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J P Morgan Exchange-traded F shares owned by Key FInancial

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in J P Morgan Exchange-traded F

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All positions including J P Morgan Exchange-traded F held by Key FInancial 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 Key FInancial

Quarter filed Position value Share count Share price at filing
2025-09-30 $539k 9.5k 56.85
2025-06-30 $561k 9.9k 56.85
2025-03-31 $560k 9.8k 57.14
2024-12-31 $564k 9.8k 57.53
2024-09-30 $583k 9.8k 59.51
2024-06-30 $544k 9.6k 56.68
2024-03-31 $458k 7.9k 57.86
2023-12-31 $438k 8.0k 54.98
2023-09-30 $406k 7.6k 53.56
2023-06-30 $420k 7.6k 55.33
2023-03-31 $412k 7.5k 54.60