J P Morgan Exchange-traded F shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 274k | 57.10 |
| 2025-06-30 | $15M | 261k | 56.85 |
| 2025-03-31 | $14M | 244k | 57.14 |
| 2024-12-31 | $13M | 227k | 57.53 |
| 2024-09-30 | $13M | 221k | 59.51 |
| 2024-06-30 | $12M | 215k | 56.68 |
| 2024-03-31 | $12M | 208k | 57.86 |
| 2023-12-31 | $11M | 193k | 54.98 |
| 2023-09-30 | $10M | 187k | 53.56 |
| 2023-06-30 | $9.5M | 172k | 55.33 |
| 2023-03-31 | $8.8M | 162k | 54.60 |
| 2022-12-31 | $5.4M | 99k | 54.49 |
| 2022-09-30 | $5.4M | 105k | 50.88 |
| 2022-06-30 | $3.0M | 53k | 55.46 |
| 2022-03-31 | $792k | 13k | 61.39 |