J P Morgan Exchange-traded F shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 210k | 57.10 |
| 2025-06-30 | $11M | 200k | 56.85 |
| 2025-03-31 | $11M | 197k | 57.14 |
| 2024-12-31 | $10M | 177k | 57.60 |
| 2024-09-30 | $8.4M | 141k | 59.51 |
| 2024-06-30 | $5.4M | 95k | 56.64 |
| 2024-03-31 | $1.3M | 23k | 57.86 |
| 2023-12-31 | $3.3M | 60k | 55.41 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group