J P Morgan Exchange-traded F shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay 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 Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 89k | 57.10 |
| 2025-06-30 | $5.6M | 99k | 56.85 |
| 2025-03-31 | $5.9M | 103k | 57.14 |
| 2024-12-31 | $6.0M | 104k | 57.83 |
| 2024-09-30 | $6.3M | 106k | 59.51 |
| 2024-06-30 | $6.3M | 112k | 56.68 |
| 2024-03-31 | $6.4M | 110k | 57.86 |
| 2023-12-31 | $6.1M | 110k | 55.29 |
| 2023-09-30 | $6.0M | 112k | 53.56 |
| 2023-06-30 | $6.1M | 110k | 55.33 |
| 2023-03-31 | $5.9M | 109k | 54.60 |
| 2022-12-31 | $5.6M | 101k | 54.90 |
| 2022-09-30 | $4.5M | 88k | 51.24 |
| 2022-06-30 | $3.0M | 53k | 55.45 |
| 2022-03-31 | $900k | 15k | 61.38 |
| 2021-12-31 | $587k | 9.3k | 63.23 |
| 2021-09-30 | $487k | 8.2k | 59.64 |
| 2021-06-30 | $323k | 5.3k | 60.51 |