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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

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View all positions for Capstone Financial Advisors

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Global Assets Advisory
UBS Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
RiverFront Investment Group
HighTower Advisors
Raymond James & Associates
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding J P Morgan Exchange-traded F