J P Morgan Exchange-traded F shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 285k | 56.85 |
| 2025-06-30 | $13M | 233k | 56.78 |
| 2025-03-31 | $13M | 232k | 54.82 |
| 2024-12-31 | $12M | 197k | 58.50 |
| 2024-09-30 | $9.8M | 163k | 59.97 |
| 2024-06-30 | $6.8M | 120k | 56.86 |
| 2024-03-31 | $4.8M | 84k | 57.21 |
| 2023-12-31 | $1.3M | 23k | 55.12 |
| 2023-09-30 | $1.2M | 22k | 53.80 |
| 2023-06-30 | $940k | 17k | 55.92 |
| 2023-03-31 | $357k | 6.5k | 54.86 |
| 2022-12-31 | $235k | 4.3k | 55.19 |
More positions owned by Mountain Capital Investment Advisors
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