J P Morgan Exchange-traded F shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 64k | 57.10 |
| 2025-06-30 | $3.7M | 65k | 56.85 |
| 2025-03-31 | $3.9M | 69k | 57.14 |
| 2024-12-31 | $4.8M | 84k | 57.53 |
| 2024-09-30 | $5.7M | 97k | 59.51 |
| 2024-06-30 | $5.4M | 96k | 56.68 |
| 2024-03-31 | $8.0M | 138k | 57.86 |
| 2023-12-31 | $8.1M | 147k | 54.98 |
| 2023-09-30 | $6.9M | 128k | 53.56 |
| 2023-06-30 | $311k | 5.6k | 55.33 |
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