J P Morgan Exchange-traded F shares owned by Choate Investment Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Choate Investment Advisors
from 13F filings
Historical chart of Choate Investment Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Choate Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 7.4k | 57.10 |
| 2025-06-30 | $423k | 7.4k | 56.85 |
| 2025-03-31 | $531k | 9.3k | 57.14 |
| 2024-12-31 | $206k | 3.6k | 57.53 |
| 2024-09-30 | $213k | 3.6k | 59.51 |
| 2024-06-30 | $203k | 3.6k | 56.68 |
| 2024-03-31 | $207k | 3.6k | 57.86 |
| 2023-09-30 | $192k | 3.6k | 53.56 |
| 2023-06-30 | $198k | 3.6k | 55.33 |
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