J P Morgan Exchange-traded F shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $15M | 263k | 56.85 |
| 2025-03-31 | $16M | 271k | 57.14 |
| 2024-12-31 | $16M | 275k | 57.53 |
| 2024-09-30 | $16M | 261k | 59.51 |
| 2024-06-30 | $4.4M | 77k | 56.68 |
| 2024-03-31 | $1.2M | 21k | 57.86 |
| 2023-12-31 | $123k | 2.2k | 54.97 |
| 2023-09-30 | $111k | 2.1k | 53.55 |
| 2022-12-31 | $109k | 2.0k | 54.49 |