J P Morgan Exchange-traded F shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse 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 Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $18M | 312k | 56.85 |
| 2025-03-31 | $17M | 300k | 57.14 |
| 2024-12-31 | $16M | 285k | 57.53 |
| 2024-09-30 | $16M | 269k | 59.51 |
| 2024-06-30 | $15M | 255k | 56.68 |
| 2024-03-31 | $14M | 246k | 57.86 |
| 2023-12-31 | $13M | 228k | 54.98 |
| 2023-09-30 | $12M | 216k | 53.56 |
| 2023-06-30 | $12M | 211k | 55.33 |
| 2023-03-31 | $96k | 1.8k | 54.60 |
| 2022-12-31 | $80k | 1.5k | 54.50 |
More positions owned by Iron Horse Wealth Management
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