J P Morgan Exchange-traded F shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 24k | 57.10 |
| 2025-06-30 | $1.5M | 26k | 56.85 |
| 2025-03-31 | $1.6M | 29k | 57.14 |
| 2024-12-31 | $1.8M | 31k | 57.53 |
| 2024-09-30 | $1.9M | 31k | 59.51 |
| 2024-06-30 | $1.9M | 33k | 56.68 |
| 2024-03-31 | $2.1M | 37k | 57.86 |
| 2023-12-31 | $2.2M | 40k | 54.98 |
| 2023-09-30 | $2.3M | 43k | 53.56 |
| 2023-06-30 | $2.6M | 46k | 55.33 |
| 2023-03-31 | $2.4M | 44k | 54.60 |
| 2022-12-31 | $1.6M | 29k | 54.49 |
| 2022-09-30 | $1.1M | 22k | 51.23 |
| 2022-06-30 | $824k | 15k | 55.45 |
| 2022-03-31 | $470k | 7.6k | 61.40 |
| 2021-12-31 | $318k | 5.0k | 63.19 |
| 2021-09-30 | $252k | 4.2k | 59.61 |
| 2021-06-30 | $246k | 4.1k | 60.57 |
More positions owned by Plotkin Financial Advisors
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