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J P Morgan Exchange-traded F shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 91k 57.10
2025-06-30 $4.9M 86k 56.85
2025-03-31 $4.9M 85k 57.14
2024-12-31 $4.6M 80k 57.53
2023-12-31 $4.5M 81k 54.98