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J P Morgan Exchange-traded F shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 22k 54.98
2023-09-30 $1.5M 29k 53.56
2023-06-30 $46M 829k 55.33
2023-03-31 $50M 915k 54.60
2022-12-31 $46M 845k 54.49
2022-09-30 $54M 1.0M 51.23
2022-06-30 $44M 801k 55.45