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 | $61M | 1.1M | 57.10 |
| 2025-06-30 | $59M | 1.0M | 56.85 |
| 2025-03-31 | $59M | 1.0M | 57.14 |
| 2024-12-31 | $50M | 872k | 57.53 |
| 2024-09-30 | $50M | 840k | 59.51 |
| 2024-06-30 | $44M | 771k | 56.68 |
| 2024-03-31 | $43M | 750k | 57.86 |
| 2023-12-31 | $40M | 720k | 54.98 |
| 2023-09-30 | $39M | 718k | 53.56 |
| 2023-06-30 | $34M | 612k | 55.33 |
| 2023-03-31 | $23M | 414k | 54.60 |
| 2022-12-31 | $16M | 291k | 54.49 |