J P Morgan Exchange-traded F shares owned by Essex Financial Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 101k | 57.10 |
| 2025-06-30 | $5.8M | 103k | 56.85 |
| 2025-03-31 | $5.7M | 99k | 57.14 |
| 2024-12-31 | $5.9M | 102k | 57.53 |
| 2024-09-30 | $5.7M | 96k | 59.60 |
| 2024-06-30 | $5.5M | 98k | 56.68 |
| 2024-03-31 | $5.5M | 95k | 57.86 |
| 2023-12-31 | $5.0M | 91k | 54.98 |
| 2023-09-30 | $4.7M | 88k | 53.56 |
| 2023-06-30 | $4.5M | 81k | 55.33 |
| 2023-03-31 | $4.4M | 80k | 54.60 |
| 2022-12-31 | $3.6M | 67k | 54.49 |
| 2022-09-30 | $2.8M | 55k | 51.24 |
| 2022-06-30 | $2.5M | 45k | 55.44 |
| 2022-03-31 | $400k | 6.3k | 63.14 |
| 2021-12-31 | $400k | 6.3k | 63.14 |
| 2021-09-30 | $233k | 3.9k | 59.67 |