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J P Morgan Exchange-traded F shares owned by Norris Financial Group

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Norris Financial Group from 13F filings

Historical chart of Norris Financial Group 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 Norris Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Norris Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 3.8k 56.68
2025-12-31 $216k 3.8k 57.24
2025-09-30 $216k 3.8k 57.10
2025-06-30 $3.4M 60k 56.85
2025-03-31 $1.6M 28k 57.14
2023-09-30 $237k 4.4k 53.56
2023-06-30 $1.9M 34k 55.33
2023-03-31 $2.2M 40k 54.60
2022-12-31 $476k 8.7k 54.49