J P Morgan Exchange-traded F shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 326k | 57.10 |
| 2025-06-30 | $15M | 260k | 56.85 |
| 2025-03-31 | $14M | 243k | 57.14 |
| 2024-12-31 | $13M | 221k | 57.53 |
| 2024-09-30 | $13M | 217k | 59.51 |
| 2024-06-30 | $12M | 210k | 56.68 |
| 2024-03-31 | $19M | 333k | 57.86 |
| 2023-12-31 | $22M | 399k | 54.98 |
| 2023-09-30 | $19M | 353k | 53.56 |
| 2023-06-30 | $20M | 355k | 55.33 |
| 2023-03-31 | $27M | 500k | 54.60 |
| 2022-12-31 | $25M | 453k | 54.49 |
| 2022-09-30 | $19M | 368k | 51.23 |
| 2022-06-30 | $14M | 259k | 55.45 |
| 2022-03-31 | $2.4M | 40k | 61.39 |
| 2021-12-31 | $208k | 3.3k | 63.65 |
| 2020-09-30 | $32k | 601 | 53.24 |
| 2020-06-30 | $30k | 593 | 50.59 |
More positions owned by Captrust Financial Advisors
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