Resonant Capital Advisors »

J P Morgan Exchange-traded F shares owned by Resonant Capital Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Resonant Capital Advisors from 13F filings

Historical chart of Resonant Capital Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 179k 57.10
2025-06-30 $9.3M 164k 56.85
2025-03-31 $9.2M 161k 57.14
2024-12-31 $8.4M 146k 57.90
2024-09-30 $8.3M 140k 59.51
2024-06-30 $7.5M 132k 56.68
2024-03-31 $6.6M 114k 57.86
2023-12-31 $5.8M 105k 55.40