J P Morgan Exchange-traded F shares owned by Appleton Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 262k | 57.10 |
| 2025-06-30 | $15M | 260k | 56.85 |
| 2025-03-31 | $15M | 260k | 57.14 |
| 2024-12-31 | $15M | 252k | 57.53 |
| 2024-09-30 | $14M | 240k | 59.51 |
| 2024-06-30 | $13M | 235k | 56.68 |
| 2024-03-31 | $13M | 231k | 57.86 |
| 2023-12-31 | $12M | 214k | 54.98 |
| 2023-09-30 | $10M | 194k | 53.56 |
| 2023-06-30 | $9.3M | 169k | 55.33 |
| 2023-03-31 | $3.4M | 62k | 54.59 |
| 2022-12-31 | $2.9M | 54k | 54.50 |
| 2022-09-30 | $1.2M | 24k | 51.21 |
| 2022-06-30 | $425k | 7.7k | 55.46 |