J P Morgan Exchange-traded F shares owned by Calton & Associates
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 80k | 57.10 |
| 2025-06-30 | $4.5M | 80k | 56.85 |
| 2025-03-31 | $4.2M | 73k | 57.14 |
| 2024-12-31 | $222k | 3.9k | 57.54 |
| 2024-09-30 | $3.6M | 61k | 59.51 |
| 2023-09-30 | $1.7M | 31k | 53.56 |
| 2022-12-31 | $434k | 8.0k | 54.49 |
| 2022-09-30 | $447k | 8.7k | 51.17 |
| 2022-06-30 | $432k | 7.8k | 55.35 |
| 2022-03-31 | $311k | 5.1k | 61.24 |