J P Morgan Exchange-traded F shares owned by Southeast Asset Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Southeast Asset Advisors
from 13F filings
Historical chart of Southeast Asset Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Southeast Asset Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Southeast Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 102k | 57.10 |
| 2025-06-30 | $6.3M | 111k | 56.85 |
| 2025-03-31 | $5.9M | 102k | 57.14 |
| 2024-12-31 | $5.6M | 98k | 57.53 |
| 2024-09-30 | $5.3M | 89k | 59.51 |
| 2024-06-30 | $5.0M | 87k | 56.68 |
| 2024-03-31 | $4.0M | 70k | 57.86 |