.60 |
| 2022-12-31 | $9.8M | 179k | 54.49 |
| 2022-09-30 | $9.1M | 178k | 51.23 |
| 2022-06-30 | $13M | 237k | 55.45 |
| 2022-03-31 | $13M | 217k | 61.40 |
| 2021-12-31 | $13M | 212k | 60.99 |
| 2021-09-30 | $12M | 195k | 59.61 |
| 2021-06-30 | $9.1M | 150k | 60.57 |
| 2021-03-31 | $5.5M | 95k | 58.12 |
| 2020-12-31 | $5.1M | 91k | 55.75 |
| 2020-09-30 | $2.4M | 46k | 53.32 |