J P Morgan Exchange-traded F shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital 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 Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 621k | 57.10 |
| 2025-06-30 | $0 | 0 | 0.00 |
| 2025-03-31 | $37M | 652k | 57.14 |
| 2024-12-31 | $46M | 796k | 57.53 |
| 2024-09-30 | $50M | 846k | 59.51 |
| 2024-06-30 | $54M | 954k | 56.68 |
| 2024-03-31 | $45M | 783k | 57.86 |
| 2023-12-31 | $41M | 743k | 54.98 |
| 2023-09-30 | $35M | 649k | 53.56 |
| 2023-06-30 | $33M | 596k | 55.33 |
| 2023-03-31 | $27M | 498k | 54.60 |
| 2022-12-31 | $26M | 472k | 54.49 |
| 2022-09-30 | $21M | 412k | 51.23 |
| 2022-06-30 | $15M | 262k | 55.45 |
| 2022-03-31 | $13M | 219k | 61.40 |
| 2021-12-31 | $15M | 240k | 63.19 |
| 2021-09-30 | $13M | 210k | 59.61 |
| 2021-06-30 | $2.6M | 44k | 60.57 |
| 2021-03-31 | $1.0M | 18k | 58.14 |
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