J P Morgan Exchange-traded F shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 9.9k | 57.10 |
| 2025-06-30 | $438k | 7.7k | 56.85 |
| 2025-03-31 | $76k | 1.3k | 57.13 |
| 2024-12-31 | $75k | 1.3k | 57.54 |
| 2024-09-30 | $76k | 1.3k | 59.51 |
| 2024-06-30 | $71k | 1.3k | 56.69 |
| 2024-03-31 | $71k | 1.2k | 57.84 |
| 2023-12-31 | $66k | 1.2k | 54.99 |
| 2023-09-30 | $63k | 1.2k | 53.58 |
| 2023-06-30 | $64k | 1.2k | 55.35 |
| 2023-03-31 | $62k | 1.1k | 54.62 |