J P Morgan Exchange-traded F shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 107k | 57.10 |
| 2025-06-30 | $4.5M | 80k | 56.85 |
| 2025-03-31 | $2.4M | 42k | 57.14 |
| 2024-12-31 | $1.7M | 29k | 57.53 |
| 2024-09-30 | $1.8M | 30k | 59.51 |
| 2024-06-30 | $1.5M | 26k | 56.68 |
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-12-31 | $1.5M | 27k | 54.98 |
| 2023-09-30 | $1.2M | 23k | 53.56 |
| 2023-06-30 | $997k | 18k | 55.33 |
| 2023-03-31 | $587k | 11k | 54.60 |
| 2022-12-31 | $341k | 6.3k | 54.49 |
| 2021-06-30 | $18k | 305 | 59.02 |
| 2021-03-31 | $17k | 300 | 56.67 |