J P Morgan Exchange-traded F shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $225k | 4.0k | 56.69 |
| 2025-09-30 | $4.7M | 83k | 57.10 |
| 2025-06-30 | $4.8M | 84k | 56.85 |
| 2025-03-31 | $7.8M | 137k | 57.14 |
| 2024-12-31 | $7.7M | 135k | 57.53 |
| 2024-09-30 | $7.9M | 134k | 59.12 |
| 2024-06-30 | $307k | 5.4k | 56.68 |
| 2024-03-31 | $387k | 6.7k | 57.86 |
More positions owned by Kovitz Investment Group Partners
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