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J P Morgan Exchange-traded F shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 58k 57.24
2025-09-30 $965k 17k 57.10
2025-06-30 $960k 17k 56.85
2025-03-31 $979k 17k 57.14
2024-12-31 $990k 17k 57.53
2024-09-30 $1.5M 26k 59.51
2024-06-30 $1.8M 32k 56.68
2024-03-31 $1.9M 33k 57.86