J P Morgan Exchange-traded F shares owned by Herbst Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Herbst Group
from 13F filings
Historical chart of Herbst 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 Herbst 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 Herbst Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 81k | 57.10 |
| 2025-06-30 | $4.7M | 82k | 56.85 |
| 2025-03-31 | $5.2M | 91k | 57.14 |
| 2024-12-31 | $4.8M | 83k | 57.53 |
| 2024-09-30 | $3.0M | 51k | 59.51 |
| 2024-06-30 | $2.4M | 42k | 56.68 |
| 2024-03-31 | $2.5M | 43k | 57.86 |
| 2023-12-31 | $2.5M | 46k | 54.98 |
| 2023-09-30 | $2.2M | 40k | 53.56 |
| 2023-06-30 | $1.8M | 33k | 55.33 |
| 2023-03-31 | $1.7M | 32k | 54.60 |
| 2022-12-31 | $1.1M | 21k | 54.49 |
| 2022-09-30 | $1.3M | 25k | 51.24 |