J P Morgan Exchange-traded F shares owned by Asset Allocation Strategies
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Asset Allocation Strategies
from 13F filings
Historical chart of Asset Allocation Strategies investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Asset Allocation Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 86k | 57.10 |
| 2025-06-30 | $2.0M | 35k | 56.85 |
| 2024-12-31 | $1.4M | 24k | 59.04 |
| 2024-09-30 | $991k | 17k | 59.51 |
| 2024-06-30 | $784k | 14k | 56.68 |
| 2024-03-31 | $540k | 9.3k | 57.86 |
| 2023-09-30 | $375k | 7.0k | 53.56 |
| 2023-06-30 | $303k | 5.5k | 55.33 |
| 2022-12-31 | $242k | 4.4k | 54.49 |
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