J P Morgan Exchange-traded F shares owned by Herold Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 54k | 57.11 |
| 2025-06-30 | $3.1M | 55k | 56.85 |
| 2025-03-31 | $3.0M | 53k | 57.14 |
| 2024-12-31 | $3.0M | 53k | 57.53 |
| 2024-09-30 | $3.1M | 52k | 59.51 |
| 2024-06-30 | $2.7M | 48k | 56.68 |
| 2024-03-31 | $2.7M | 47k | 57.86 |
| 2023-12-31 | $2.4M | 44k | 54.98 |
| 2023-09-30 | $2.2M | 41k | 53.56 |
| 2023-06-30 | $1.5M | 28k | 55.33 |
| 2023-03-31 | $1.4M | 25k | 54.60 |
| 2022-12-31 | $1.3M | 24k | 54.49 |
| 2022-09-30 | $1.0M | 20k | 51.19 |
| 2022-06-30 | $937k | 17k | 55.44 |
| 2022-03-31 | $945k | 15k | 61.40 |
| 2021-12-31 | $950k | 15k | 63.17 |
| 2021-09-30 | $803k | 14k | 59.55 |