J P Morgan Exchange-traded F shares owned by Lewis Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lewis Asset Management
from 13F filings
Historical chart of Lewis Asset Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lewis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 54k | 57.10 |
| 2025-06-30 | $2.4M | 42k | 56.85 |
| 2025-03-31 | $1.0M | 18k | 57.14 |
| 2024-12-31 | $890k | 16k | 57.53 |
| 2024-09-30 | $923k | 16k | 59.51 |
| 2024-06-30 | $932k | 16k | 56.68 |
| 2024-03-31 | $977k | 17k | 57.86 |
| 2023-12-31 | $958k | 17k | 54.98 |