J P Morgan Exchange-traded F shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 11k | 57.10 |
| 2025-06-30 | $425k | 7.5k | 56.85 |
| 2025-03-31 | $454k | 7.9k | 57.14 |
| 2024-12-31 | $402k | 6.8k | 58.84 |
| 2024-09-30 | $378k | 6.3k | 59.51 |
| 2024-06-30 | $357k | 6.3k | 56.69 |
| 2024-03-31 | $258k | 4.5k | 57.87 |
| 2023-09-30 | $456k | 8.5k | 53.56 |
| 2023-06-30 | $292k | 5.3k | 55.34 |
| 2023-03-31 | $251k | 4.6k | 54.60 |
| 2022-12-31 | $269k | 4.9k | 54.49 |