J P Morgan Exchange-traded F shares owned by Newbridge Financial Services Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Newbridge Financial Services Group
from 13F filings
Historical chart of Newbridge Financial Services Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Newbridge Financial Services Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 67k | 57.10 |
| 2025-06-30 | $4.1M | 72k | 56.85 |
| 2025-03-31 | $4.8M | 84k | 57.14 |
| 2024-12-31 | $4.5M | 79k | 57.53 |
| 2024-09-30 | $4.5M | 75k | 59.51 |
| 2024-06-30 | $3.3M | 58k | 56.68 |
| 2024-03-31 | $1.6M | 28k | 57.86 |
| 2023-12-31 | $718k | 13k | 54.98 |
| 2023-09-30 | $443k | 8.3k | 53.56 |
| 2023-06-30 | $306k | 5.5k | 55.33 |
| 2023-03-31 | $223k | 4.1k | 54.61 |
| 2022-12-31 | $181k | 3.3k | 54.48 |
| 2022-09-30 | $96k | 1.9k | 51.28 |
| 2022-06-30 | $46k | 827 | 55.62 |
| 2022-03-31 | $20k | 320 | 62.50 |
| 2021-12-31 | $20k | 320 | 62.50 |
| 2021-09-30 | $19k | 320 | 59.38 |
More positions owned by Newbridge Financial Services Group
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