J P Morgan Exchange-traded F shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 512k | 57.10 |
| 2025-06-30 | $25M | 439k | 56.85 |
| 2025-03-31 | $25M | 431k | 57.14 |
| 2024-12-31 | $23M | 407k | 57.53 |
| 2024-09-30 | $8.1M | 137k | 59.51 |
| 2024-06-30 | $10M | 178k | 56.68 |
| 2024-03-31 | $4.1M | 71k | 57.86 |
| 2023-12-31 | $4.7M | 85k | 54.98 |
| 2023-09-30 | $2.9M | 55k | 53.56 |
| 2023-06-30 | $2.8M | 50k | 55.33 |
| 2023-03-31 | $2.0M | 36k | 54.60 |
| 2022-12-31 | $2.7M | 49k | 54.49 |
| 2022-09-30 | $212k | 4.1k | 51.29 |