J P Morgan Exchange-traded F shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 5.2k | 57.11 |
| 2025-06-30 | $255k | 4.5k | 56.85 |
| 2025-03-31 | $259k | 4.5k | 57.14 |
| 2024-12-31 | $261k | 4.5k | 57.49 |
| 2024-09-30 | $267k | 4.5k | 59.50 |
| 2024-06-30 | $226k | 4.0k | 56.68 |
| 2024-03-31 | $136k | 2.3k | 57.86 |
| 2023-12-31 | $126k | 2.3k | 54.97 |
| 2023-06-30 | $82k | 1.5k | 55.33 |
More positions owned by VisionPoint Advisory Group
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