J P Morgan Exchange-traded F shares owned by Mutual Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 98k | 54.98 |
| 2023-09-30 | $19M | 357k | 53.56 |
| 2023-06-30 | $19M | 347k | 55.33 |
| 2023-03-31 | $17M | 319k | 54.60 |
| 2022-12-31 | $20M | 359k | 54.49 |
| 2022-09-30 | $9.6M | 188k | 51.23 |
| 2022-06-30 | $1.7M | 30k | 55.46 |
| 2022-03-31 | $1.3M | 22k | 61.38 |
| 2021-12-31 | $536k | 8.5k | 63.23 |
| 2021-09-30 | $318k | 5.3k | 59.61 |