J P Morgan Exchange-traded F shares owned by KKM Financial
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by KKM Financial
from 13F filings
Historical chart of KKM Financial investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by KKM Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 11k | 57.10 |
| 2025-06-30 | $811k | 14k | 56.85 |
| 2025-03-31 | $1.1M | 20k | 57.14 |
| 2024-12-31 | $1.1M | 19k | 57.53 |
| 2024-09-30 | $889k | 15k | 59.51 |
| 2024-03-31 | $1.1M | 18k | 57.86 |
| 2023-12-31 | $1.0M | 18k | 54.98 |