J P Morgan Exchange-traded F shares owned by Creative Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 270k | 57.10 |
| 2025-06-30 | $14M | 249k | 56.85 |
| 2025-03-31 | $14M | 240k | 57.14 |
| 2024-12-31 | $8.5M | 148k | 57.53 |
| 2024-09-30 | $8.3M | 139k | 59.51 |
| 2024-06-30 | $5.4M | 96k | 56.68 |
| 2024-03-31 | $5.2M | 90k | 57.86 |
| 2023-12-31 | $4.0M | 72k | 54.98 |
| 2023-09-30 | $5.2M | 98k | 53.56 |
| 2023-06-30 | $4.7M | 85k | 55.33 |
| 2023-03-31 | $4.3M | 78k | 54.60 |
| 2022-12-31 | $4.6M | 84k | 54.49 |
| 2022-09-30 | $1.5M | 30k | 51.24 |
| 2022-06-30 | $3.8M | 69k | 55.45 |
| 2022-03-31 | $256k | 4.2k | 61.29 |