J P Morgan Exchange-traded F shares owned by Atlantic Trust
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 80k | 57.10 |
| 2025-06-30 | $1.1M | 20k | 56.85 |
| 2025-03-31 | $428k | 7.5k | 57.14 |
| 2024-12-31 | $431k | 7.5k | 57.53 |
| 2024-09-30 | $538k | 9.0k | 59.51 |
| 2024-06-30 | $513k | 9.0k | 56.68 |
| 2024-03-31 | $523k | 9.0k | 57.86 |
| 2023-12-31 | $497k | 9.0k | 54.98 |
| 2023-09-30 | $449k | 8.4k | 53.56 |
| 2023-06-30 | $296k | 5.4k | 55.33 |