J P Morgan Exchange-traded F shares owned by Financial Advisory Corp
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Financial Advisory Corp
from 13F filings
Historical chart of Financial Advisory Corp investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Financial Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 42k | 59.49 |
| 2024-06-30 | $2.4M | 43k | 56.68 |
| 2024-03-31 | $2.5M | 44k | 57.85 |
| 2023-12-31 | $2.4M | 43k | 54.97 |
| 2023-09-30 | $2.3M | 43k | 53.55 |
| 2023-06-30 | $2.9M | 53k | 55.33 |
| 2023-03-31 | $2.7M | 50k | 54.59 |
| 2022-12-31 | $3.3M | 60k | 54.48 |
| 2022-09-30 | $1.5M | 29k | 51.24 |
| 2022-06-30 | $1.5M | 28k | 55.47 |
| 2022-03-31 | $1.7M | 27k | 61.40 |
| 2021-12-31 | $1.2M | 18k | 63.18 |