J P Morgan Exchange-traded F shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $11M | 196k | 56.68 |
| 2025-12-31 | $398k | 7.0k | 57.24 |
| 2025-06-30 | $808k | 14k | 56.85 |
| 2025-03-31 | $92k | 1.6k | 57.14 |
| 2024-12-31 | $55k | 957 | 57.50 |
| 2024-09-30 | $56k | 938 | 59.50 |
| 2024-06-30 | $125k | 2.2k | 56.69 |
| 2024-03-31 | $127k | 2.2k | 57.85 |
| 2023-12-31 | $126k | 2.3k | 54.98 |
| 2023-09-30 | $122k | 2.3k | 53.56 |
| 2023-06-30 | $127k | 2.3k | 55.33 |
| 2023-03-31 | $125k | 2.3k | 54.60 |
| 2022-12-31 | $125k | 2.3k | 54.49 |
| 2022-09-30 | $72k | 1.4k | 51.06 |
| 2022-03-31 | $52k | 850 | 61.18 |