J P Morgan Exchange-traded F shares owned by Clear Point Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Clear Point Advisors
from 13F filings
Historical chart of Clear Point 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 Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Clear Point Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 5.4k | 57.10 |
| 2025-06-30 | $285k | 5.0k | 56.85 |
| 2025-03-31 | $280k | 4.9k | 57.14 |
| 2024-12-31 | $302k | 5.3k | 57.53 |
| 2024-09-30 | $271k | 4.6k | 59.51 |
| 2024-06-30 | $212k | 3.7k | 56.67 |
| 2024-03-31 | $214k | 3.7k | 57.87 |
| 2023-12-31 | $200k | 3.6k | 54.98 |