J P Morgan Exchange-traded F shares owned by PDS Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 33k | 57.10 |
| 2025-06-30 | $1.7M | 30k | 56.85 |
| 2025-03-31 | $1.7M | 30k | 57.14 |
| 2024-12-31 | $1.6M | 27k | 57.53 |
| 2024-09-30 | $1.6M | 27k | 59.51 |
| 2024-03-31 | $1.0M | 17k | 57.86 |
| 2023-12-31 | $559k | 10k | 54.98 |
| 2023-09-30 | $231k | 4.3k | 53.56 |