J P Morgan Exchange-traded F shares owned by Investment Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Investment Advisory Services
from 13F filings
Historical chart of Investment Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 251k | 59.51 |
| 2024-06-30 | $13M | 235k | 56.68 |
| 2024-03-31 | $13M | 228k | 57.86 |
| 2023-12-31 | $13M | 229k | 54.98 |
| 2023-09-30 | $12M | 232k | 53.56 |
| 2023-06-30 | $13M | 238k | 55.33 |
| 2023-03-31 | $10M | 183k | 54.63 |
| 2022-12-31 | $8.4M | 151k | 55.60 |
| 2022-09-30 | $5.7M | 111k | 51.23 |
| 2022-06-30 | $4.8M | 85k | 56.03 |
| 2022-03-31 | $662k | 11k | 61.42 |
| 2021-12-31 | $511k | 8.1k | 63.22 |
| 2021-09-30 | $366k | 6.1k | 59.59 |
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