J P Morgan Exchange-traded F shares owned by Sowell Financial Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 104k | 57.10 |
| 2025-06-30 | $6.0M | 105k | 56.85 |
| 2025-03-31 | $6.0M | 105k | 57.14 |
| 2024-12-31 | $6.0M | 104k | 57.53 |
| 2024-09-30 | $8.3M | 140k | 59.51 |
| 2024-06-30 | $8.8M | 155k | 56.68 |
| 2024-03-31 | $9.1M | 158k | 57.86 |
| 2023-12-31 | $10M | 185k | 55.36 |
| 2023-09-30 | $9.1M | 170k | 53.56 |
| 2023-06-30 | $8.5M | 153k | 55.33 |
| 2023-03-31 | $3.8M | 69k | 54.60 |
| 2022-12-31 | $3.6M | 66k | 54.58 |
| 2022-09-30 | $2.3M | 45k | 51.22 |
| 2021-12-31 | $939k | 15k | 63.65 |
| 2021-09-30 | $738k | 12k | 59.59 |
| 2021-06-30 | $880k | 15k | 60.56 |
| 2021-03-31 | $1.9M | 32k | 59.56 |
| 2020-12-31 | $1.0k | 24 | 41.67 |
| 2020-09-30 | $1.4M | 26k | 53.32 |