J P Morgan Exchange-traded F shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 330k | 57.10 |
| 2025-06-30 | $9.4M | 165k | 56.85 |
| 2025-03-31 | $10M | 182k | 57.14 |
| 2024-12-31 | $10M | 175k | 57.06 |
| 2024-09-30 | $11M | 175k | 59.84 |
| 2024-06-30 | $16M | 274k | 56.68 |
| 2024-03-31 | $16M | 274k | 57.86 |
| 2023-12-31 | $15M | 272k | 54.98 |
| 2023-09-30 | $20M | 373k | 53.56 |
| 2023-06-30 | $20M | 355k | 55.33 |
| 2023-03-31 | $18M | 338k | 54.60 |
| 2022-12-31 | $17M | 309k | 54.49 |
| 2022-09-30 | $378k | 7.2k | 52.32 |