J P Morgan Exchange-traded F shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 60k | 57.10 |
| 2025-06-30 | $249k | 4.4k | 56.85 |
| 2025-03-31 | $233k | 4.1k | 57.14 |
| 2024-09-30 | $254k | 4.3k | 59.52 |
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