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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

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Quarterly reported holdings in J P Morgan Exchange-traded F by Capital Planning

Quarter filed Position value Share count Share price at filing
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