J P Morgan Exchange-traded F shares owned by Investment Planning Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Investment Planning Advisors
from 13F filings
Historical chart of Investment Planning Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Investment Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 35k | 57.10 |
| 2025-06-30 | $2.9M | 51k | 56.85 |
| 2025-03-31 | $3.8M | 66k | 57.14 |
| 2024-12-31 | $3.9M | 68k | 57.53 |
| 2024-09-30 | $3.8M | 67k | 56.68 |
| 2024-06-30 | $3.8M | 67k | 56.68 |
More positions owned by Investment Planning Advisors
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