J P Morgan Exchange-traded F shares owned by Optima Capital
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Optima Capital
from 13F filings
Historical chart of Optima Capital 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 Optima Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Optima Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 30k | 57.10 |
| 2025-06-30 | $2.2M | 39k | 56.85 |
| 2025-03-31 | $2.1M | 36k | 57.14 |
| 2024-12-31 | $612k | 11k | 57.85 |