J P Morgan Exchange-traded F shares owned by Milestone Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone 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 Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 120k | 57.10 |
| 2025-06-30 | $5.7M | 100k | 56.85 |
| 2025-03-31 | $5.1M | 90k | 57.14 |
| 2024-12-31 | $5.0M | 87k | 57.53 |
| 2024-09-30 | $4.8M | 81k | 59.51 |
| 2024-06-30 | $4.1M | 73k | 56.68 |
| 2024-03-31 | $3.8M | 65k | 57.86 |
| 2023-12-31 | $238k | 4.3k | 54.97 |
| 2023-09-30 | $202k | 3.8k | 52.96 |
More positions owned by Milestone Asset Management
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