J P Morgan Exchange-traded F shares owned by Sovran Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sovran Advisors
from 13F filings
Historical chart of Sovran Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sovran Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 45k | 56.91 |
| 2025-06-30 | $2.1M | 38k | 56.81 |
| 2025-03-31 | $2.9M | 54k | 53.76 |
| 2024-12-31 | $3.2M | 56k | 57.50 |