J P Morgan Exchange-traded F shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $9.4M | 165k | 56.68 |
| 2025-12-31 | $1.4M | 24k | 57.24 |
| 2025-09-30 | $1.6M | 28k | 57.10 |
| 2025-06-30 | $1.5M | 26k | 56.85 |
| 2025-03-31 | $921k | 16k | 57.14 |
| 2024-12-31 | $763k | 13k | 57.53 |
| 2024-09-30 | $867k | 15k | 59.51 |
| 2024-06-30 | $788k | 14k | 56.68 |
| 2024-03-31 | $930k | 16k | 57.86 |
| 2023-12-31 | $1.0M | 19k | 54.98 |
| 2023-09-30 | $1.3M | 25k | 53.56 |
| 2023-06-30 | $986k | 18k | 55.33 |
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