J P Morgan Exchange-traded F shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $229k | 4.0k | 56.68 |
| 2025-06-30 | $202k | 3.6k | 56.85 |
| 2025-03-31 | $396k | 6.9k | 57.14 |
| 2024-12-31 | $569k | 9.9k | 57.53 |
| 2024-09-30 | $281k | 4.7k | 59.51 |
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