J P Morgan Exchange-traded F shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Keystone Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $750k | 13k | 56.68 |
| 2024-06-30 | $254k | 4.5k | 56.68 |
| 2024-03-31 | $255k | 4.4k | 57.86 |
| 2023-12-31 | $222k | 4.0k | 54.99 |
| 2023-09-30 | $201k | 3.8k | 53.56 |