J P Morgan Exchange-traded F shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment 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 Coastal Investment Advisors 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 Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 8.3k | 57.10 |
| 2025-06-30 | $355k | 6.2k | 56.85 |
| 2025-03-31 | $345k | 6.0k | 57.14 |
| 2024-12-31 | $263k | 4.5k | 57.98 |
| 2024-09-30 | $183k | 3.1k | 59.70 |
| 2024-06-30 | $871k | 15k | 56.68 |
| 2024-03-31 | $1.4M | 23k | 57.86 |
| 2023-12-31 | $1.6M | 30k | 54.98 |
| 2023-09-30 | $3.6M | 65k | 55.33 |
| 2023-06-30 | $3.7M | 66k | 55.33 |
| 2023-03-31 | $3.7M | 68k | 54.60 |
| 2022-12-31 | $3.6M | 65k | 54.49 |
| 2022-09-30 | $3.2M | 63k | 51.23 |
| 2022-06-30 | $3.4M | 61k | 55.50 |
| 2022-03-31 | $3.1M | 50k | 61.41 |
| 2021-12-31 | $1.4M | 22k | 63.21 |
| 2021-09-30 | $1.0M | 17k | 59.61 |
| 2021-06-30 | $314k | 5.2k | 60.63 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors