J P Morgan Exchange-traded F shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 5.9k | 57.10 |
| 2025-06-30 | $491k | 8.6k | 56.85 |
| 2025-03-31 | $26M | 460k | 57.14 |
| 2024-12-31 | $26M | 450k | 57.92 |
| 2024-09-30 | $26M | 438k | 59.51 |
| 2024-03-31 | $24M | 414k | 57.86 |
| 2022-12-31 | $17M | 313k | 54.49 |
| 2022-09-30 | $19M | 364k | 51.23 |
| 2022-06-30 | $32M | 583k | 55.45 |
| 2022-03-31 | $26M | 420k | 61.40 |
| 2021-12-31 | $25M | 399k | 63.19 |
More positions owned by Badgley Phelps Wealth Managers
View all positions for Badgley Phelps Wealth Managers