J P Morgan Exchange-traded F shares owned by Cambridge Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cambridge Advisors
from 13F filings
Historical chart of Cambridge Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Cambridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.2M | 138k | 59.51 |
| 2024-06-30 | $7.3M | 128k | 56.68 |
| 2024-03-31 | $7.3M | 126k | 57.86 |
| 2023-12-31 | $6.0M | 109k | 54.98 |
| 2023-09-30 | $5.1M | 95k | 53.56 |
| 2023-06-30 | $5.1M | 92k | 55.33 |
| 2023-03-31 | $4.8M | 88k | 54.60 |
| 2022-12-31 | $4.2M | 78k | 54.49 |
| 2022-09-30 | $3.9M | 76k | 51.24 |
| 2022-06-30 | $2.4M | 44k | 55.45 |
| 2022-03-31 | $1.4M | 22k | 61.39 |
| 2021-12-31 | $1.3M | 21k | 63.20 |
| 2021-09-30 | $1.1M | 19k | 59.58 |
| 2021-06-30 | $1.2M | 19k | 60.59 |
| 2021-03-31 | $1.0M | 17k | 58.13 |
| 2020-12-31 | $453k | 8.1k | 55.77 |
| 2020-09-30 | $422k | 7.9k | 53.35 |