J P Morgan Exchange-traded F shares owned by Financial Perspectives
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 3.7k | 57.09 |
| 2025-06-30 | $190k | 3.3k | 56.86 |
| 2025-03-31 | $215k | 3.8k | 57.14 |
| 2024-12-31 | $214k | 3.7k | 57.54 |
| 2024-09-30 | $207k | 3.5k | 59.50 |
| 2024-06-30 | $195k | 3.4k | 56.69 |
| 2024-03-31 | $196k | 3.4k | 57.86 |
| 2023-12-31 | $174k | 3.2k | 54.97 |
| 2023-09-30 | $167k | 3.1k | 53.56 |
| 2023-06-30 | $117k | 2.1k | 55.33 |
| 2022-03-31 | $201k | 3.3k | 61.40 |