J P Morgan Exchange-traded F shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 43k | 57.10 |
| 2025-06-30 | $2.4M | 42k | 56.85 |
| 2025-03-31 | $3.1M | 54k | 57.14 |
| 2024-12-31 | $9.1M | 158k | 57.53 |
| 2024-09-30 | $8.2M | 138k | 59.51 |
| 2024-06-30 | $7.2M | 127k | 56.68 |
| 2024-03-31 | $5.8M | 101k | 57.86 |
| 2023-09-30 | $3.6M | 68k | 53.56 |
| 2023-06-30 | $3.4M | 61k | 55.33 |
| 2023-03-31 | $2.7M | 50k | 54.60 |
| 2022-12-31 | $1.2M | 23k | 54.49 |
| 2022-09-30 | $1.2M | 23k | 51.24 |
| 2022-06-30 | $1.0M | 18k | 55.44 |
| 2022-03-31 | $650k | 11k | 61.32 |
| 2021-12-31 | $553k | 8.8k | 63.19 |
| 2021-09-30 | $483k | 8.1k | 59.63 |