J P Morgan Exchange-traded F shares owned by Independent Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.7M | 154k | 56.68 |
| 2025-09-30 | $8.2M | 143k | 57.10 |
| 2025-06-30 | $7.8M | 137k | 56.85 |
| 2025-03-31 | $8.7M | 153k | 57.14 |
| 2024-12-31 | $10M | 179k | 57.53 |
| 2024-09-30 | $11M | 188k | 59.51 |
| 2024-06-30 | $11M | 187k | 56.68 |
| 2024-03-31 | $8.6M | 148k | 57.86 |
| 2023-12-31 | $7.0M | 127k | 54.98 |
| 2023-09-30 | $7.3M | 136k | 53.56 |
| 2023-06-30 | $6.1M | 111k | 55.33 |
| 2023-03-31 | $3.5M | 64k | 54.60 |
| 2022-12-31 | $1.1M | 20k | 54.49 |
| 2022-09-30 | $842k | 16k | 51.23 |
| 2022-06-30 | $818k | 15k | 55.45 |
| 2022-03-31 | $734k | 12k | 61.40 |
| 2021-12-31 | $523k | 8.3k | 63.19 |
| 2021-09-30 | $478k | 8.0k | 59.61 |
| 2021-06-30 | $486k | 8.0k | 60.57 |
| 2021-03-31 | $391k | 6.7k | 58.12 |
More positions owned by Independent Financial Group
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