J P Morgan Exchange-traded F shares owned by Beta Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 8.0k | 57.10 |
| 2025-06-30 | $15M | 255k | 56.85 |
| 2025-03-31 | $24M | 419k | 57.14 |
| 2024-12-31 | $13M | 227k | 57.53 |
| 2024-09-30 | $13M | 220k | 59.51 |
| 2024-06-30 | $11M | 191k | 56.68 |
| 2024-03-31 | $11M | 191k | 57.86 |
| 2023-12-31 | $8.8M | 160k | 54.98 |
| 2023-09-30 | $7.3M | 136k | 53.56 |
| 2023-06-30 | $6.7M | 121k | 55.33 |
| 2023-03-31 | $6.2M | 114k | 54.60 |
| 2022-12-31 | $7.1M | 130k | 54.49 |
| 2022-09-30 | $6.5M | 126k | 51.23 |
| 2022-06-30 | $7.0M | 126k | 55.45 |
| 2022-03-31 | $5.5M | 90k | 61.40 |
| 2021-12-31 | $5.4M | 90k | 59.61 |
| 2021-09-30 | $5.4M | 90k | 59.61 |
| 2021-06-30 | $5.3M | 87k | 60.55 |
| 2021-03-31 | $4.9M | 85k | 58.11 |
| 2020-12-31 | $4.5M | 81k | 55.74 |