J P Morgan Exchange-traded F shares owned by Clark Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Clark Wealth Partners
from 13F filings
Historical chart of Clark Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Clark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5M | 79k | 57.24 |
| 2025-09-30 | $4.5M | 79k | 57.24 |
| 2025-06-30 | $4.7M | 82k | 56.85 |
| 2025-03-31 | $4.5M | 79k | 57.14 |
| 2024-12-31 | $3.7M | 65k | 57.53 |