J P Morgan Exchange-traded F shares owned by Capital Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Advisors
from 13F filings
Historical chart of 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 Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $792k | 14k | 57.10 |
| 2025-06-30 | $868k | 15k | 56.82 |
| 2025-03-31 | $861k | 15k | 57.12 |
| 2024-12-31 | $802k | 14k | 57.54 |
| 2024-09-30 | $584k | 9.8k | 59.53 |
| 2024-06-30 | $301k | 5.3k | 56.59 |
| 2024-03-31 | $162k | 2.8k | 57.73 |
| 2023-12-31 | $36k | 658 | 54.71 |
| 2023-09-30 | $20k | 367 | 54.50 |