J P Morgan Exchange-traded F shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 3.9k | 57.10 |
| 2025-06-30 | $215k | 3.8k | 56.85 |
| 2025-03-31 | $226k | 3.9k | 57.15 |
| 2024-12-31 | $410k | 7.1k | 57.53 |
| 2024-09-30 | $224k | 3.8k | 59.52 |
| 2024-06-30 | $228k | 4.0k | 57.33 |
| 2024-03-31 | $408k | 7.0k | 57.86 |
| 2023-12-31 | $258k | 4.7k | 54.98 |
| 2023-09-30 | $233k | 4.4k | 53.38 |
| 2023-03-31 | $242k | 4.4k | 54.61 |
| 2022-12-31 | $235k | 4.3k | 54.50 |