J P Morgan Exchange-traded F shares owned by United Advisor Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 57k | 57.10 |
| 2025-06-30 | $2.3M | 40k | 56.85 |
| 2025-03-31 | $2.4M | 42k | 57.14 |
| 2024-12-31 | $2.4M | 42k | 57.53 |
| 2024-09-30 | $1.6M | 27k | 59.51 |
| 2024-06-30 | $1.1M | 20k | 56.68 |
| 2024-03-31 | $869k | 15k | 57.86 |