J P Morgan Exchange-traded F shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $688k | 12k | 57.10 |
| 2025-06-30 | $400k | 7.0k | 56.85 |
| 2025-03-31 | $402k | 7.0k | 57.14 |
| 2024-12-31 | $405k | 7.0k | 57.53 |
| 2024-09-30 | $419k | 7.0k | 59.51 |
| 2024-06-30 | $371k | 6.5k | 56.68 |
| 2024-03-31 | $379k | 6.5k | 57.86 |
| 2023-12-31 | $360k | 6.5k | 54.98 |
| 2023-09-30 | $350k | 6.5k | 53.56 |
| 2023-06-30 | $362k | 6.5k | 55.33 |