J P Morgan Exchange-traded F shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $705k | 12k | 56.85 |
| 2025-03-31 | $1.1M | 19k | 57.14 |
| 2024-12-31 | $1.1M | 19k | 57.53 |
| 2024-09-30 | $1.0M | 17k | 59.51 |
| 2024-06-30 | $969k | 17k | 56.68 |
| 2024-03-31 | $981k | 17k | 57.86 |
| 2023-12-31 | $870k | 16k | 54.98 |
| 2023-09-30 | $848k | 16k | 53.56 |
| 2023-06-30 | $836k | 16k | 54.05 |
| 2023-03-31 | $814k | 15k | 54.60 |
| 2022-12-31 | $537k | 9.9k | 54.49 |
| 2022-09-30 | $494k | 9.7k | 51.19 |
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