J P Morgan Exchange-traded F shares owned by AE Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 244k | 57.27 |
| 2025-09-30 | $10M | 178k | 57.21 |
| 2025-06-30 | $9.4M | 165k | 56.87 |
| 2025-03-31 | $10M | 183k | 57.11 |
| 2024-12-31 | $11M | 215k | 53.00 |
| 2024-09-30 | $14M | 229k | 59.51 |
| 2024-06-30 | $0 | 224k | 0.00 |
| 2024-03-31 | $0 | 201k | 0.00 |
| 2023-12-31 | $61M | 1.1M | 55.94 |
| 2023-09-30 | $54M | 1.0M | 53.56 |
| 2023-06-30 | $55M | 990k | 55.33 |
| 2023-03-31 | $33M | 604k | 54.60 |
| 2022-12-31 | $12M | 212k | 54.49 |
| 2022-09-30 | $4.3M | 83k | 51.23 |
| 2022-06-30 | $1.1M | 20k | 55.45 |
| 2022-03-31 | $1.2M | 19k | 61.39 |
| 2021-12-31 | $874k | 14k | 63.18 |
| 2021-09-30 | $905k | 15k | 59.59 |
| 2021-06-30 | $460k | 7.6k | 60.59 |
| 2021-03-31 | $426k | 7.3k | 58.09 |