J P Morgan Exchange-traded F shares owned by Joel Isaacson & Co
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Joel Isaacson & Co
from 13F filings
Historical chart of Joel Isaacson & Co investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in J P Morgan Exchange-traded F by Joel Isaacson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 45k | 57.10 |
| 2025-06-30 | $1.5M | 26k | 56.85 |
| 2025-03-31 | $1.9M | 34k | 57.14 |
| 2024-12-31 | $757k | 13k | 57.53 |
| 2024-09-30 | $783k | 13k | 59.51 |
| 2024-06-30 | $823k | 15k | 56.68 |
| 2024-03-31 | $840k | 15k | 57.86 |
| 2023-12-31 | $485k | 8.8k | 54.98 |
| 2023-09-30 | $432k | 8.1k | 53.56 |
| 2023-06-30 | $508k | 9.2k | 55.33 |
| 2023-03-31 | $593k | 11k | 54.60 |
| 2022-12-31 | $271k | 5.0k | 54.49 |