J P Morgan Exchange-traded F shares owned by Goldstone Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Goldstone Financial Group
from 13F filings
Historical chart of Goldstone Financial Group 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 Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Goldstone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 48k | 57.10 |
| 2025-06-30 | $3.7M | 65k | 56.96 |
| 2025-03-31 | $3.5M | 61k | 57.14 |
| 2024-12-31 | $3.9M | 68k | 57.53 |
| 2024-09-30 | $3.8M | 64k | 59.51 |
| 2024-06-30 | $3.3M | 59k | 56.68 |
| 2024-03-31 | $2.8M | 48k | 57.86 |
| 2023-12-31 | $2.7M | 49k | 54.98 |
| 2023-09-30 | $2.8M | 53k | 53.56 |
| 2023-06-30 | $2.3M | 41k | 55.33 |
| 2023-03-31 | $1.5M | 27k | 54.60 |