J P Morgan Exchange-traded F shares owned by Source Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-12-31 | $2.3M | 42k | 54.98 |
| 2023-09-30 | $2.3M | 43k | 53.56 |
| 2023-06-30 | $2.7M | 48k | 55.33 |
| 2023-03-31 | $1.7M | 31k | 54.60 |
| 2022-12-31 | $2.0M | 36k | 54.49 |
| 2022-09-30 | $2.1M | 41k | 51.22 |
| 2022-06-30 | $6.0M | 109k | 55.45 |
| 2022-03-31 | $4.4M | 72k | 61.40 |
| 2021-12-31 | $4.7M | 74k | 63.19 |
| 2021-09-30 | $2.8M | 46k | 59.61 |
| 2021-06-30 | $731k | 12k | 60.54 |