J P Morgan Exchange-traded F shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $909k | 16k | 57.10 |
| 2025-06-30 | $765k | 14k | 56.85 |
| 2025-03-31 | $671k | 12k | 57.14 |
| 2024-12-31 | $688k | 12k | 57.53 |
| 2024-09-30 | $538k | 9.0k | 59.51 |
| 2024-06-30 | $547k | 9.6k | 56.68 |
| 2024-03-31 | $587k | 10k | 57.86 |
| 2023-09-30 | $5.5M | 103k | 53.56 |
| 2023-06-30 | $6.2M | 112k | 55.33 |
| 2023-03-31 | $5.9M | 109k | 54.60 |
| 2022-12-31 | $5.6M | 102k | 54.49 |
| 2022-09-30 | $5.0M | 98k | 51.23 |
| 2022-06-30 | $5.4M | 98k | 55.45 |
| 2022-03-31 | $5.9M | 96k | 61.40 |