J P Morgan Exchange-traded F shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 24k | 56.91 |
| 2025-06-30 | $1.3M | 23k | 56.85 |
| 2025-03-31 | $1.5M | 27k | 57.14 |
| 2024-12-31 | $1.3M | 23k | 57.53 |
| 2024-09-30 | $1.5M | 25k | 59.51 |
| 2024-06-30 | $1.1M | 20k | 56.68 |
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-12-31 | $1.5M | 28k | 54.98 |
| 2023-09-30 | $2.0M | 37k | 53.56 |
| 2023-06-30 | $2.9M | 53k | 55.33 |
| 2023-03-31 | $9.7M | 119k | 81.90 |
| 2022-12-31 | $5.6M | 104k | 54.49 |
| 2022-09-30 | $2.6M | 50k | 51.24 |
| 2022-03-31 | $1.9M | 31k | 61.40 |
| 2021-12-31 | $981k | 16k | 63.23 |
| 2021-09-30 | $572k | 9.6k | 59.59 |