J P Morgan Exchange-traded F shares owned by Mallini Complete Financial Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mallini Complete Financial Planning
from 13F filings
Historical chart of Mallini Complete Financial Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mallini Complete Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 5.1k | 57.10 |
| 2025-06-30 | $291k | 5.1k | 56.85 |
| 2025-03-31 | $303k | 5.3k | 57.14 |
| 2024-12-31 | $309k | 5.4k | 57.53 |
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