J P Morgan Exchange-traded F shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG 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 PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 65k | 57.10 |
| 2025-06-30 | $7.4M | 131k | 56.85 |
| 2025-03-31 | $7.3M | 127k | 57.14 |
| 2024-12-31 | $7.0M | 121k | 57.53 |
| 2024-09-30 | $5.6M | 95k | 59.51 |
| 2024-06-30 | $5.1M | 89k | 56.68 |
| 2024-03-31 | $5.4M | 94k | 57.86 |
| 2023-12-31 | $5.2M | 94k | 54.98 |
| 2023-09-30 | $2.4M | 45k | 53.56 |
| 2023-06-30 | $2.4M | 43k | 55.33 |
| 2023-03-31 | $1.1M | 20k | 54.60 |
| 2022-12-31 | $1.3M | 23k | 54.49 |
| 2022-09-30 | $994k | 19k | 51.22 |
| 2022-06-30 | $986k | 18k | 55.47 |
| 2022-03-31 | $1.1M | 18k | 61.42 |
| 2021-12-31 | $929k | 15k | 61.46 |
| 2021-09-30 | $781k | 13k | 59.65 |