J P Morgan Exchange-traded F shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 13k | 57.06 |
| 2025-06-30 | $741k | 13k | 56.83 |
| 2025-03-31 | $4.7M | 82k | 57.14 |
| 2024-12-31 | $4.4M | 76k | 57.53 |
| 2024-09-30 | $4.4M | 74k | 59.37 |
| 2024-03-31 | $5.3M | 92k | 57.86 |
| 2023-12-31 | $5.3M | 96k | 54.98 |
| 2023-09-30 | $861k | 16k | 53.56 |
| 2023-06-30 | $9.1M | 165k | 55.33 |
| 2023-03-31 | $18B | 332k | 54600.01 |
| 2022-12-31 | $8.9B | 164k | 54489.84 |
| 2022-09-30 | $7.6M | 148k | 51.23 |
| 2022-06-30 | $7.1M | 128k | 55.45 |
| 2022-03-31 | $5.0M | 82k | 61.40 |
| 2021-12-31 | $3.3M | 53k | 62.93 |
| 2021-09-30 | $2.1M | 36k | 59.62 |
| 2021-06-30 | $1.6M | 30k | 51.29 |
| 2021-03-31 | $897k | 15k | 58.11 |
| 2020-12-31 | $1.6M | 28k | 55.77 |