J P Morgan Exchange-traded F shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $274k | 4.8k | 57.14 |
| 2024-12-31 | $303k | 5.3k | 57.53 |
| 2024-09-30 | $337k | 5.7k | 59.51 |
| 2024-06-30 | $371k | 6.5k | 56.68 |
| 2024-03-31 | $409k | 7.1k | 57.86 |
| 2023-12-31 | $336k | 6.0k | 55.94 |
| 2023-09-30 | $289k | 5.4k | 53.15 |
| 2023-06-30 | $241k | 4.3k | 55.83 |
More positions owned by P.J. Schmidt Investment Management
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