Ownership history in FIRST FOUNDATION ADVISORS · 19 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in J P MORGAN EXCHANGE-TRADED F (JEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,511,059 | +17,778 | +1.2% | 3.26% | $86.5M | $56.57 |
| 2025 Q3 | ADDED | 1,493,281 | +62,517 | +4.4% | 3.15% | $85.3M | $54.97 |
| 2025 Q2 | REDUCED | 1,430,764 | -72,105 | -4.8% | 3.01% | $81.3M | $53.65 |
| 2025 Q1 | REDUCED | 1,502,869 | -93,533 | -5.9% | 3.50% | $85.9M | $52.56 |
| 2024 Q4 | ADDED | 1,596,402 | +151,673 | +10.5% | 3.46% | $91.8M | $52.33 |
| 2024 Q3 | ADDED | 1,444,729 | +34,902 | +2.5% | 3.24% | $86.0M | $52.72 |
| 2024 Q2 | ADDED | 1,409,827 | +206,732 | +17.2% | 3.05% | $79.9M | $49.33 |
| 2024 Q1 | ADDED | 1,203,095 | +576,068 | +91.9% | 2.79% | $69.6M | $49.45 |
| 2023 Q4 | ADDED | 627,027 | +10,230 | +1.7% | 1.57% | $34.5M | $46.49 |
| 2023 Q3 | ADDED | 616,797 | +276,953 | +81.5% | 1.54% | $33.0M | $44.01 |
As of 2025 Q4 — sorted by position size