J P Morgan Exchange-traded F shares owned by Mcdonald Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mcdonald Partners
from 13F filings
Historical chart of Mcdonald Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mcdonald Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 39k | 57.10 |
| 2025-06-30 | $2.1M | 36k | 56.85 |
| 2025-03-31 | $1.9M | 34k | 57.14 |
| 2024-12-31 | $1.8M | 31k | 57.53 |
| 2024-09-30 | $1.8M | 31k | 59.51 |
| 2024-06-30 | $1.7M | 31k | 56.68 |
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $1.7M | 31k | 54.98 |
| 2023-09-30 | $1.7M | 32k | 53.56 |
| 2023-06-30 | $1.8M | 33k | 55.33 |
| 2023-03-31 | $1.8M | 33k | 54.60 |
| 2022-12-31 | $1.5M | 28k | 54.49 |
| 2022-09-30 | $1.1M | 22k | 51.23 |
| 2022-06-30 | $1.2M | 22k | 55.45 |
| 2022-03-31 | $1.1M | 18k | 61.38 |
| 2021-09-30 | $936k | 16k | 59.64 |
| 2021-06-30 | $417k | 6.9k | 60.57 |
| 2021-03-31 | $264k | 4.5k | 58.21 |