J P Morgan Exchange-traded F shares owned by Aventura Private Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Aventura Private Wealth
from 13F filings
Historical chart of Aventura Private Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Aventura Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.9M | 50k | 57.24 |
| 2025-09-30 | $3.6M | 64k | 57.10 |
| 2025-06-30 | $4.3M | 75k | 56.85 |
| 2025-03-31 | $5.8M | 101k | 57.14 |
| 2024-12-31 | $6.5M | 112k | 57.53 |