J P Morgan Exchange-traded F shares owned by Private Advisor
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $49M | 875k | 56.48 |
| 2026-03-31 | $14M | 254k | 56.68 |
| 2025-12-31 | $5.9M | 104k | 57.24 |
| 2025-09-30 | $8.5M | 149k | 57.10 |
| 2025-06-30 | $9.5M | 166k | 56.85 |
| 2025-03-31 | $13M | 229k | 57.14 |
| 2024-12-31 | $8.9M | 154k | 57.53 |
| 2024-09-30 | $9.5M | 160k | 59.51 |
| 2024-06-30 | $8.2M | 145k | 56.68 |
| 2024-03-31 | $8.0M | 138k | 57.86 |
| 2023-12-31 | $8.1M | 147k | 54.98 |
| 2023-09-30 | $6.6M | 124k | 53.56 |
| 2023-06-30 | $5.4M | 97k | 55.86 |
| 2023-03-31 | $1.4M | 25k | 54.60 |
| 2022-12-31 | $637k | 14k | 45.13 |
| 2022-09-30 | $203k | 4.0k | 51.29 |
| 2022-06-30 | $2.4M | 43k | 55.43 |
| 2022-03-31 | $375k | 6.1k | 61.48 |