J P Morgan Exchange-traded F shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group 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 High Net Worth Advisory Group 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 High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 179k | 57.10 |
| 2025-06-30 | $11M | 185k | 56.85 |
| 2025-03-31 | $10M | 178k | 57.14 |
| 2024-12-31 | $10M | 176k | 57.53 |
| 2024-09-30 | $10M | 168k | 59.51 |
| 2024-06-30 | $9.2M | 162k | 56.68 |
| 2024-03-31 | $8.8M | 152k | 57.86 |
| 2023-12-31 | $7.0M | 127k | 54.98 |
| 2023-09-30 | $6.6M | 123k | 53.56 |
| 2023-06-30 | $6.0M | 108k | 55.33 |
| 2023-03-31 | $5.2M | 95k | 54.60 |
| 2022-12-31 | $4.8M | 88k | 54.49 |
| 2022-09-30 | $2.5M | 49k | 51.22 |
| 2022-06-30 | $2.3M | 41k | 55.45 |
| 2022-03-31 | $2.1M | 33k | 62.50 |
| 2021-12-31 | $1.9M | 31k | 63.18 |
More positions owned by High Net Worth Advisory Group
View all positions for High Net Worth Advisory Group