J P Morgan Exchange-traded F shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 4.0k | 57.10 |
| 2025-06-30 | $290k | 5.1k | 56.85 |
| 2025-03-31 | $292k | 5.1k | 57.14 |
| 2024-12-31 | $294k | 5.1k | 57.53 |
| 2024-09-30 | $304k | 5.1k | 59.51 |