J P Morgan Exchange-traded F shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 8.7k | 57.10 |
| 2025-06-30 | $405k | 7.1k | 56.85 |
| 2025-03-31 | $328k | 5.7k | 57.14 |
| 2024-12-31 | $235k | 4.1k | 57.53 |
| 2024-06-30 | $255k | 4.5k | 56.20 |
| 2024-03-31 | $202k | 3.5k | 57.27 |
| 2023-06-30 | $121k | 2.2k | 55.33 |