J P Morgan Exchange-traded F shares owned by Forum Financial Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $304k | 5.4k | 56.68 |
| 2025-12-31 | $257k | 4.5k | 57.25 |
| 2025-09-30 | $233k | 4.1k | 57.10 |
| 2025-06-30 | $265k | 4.7k | 56.85 |
| 2025-03-31 | $255k | 4.5k | 57.13 |
| 2024-12-31 | $231k | 4.0k | 57.53 |
| 2023-06-30 | $232k | 4.2k | 55.33 |
| 2023-03-31 | $281k | 5.1k | 54.59 |
| 2022-12-31 | $278k | 5.1k | 54.49 |
| 2022-09-30 | $261k | 5.1k | 51.23 |
| 2022-06-30 | $283k | 5.1k | 55.54 |
More positions owned by Forum Financial Management
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