J P Morgan Exchange-traded F shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 15k | 57.10 |
| 2025-06-30 | $608k | 11k | 56.85 |
| 2025-03-31 | $596k | 10k | 57.14 |
| 2024-12-31 | $626k | 11k | 57.53 |
| 2024-09-30 | $598k | 10k | 59.51 |
| 2024-06-30 | $559k | 9.9k | 56.68 |
| 2024-03-31 | $561k | 9.7k | 57.86 |
| 2023-09-30 | $499k | 9.3k | 53.56 |
| 2023-06-30 | $568k | 10k | 55.33 |
| 2023-03-31 | $494k | 9.0k | 54.60 |
| 2022-12-31 | $475k | 8.7k | 54.49 |
| 2022-09-30 | $446k | 8.7k | 51.18 |
More positions owned by Capstone Financial Advisors
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