J P Morgan Exchange-traded F shares owned by Bogart Wealth
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $342k | 6.0k | 56.48 |
| 2026-03-31 | $114k | 2.0k | 56.67 |
| 2025-12-31 | $67k | 1.2k | 57.22 |
| 2025-09-30 | $67k | 1.2k | 57.09 |
| 2025-06-30 | $67k | 1.2k | 56.85 |
| 2025-03-31 | $75k | 1.3k | 57.15 |
| 2024-12-31 | $67k | 1.2k | 57.53 |
| 2024-09-30 | $61k | 1.0k | 59.52 |
| 2024-06-30 | $58k | 1.0k | 56.71 |
| 2024-03-31 | $57k | 980 | 57.86 |
| 2023-12-31 | $54k | 980 | 54.98 |
| 2023-09-30 | $53k | 980 | 53.56 |
| 2023-06-30 | $44k | 800 | 55.33 |
| 2023-03-31 | $44k | 800 | 54.60 |