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J P Morgan Exchange-traded F shares owned by Caerus Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Caerus Investment Advisors from 13F filings

Historical chart of Caerus Investment Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 59k 59.51
2024-06-30 $7.8M 137k 56.68
2024-03-31 $9.7M 168k 57.86
2023-12-31 $9.5M 174k 54.98
2023-09-30 $11M 197k 53.56
2023-06-30 $2.0M 35k 55.33
2023-03-31 $1.0M 19k 54.60