J P Morgan Exchange-traded F shares owned by Diversify Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Diversify Advisory Services
from 13F filings
Historical chart of Diversify Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Diversify Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 31k | 56.39 |
| 2025-06-30 | $1.5M | 26k | 56.34 |
| 2025-03-31 | $637k | 12k | 55.28 |
| 2024-12-31 | $1.1M | 19k | 57.06 |
| 2024-09-30 | $1.4M | 23k | 59.60 |
| 2024-06-30 | $1.2M | 21k | 56.13 |
| 2024-03-31 | $1.4M | 24k | 57.27 |
More positions owned by Diversify Advisory Services
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