J P Morgan Exchange-traded F shares owned by Brian McDonald
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 366k | 57.10 |
| 2025-06-30 | $21M | 370k | 56.85 |
| 2025-03-31 | $21M | 361k | 57.14 |
| 2024-12-31 | $19M | 333k | 57.53 |
| 2024-09-30 | $20M | 341k | 59.51 |
| 2024-06-30 | $19M | 332k | 56.68 |
| 2024-03-31 | $17M | 293k | 57.86 |
| 2023-09-30 | $32M | 593k | 53.56 |