J P Morgan Exchange-traded F shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $808k | 14k | 57.10 |
| 2025-06-30 | $1.0M | 18k | 56.85 |
| 2025-03-31 | $1.0M | 18k | 57.14 |
| 2024-12-31 | $1.0M | 18k | 57.53 |
| 2024-09-30 | $1.1M | 18k | 59.51 |
| 2024-06-30 | $1.1M | 19k | 56.68 |
| 2024-03-31 | $995k | 17k | 57.86 |
| 2023-12-31 | $796k | 15k | 54.98 |
| 2023-09-30 | $775k | 15k | 53.56 |
| 2023-06-30 | $801k | 15k | 55.33 |
| 2023-03-31 | $456k | 8.3k | 54.60 |
| 2022-12-31 | $455k | 8.3k | 54.49 |