J P Morgan Exchange-traded F shares owned by Patten & Patten
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 332k | 57.10 |
| 2025-06-30 | $22M | 394k | 56.85 |
| 2025-03-31 | $24M | 424k | 57.14 |
| 2024-12-31 | $25M | 425k | 57.53 |
| 2024-09-30 | $25M | 417k | 59.51 |
| 2024-06-30 | $23M | 408k | 56.68 |
| 2024-03-31 | $23M | 402k | 57.86 |
| 2023-12-31 | $21M | 375k | 54.98 |
| 2023-09-30 | $19M | 362k | 53.56 |
| 2023-06-30 | $19M | 336k | 55.33 |
| 2023-03-31 | $18M | 325k | 54.60 |
| 2022-12-31 | $13M | 242k | 54.49 |
| 2022-09-30 | $11M | 212k | 51.23 |
| 2022-06-30 | $11M | 203k | 55.45 |
| 2022-03-31 | $9.9M | 161k | 61.40 |
| 2021-12-31 | $8.8M | 139k | 63.19 |