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J P Morgan Exchange-traded F shares owned by American Trust

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by American Trust from 13F filings

Historical chart of American Trust 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 American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 62k 57.10
2025-06-30 $3.4M 60k 56.85
2025-03-31 $963k 17k 57.14
2024-12-31 $5.0M 87k 57.53