J P Morgan Exchange-traded F shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 8.4k | 57.10 |
| 2025-06-30 | $454k | 8.0k | 56.85 |
| 2025-03-31 | $523k | 9.2k | 57.14 |
| 2024-12-31 | $494k | 8.6k | 57.53 |
| 2024-09-30 | $516k | 8.7k | 59.51 |
| 2024-06-30 | $380k | 6.7k | 56.68 |