J P Morgan Exchange-traded F shares owned by IHT Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 35k | 57.07 |
| 2025-06-30 | $1.9M | 33k | 56.85 |
| 2025-03-31 | $1.9M | 33k | 57.02 |
| 2024-12-31 | $2.4M | 42k | 57.53 |
| 2024-09-30 | $4.1M | 70k | 59.35 |
| 2024-06-30 | $2.4M | 42k | 56.62 |
| 2024-03-31 | $2.6M | 45k | 57.86 |
| 2023-12-31 | $2.0M | 37k | 54.98 |
| 2023-09-30 | $1.5M | 28k | 53.56 |
| 2023-06-30 | $1.2M | 21k | 55.33 |
| 2023-03-31 | $900k | 17k | 54.60 |
| 2022-12-31 | $482k | 8.8k | 54.49 |