J P Morgan Exchange-traded F shares owned by Capital Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $600k | 11k | 57.10 |
| 2025-06-30 | $597k | 11k | 56.85 |
| 2025-03-31 | $811k | 14k | 57.14 |
| 2024-12-31 | $563k | 9.7k | 57.92 |
| 2024-09-30 | $498k | 8.4k | 59.51 |
| 2024-06-30 | $265k | 4.7k | 56.68 |
| 2024-03-31 | $271k | 4.7k | 57.86 |
| 2023-12-31 | $259k | 4.7k | 55.41 |
| 2023-09-30 | $251k | 4.7k | 53.56 |
| 2023-06-30 | $259k | 4.7k | 55.33 |