J P Morgan Exchange-traded F shares owned by Fortis Capital Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fortis Capital Advisors
from 13F filings
Historical chart of Fortis Capital Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Fortis Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Fortis Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $258k | 4.5k | 57.87 |
| 2023-09-30 | $456k | 8.5k | 53.56 |
| 2023-06-30 | $292k | 5.3k | 55.34 |
| 2023-03-31 | $251k | 4.6k | 54.60 |
| 2022-12-31 | $269k | 4.9k | 54.49 |