J P Morgan Exchange-traded F shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 51k | 57.10 |
| 2025-06-30 | $3.4M | 59k | 56.85 |
| 2025-03-31 | $4.3M | 76k | 57.14 |
| 2024-12-31 | $6.0M | 103k | 57.53 |
| 2024-09-30 | $6.3M | 106k | 59.51 |
| 2024-06-30 | $5.9M | 105k | 56.68 |
| 2024-03-31 | $6.4M | 110k | 57.86 |
| 2023-12-31 | $7.1M | 129k | 54.98 |
| 2023-09-30 | $863k | 16k | 53.56 |
| 2023-06-30 | $201k | 3.6k | 55.33 |
| 2022-03-31 | $1.2M | 19k | 61.39 |
| 2021-12-31 | $940k | 15k | 63.18 |