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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
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