J P Morgan Exchange-traded F shares owned by Rollins Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Rollins Financial Advisors
from 13F filings
Historical chart of Rollins Financial 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 Rollins Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Rollins Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $365k | 6.4k | 57.10 |
| 2025-06-30 | $383k | 6.7k | 56.85 |
| 2025-03-31 | $432k | 7.6k | 57.14 |
| 2024-12-31 | $450k | 7.8k | 57.53 |
| 2024-09-30 | $440k | 7.4k | 59.51 |
| 2024-03-31 | $218k | 3.8k | 57.86 |
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