J P Morgan Exchange-traded F shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $16M | 286k | 56.71 |
| 2025-12-31 | $15M | 266k | 57.24 |
| 2025-09-30 | $2.4M | 42k | 57.10 |
| 2025-06-30 | $1.7M | 30k | 56.85 |
| 2025-03-31 | $1.6M | 28k | 57.14 |
| 2024-12-31 | $1.5M | 26k | 57.53 |
| 2024-09-30 | $1.5M | 25k | 59.51 |
| 2024-06-30 | $1.5M | 26k | 56.68 |
| 2024-03-31 | $2.0M | 34k | 57.86 |
| 2023-12-31 | $328k | 6.0k | 54.98 |
| 2023-03-31 | $1.2M | 21k | 54.60 |
| 2022-12-31 | $3.6M | 66k | 54.49 |
| 2022-09-30 | $4.0M | 79k | 51.23 |
| 2022-06-30 | $3.4M | 62k | 55.46 |
| 2022-03-31 | $2.0M | 32k | 61.39 |
| 2021-12-31 | $1.4M | 23k | 63.18 |
| 2021-09-30 | $1.3M | 21k | 59.63 |
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