Golden State Equity Partners »

J P Morgan Exchange-traded F shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners 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 Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 4.2k 57.24
2025-03-31 $3.8M 66k 57.14
2024-12-31 $3.9M 68k 57.53
2024-09-30 $10k 171 59.51
2024-06-30 $3.1M 54k 56.68
2023-12-31 $2.2M 41k 54.98
2023-09-30 $1.3M 24k 53.56
2023-06-30 $1.2M 21k 55.33
2023-03-31 $728k 13k 54.60