J P Morgan Exchange-traded F shares owned by Sage Advisory Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sage Advisory Services
from 13F filings
Historical chart of Sage Advisory Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sage Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $236k | 4.1k | 57.00 |
| 2025-06-30 | $230k | 4.0k | 56.89 |
| 2025-03-31 | $217k | 3.8k | 57.27 |
| 2024-12-31 | $218k | 3.8k | 57.61 |
| 2024-09-30 | $564k | 10k | 56.63 |
| 2024-06-30 | $564k | 10k | 56.63 |
| 2024-03-31 | $794k | 14k | 57.83 |
| 2023-12-31 | $23M | 420k | 54.98 |
| 2023-09-30 | $33M | 609k | 53.56 |
| 2023-06-30 | $33M | 587k | 55.33 |
| 2023-03-31 | $32M | 591k | 54.60 |
| 2022-12-31 | $23M | 414k | 54.49 |
| 2022-09-30 | $6.3M | 124k | 51.23 |
| 2022-06-30 | $6.3M | 113k | 55.45 |
| 2022-03-31 | $7.9M | 128k | 61.40 |
| 2021-12-31 | $5.6M | 88k | 63.19 |