J P Morgan Exchange-traded F shares owned by Marshall Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $918k | 16k | 57.10 |
| 2025-06-30 | $1.0M | 18k | 56.71 |
| 2025-03-31 | $1.3M | 23k | 57.14 |
| 2024-12-31 | $6.6M | 115k | 57.53 |
| 2024-09-30 | $6.7M | 112k | 59.51 |
| 2024-06-30 | $6.3M | 111k | 56.68 |
| 2024-03-31 | $2.8M | 48k | 57.86 |