J P Morgan Exchange-traded F shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 529k | 57.10 |
| 2025-06-30 | $30M | 523k | 56.85 |
| 2025-03-31 | $20M | 343k | 57.14 |
| 2024-12-31 | $25M | 434k | 57.53 |
| 2024-09-30 | $24M | 411k | 59.51 |
| 2024-06-30 | $23M | 397k | 56.68 |
| 2024-03-31 | $23M | 397k | 57.86 |
| 2023-12-31 | $20M | 371k | 54.98 |
| 2023-09-30 | $18M | 342k | 53.56 |
| 2023-06-30 | $16M | 282k | 55.33 |
| 2023-03-31 | $9.5M | 174k | 54.60 |
| 2022-12-31 | $5.6M | 103k | 54.49 |
| 2022-09-30 | $5.0M | 98k | 51.23 |
| 2022-06-30 | $3.7M | 66k | 55.45 |
| 2022-03-31 | $1.2M | 19k | 61.38 |
| 2021-12-31 | $1.1M | 18k | 63.17 |
| 2021-06-30 | $644k | 11k | 60.58 |
| 2021-03-31 | $340k | 5.8k | 58.18 |