J P Morgan Exchange-traded F shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 53k | 57.10 |
| 2025-06-30 | $2.9M | 51k | 56.85 |
| 2025-03-31 | $1.5M | 27k | 57.14 |
| 2024-12-31 | $250k | 4.3k | 57.52 |
| 2024-09-30 | $547k | 9.2k | 59.51 |
| 2024-06-30 | $854k | 15k | 56.68 |
| 2024-03-31 | $909k | 16k | 57.86 |
| 2023-12-31 | $837k | 15k | 54.98 |
| 2023-09-30 | $834k | 16k | 53.56 |