J P Morgan Exchange-traded F shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 41k | 57.10 |
| 2025-06-30 | $2.4M | 42k | 56.86 |
| 2025-03-31 | $1.3M | 23k | 57.14 |
| 2024-12-31 | $921k | 16k | 57.53 |
| 2024-09-30 | $940k | 16k | 59.51 |
| 2024-06-30 | $587k | 10k | 56.68 |
| 2024-03-31 | $375k | 6.5k | 57.86 |
| 2023-12-31 | $372k | 6.8k | 54.98 |
| 2023-09-30 | $314k | 5.9k | 53.56 |
| 2023-06-30 | $440k | 7.9k | 55.33 |
| 2023-03-31 | $324k | 5.9k | 54.60 |