J P Morgan Exchange-traded F shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 22k | 57.10 |
| 2025-06-30 | $1.2M | 22k | 56.85 |
| 2025-03-31 | $1.9M | 34k | 57.14 |
| 2024-12-31 | $1.1M | 18k | 57.49 |
| 2024-09-30 | $971k | 16k | 59.51 |
| 2024-06-30 | $831k | 15k | 56.14 |
| 2024-03-31 | $503k | 8.7k | 57.86 |
More positions owned by Legacy Financial Strategies
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