J P Morgan Exchange-traded F shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 91k | 59.51 |
| 2024-06-30 | $4.6M | 82k | 56.68 |
| 2024-03-31 | $3.6M | 62k | 57.86 |
| 2023-12-31 | $2.3M | 42k | 54.98 |
| 2023-09-30 | $1.8M | 34k | 53.56 |
| 2023-06-30 | $1.8M | 32k | 55.33 |
| 2023-03-31 | $1.6M | 30k | 54.60 |
| 2022-12-31 | $1.4M | 26k | 54.49 |
| 2022-09-30 | $994k | 19k | 51.22 |
| 2022-06-30 | $730k | 13k | 55.42 |
| 2022-03-31 | $83k | 1.4k | 61.48 |
| 2021-12-31 | $66k | 1.1k | 62.86 |
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