J P Morgan Exchange-traded F shares owned by Lido Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 395k | 57.10 |
| 2025-06-30 | $16M | 289k | 56.85 |
| 2025-03-31 | $2.6M | 46k | 57.14 |
| 2024-12-31 | $2.5M | 43k | 57.92 |
| 2024-09-30 | $2.0M | 34k | 59.51 |
| 2024-06-30 | $2.1M | 38k | 56.68 |
| 2024-03-31 | $2.0M | 34k | 57.86 |
| 2023-12-31 | $1.5M | 27k | 55.41 |
| 2023-09-30 | $1.2M | 23k | 53.56 |
| 2023-06-30 | $995k | 18k | 55.33 |
| 2023-03-31 | $1.1M | 21k | 54.59 |
| 2022-12-31 | $348k | 6.4k | 54.49 |
| 2022-09-30 | $214k | 4.2k | 51.21 |
| 2022-06-30 | $277k | 5.0k | 55.29 |