J P Morgan Exchange-traded F shares owned by JSF Financial
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 55k | 57.10 |
| 2025-06-30 | $2.9M | 50k | 56.85 |
| 2025-03-31 | $2.5M | 44k | 57.14 |
| 2024-12-31 | $2.0M | 34k | 57.53 |
| 2024-09-30 | $1.8M | 30k | 59.51 |
| 2024-06-30 | $1.6M | 29k | 56.68 |
| 2024-03-31 | $1.5M | 26k | 57.86 |
| 2023-09-30 | $912k | 17k | 53.56 |
| 2023-06-30 | $668k | 12k | 55.33 |
| 2023-03-31 | $570k | 10k | 54.60 |
| 2022-12-31 | $267k | 4.9k | 54.49 |
| 2022-09-30 | $519k | 10k | 51.23 |
| 2022-06-30 | $540k | 9.7k | 55.48 |
| 2022-03-31 | $1.1M | 18k | 61.38 |
| 2021-12-31 | $267k | 4.2k | 63.12 |