J P Morgan Exchange-traded F shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 25k | 57.10 |
| 2025-06-30 | $2.2M | 39k | 56.85 |
| 2025-03-31 | $3.1M | 54k | 57.14 |
| 2024-12-31 | $2.2M | 38k | 57.53 |
| 2024-09-30 | $2.0M | 34k | 59.51 |
| 2024-06-30 | $2.9M | 51k | 56.68 |
| 2024-03-31 | $2.8M | 48k | 57.86 |
| 2023-12-31 | $585k | 11k | 54.98 |
| 2023-09-30 | $403k | 7.5k | 53.56 |
| 2023-06-30 | $442k | 8.0k | 55.33 |
| 2023-03-31 | $436k | 8.0k | 54.60 |
More positions owned by Gladstone Institutional Advisory
View all positions for Gladstone Institutional Advisory