J P Morgan Exchange-traded F shares owned by Smith Thornton Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Smith Thornton Advisors
from 13F filings
Historical chart of Smith Thornton Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Smith Thornton Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $275k | 4.8k | 57.24 |
| 2025-09-30 | $271k | 4.7k | 57.10 |
| 2025-06-30 | $251k | 4.4k | 56.85 |
| 2025-03-31 | $267k | 4.7k | 57.14 |
| 2024-12-31 | $292k | 5.1k | 57.53 |
| 2024-09-30 | $295k | 5.0k | 59.51 |
| 2024-06-30 | $270k | 4.8k | 56.68 |