J P Morgan Exchange-traded F shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland 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 Ulland Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 91k | 57.10 |
| 2025-06-30 | $5.3M | 94k | 56.85 |
| 2025-03-31 | $4.4M | 78k | 57.14 |
| 2024-12-31 | $31k | 530 | 58.49 |
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