J P Morgan Exchange-traded F shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 226k | 57.24 |
| 2025-09-30 | $9.7M | 170k | 57.10 |
| 2025-06-30 | $8.8M | 155k | 56.85 |
| 2025-03-31 | $7.0M | 122k | 57.14 |
| 2024-12-31 | $5.5M | 96k | 57.53 |
| 2024-09-30 | $4.9M | 83k | 59.51 |
| 2024-06-30 | $4.3M | 77k | 56.68 |
| 2024-03-31 | $3.3M | 57k | 57.86 |
| 2023-12-31 | $2.7M | 49k | 54.98 |
| 2023-09-30 | $2.4M | 44k | 53.56 |
| 2023-06-30 | $1.6M | 29k | 55.33 |
| 2023-03-31 | $196k | 3.6k | 54.59 |
| 2022-12-31 | $60k | 1.1k | 54.51 |
| 2022-09-30 | $21k | 401 | 52.37 |
| 2022-06-30 | $6.0k | 101 | 59.41 |
| 2021-12-31 | $63k | 1.0k | 63.00 |
| 2021-09-30 | $60k | 1.0k | 60.00 |
| 2021-06-30 | $61k | 1.0k | 61.00 |
| 2021-03-31 | $58k | 1.0k | 58.00 |
More positions owned by Capital Investment Advisory Services
View all positions for Capital Investment Advisory Services