J P Morgan Exchange-traded F shares owned by Goss Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 632k | 57.10 |
| 2025-06-30 | $31M | 551k | 56.85 |
| 2025-03-31 | $15M | 261k | 57.14 |
| 2024-12-31 | $15M | 252k | 57.53 |
| 2024-09-30 | $14M | 232k | 59.51 |
| 2024-06-30 | $13M | 230k | 56.68 |
| 2024-03-31 | $12M | 213k | 57.86 |
| 2023-09-30 | $9.6M | 180k | 53.56 |
| 2023-06-30 | $6.2M | 113k | 55.33 |
| 2023-03-31 | $4.1M | 75k | 54.40 |
| 2022-12-31 | $2.4M | 48k | 49.88 |
| 2022-09-30 | $1.1M | 22k | 51.24 |
| 2022-06-30 | $306k | 5.5k | 55.48 |
| 2021-12-31 | $362k | 5.7k | 63.26 |