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J P Morgan Exchange-traded F shares owned by FineMark National Bank & Trust

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by FineMark National Bank & Trust from 13F filings

Historical chart of FineMark National Bank & Trust investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by FineMark National Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by FineMark National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $605k 11k 57.10
2025-06-30 $411k 7.2k 56.85
2025-03-31 $342k 6.0k 57.14
2024-12-31 $345k 6.0k 57.53
2024-09-30 $306k 5.1k 59.51
2024-06-30 $291k 5.1k 56.68
2024-03-31 $248k 4.3k 57.86