J P Morgan Exchange-traded F shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 6.2k | 57.10 |
| 2025-06-30 | $356k | 6.3k | 56.85 |
| 2025-03-31 | $362k | 6.3k | 57.14 |
| 2024-12-31 | $385k | 6.7k | 57.53 |
| 2024-09-30 | $400k | 6.7k | 59.51 |
| 2024-06-30 | $383k | 6.7k | 56.68 |
| 2024-03-31 | $392k | 6.8k | 57.86 |
| 2023-12-31 | $395k | 7.2k | 54.98 |
| 2023-09-30 | $599k | 11k | 53.56 |
| 2023-06-30 | $529k | 9.6k | 55.33 |
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