J P Morgan Exchange-traded F shares owned by Concorde Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Concorde Asset Management
from 13F filings
Historical chart of Concorde Asset Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Concorde Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $959k | 17k | 56.80 |
| 2025-03-31 | $652k | 12k | 54.80 |
| 2024-12-31 | $500k | 8.7k | 57.53 |
| 2024-09-30 | $284k | 4.8k | 59.51 |
| 2023-03-31 | $3.0M | 56k | 54.60 |
| 2022-12-31 | $2.3M | 42k | 54.49 |
| 2022-09-30 | $474k | 9.3k | 51.19 |
| 2022-03-31 | $2.6M | 43k | 61.41 |