J P Morgan Exchange-traded F shares owned by LVZ Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by LVZ Advisors
from 13F filings
Historical chart of LVZ Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by LVZ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $438k | 7.4k | 59.51 |
| 2024-06-30 | $493k | 8.7k | 56.68 |
| 2024-03-31 | $527k | 9.1k | 57.86 |
| 2023-12-31 | $632k | 12k | 54.98 |
| 2023-09-30 | $864k | 16k | 53.56 |
| 2023-06-30 | $1.7M | 30k | 55.33 |
| 2023-03-31 | $1.7M | 30k | 54.60 |
| 2022-12-31 | $1.3M | 25k | 54.49 |
| 2022-09-30 | $1.0M | 20k | 51.24 |
| 2022-06-30 | $960k | 17k | 55.45 |
| 2022-03-31 | $1.1M | 17k | 61.39 |
| 2021-12-31 | $1.1M | 17k | 63.22 |