J P Morgan Exchange-traded F shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 14k | 57.10 |
| 2025-06-30 | $860k | 15k | 56.85 |
| 2025-03-31 | $818k | 14k | 57.14 |
| 2024-12-31 | $816k | 14k | 57.53 |
| 2024-09-30 | $757k | 13k | 59.51 |
| 2024-06-30 | $1.9M | 33k | 56.68 |
| 2024-03-31 | $9.6M | 166k | 57.86 |
| 2023-12-31 | $8.9M | 162k | 54.98 |
| 2023-09-30 | $6.8M | 127k | 53.56 |
| 2023-06-30 | $7.5M | 136k | 55.33 |
| 2023-03-31 | $218k | 4.0k | 54.60 |
More positions owned by Morris Retirement Advisors
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