J P Morgan Exchange-traded F shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 5.6k | 57.10 |
| 2025-06-30 | $3.5M | 61k | 56.85 |
| 2025-03-31 | $2.6M | 45k | 57.14 |
| 2024-12-31 | $7.6M | 131k | 57.90 |
| 2024-09-30 | $1.6M | 27k | 59.51 |
| 2024-06-30 | $1.4M | 25k | 56.68 |
| 2024-03-31 | $1.5M | 26k | 57.86 |
| 2023-12-31 | $1.4M | 25k | 55.41 |
| 2023-09-30 | $1.4M | 25k | 53.56 |
| 2023-06-30 | $998k | 18k | 55.33 |