J P Morgan Exchange-traded F shares owned by Sontag Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.8M | 68k | 56.68 |
| 2025-12-31 | $1.5M | 27k | 57.24 |
| 2025-09-30 | $1.8M | 32k | 57.10 |
| 2025-06-30 | $1.8M | 32k | 56.85 |
| 2025-03-31 | $416k | 7.3k | 57.14 |
| 2024-12-31 | $424k | 7.4k | 57.53 |
| 2024-06-30 | $1.9M | 33k | 56.68 |
| 2023-09-30 | $233k | 4.3k | 53.56 |