J P Morgan Exchange-traded F shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819k | 14k | 57.10 |
| 2025-06-30 | $815k | 14k | 56.85 |
| 2025-03-31 | $533k | 9.3k | 57.14 |
| 2024-12-31 | $537k | 9.3k | 57.53 |
| 2024-09-30 | $556k | 9.3k | 59.51 |
| 2024-06-30 | $529k | 9.3k | 56.68 |
| 2024-03-31 | $540k | 9.3k | 57.86 |
| 2023-09-30 | $500k | 9.3k | 53.56 |
| 2023-06-30 | $572k | 10k | 55.33 |
| 2023-03-31 | $564k | 10k | 54.60 |
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