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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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