J P Morgan Exchange-traded F shares owned by Atlas Capital Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atlas Capital Advisors
from 13F filings
Historical chart of Atlas Capital Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Atlas Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $266k | 4.7k | 56.86 |
| 2025-03-31 | $267k | 4.7k | 57.14 |
| 2024-12-31 | $240k | 4.2k | 57.54 |
| 2024-09-30 | $158k | 2.7k | 59.52 |
| 2024-06-30 | $156k | 2.8k | 56.67 |
| 2024-03-31 | $136k | 2.3k | 57.86 |
| 2023-12-31 | $165k | 3.0k | 54.98 |
| 2023-09-30 | $430k | 8.0k | 53.56 |
| 2023-06-30 | $571k | 10k | 55.33 |
| 2023-03-31 | $1.2M | 22k | 54.60 |
| 2022-12-31 | $1.7M | 32k | 54.49 |
| 2022-09-30 | $1.7M | 33k | 51.23 |
| 2022-06-30 | $2.1M | 38k | 55.45 |
| 2022-03-31 | $2.2M | 36k | 61.40 |
| 2021-12-31 | $1.9M | 31k | 63.19 |
| 2021-09-30 | $1.2M | 20k | 59.61 |
| 2021-06-30 | $986k | 16k | 60.57 |
| 2021-03-31 | $450k | 7.7k | 58.12 |