J P Morgan Exchange-traded F shares owned by Coastline Trust
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Coastline Trust
from 13F filings
Historical chart of Coastline Trust investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Coastline Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $113k | 2.0k | 57.10 |
| 2025-06-30 | $113k | 2.0k | 56.85 |
| 2025-03-31 | $99k | 1.7k | 57.14 |
| 2024-12-31 | $100k | 1.7k | 57.53 |
| 2024-09-30 | $103k | 1.7k | 59.51 |
| 2023-09-30 | $211k | 3.9k | 53.56 |
| 2023-06-30 | $290k | 5.2k | 55.33 |