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
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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 |
|---|---|---|---|
| 2025-09-30 | $3.5M | 61k | 57.10 |
| 2025-06-30 | $3.8M | 67k | 56.85 |
| 2025-03-31 | $5.2M | 91k | 57.14 |
| 2024-12-31 | $5.0M | 87k | 57.53 |
| 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 |
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