J P Morgan Exchange-traded F shares owned by Napa Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Napa Wealth Management
from 13F filings
Historical chart of Napa Wealth Management investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Napa Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $443k | 7.8k | 56.85 |
| 2025-03-31 | $463k | 8.1k | 57.14 |
| 2024-12-31 | $710k | 12k | 57.53 |
| 2024-09-30 | $235k | 3.9k | 59.50 |
| 2023-12-31 | $1.3M | 23k | 54.98 |