J P Morgan Exchange-traded F shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 350k | 57.10 |
| 2025-06-30 | $22M | 379k | 56.85 |
| 2025-03-31 | $21M | 364k | 57.14 |
| 2024-12-31 | $15M | 263k | 57.53 |
| 2024-09-30 | $15M | 248k | 59.51 |
| 2024-06-30 | $17M | 304k | 56.68 |
| 2024-03-31 | $3.6M | 61k | 57.86 |
| 2023-12-31 | $2.7M | 49k | 54.98 |
| 2023-09-30 | $8.8M | 164k | 53.56 |
| 2023-06-30 | $3.5M | 63k | 55.33 |
More positions owned by Warren Averett Asset Management
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