J P Morgan Exchange-traded F shares owned by Intrepid Financial Planning Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Intrepid Financial Planning Group
from 13F filings
Historical chart of Intrepid Financial Planning Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Intrepid Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 140k | 57.10 |
| 2025-06-30 | $7.6M | 134k | 56.85 |
| 2025-03-31 | $7.0M | 122k | 57.14 |
| 2024-12-31 | $6.7M | 116k | 57.53 |
| 2024-09-30 | $2.9M | 48k | 59.51 |
| 2024-06-30 | $2.2M | 38k | 56.68 |
| 2024-03-31 | $1.8M | 30k | 57.86 |
| 2023-09-30 | $913k | 17k | 53.56 |
| 2023-06-30 | $911k | 17k | 55.33 |
| 2023-03-31 | $831k | 15k | 54.60 |
| 2022-12-31 | $421k | 7.7k | 54.49 |
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