J P Morgan Exchange-traded F shares owned by Prosperity Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Prosperity Financial Group
from 13F filings
Historical chart of Prosperity Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Prosperity Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 56k | 57.10 |
| 2025-06-30 | $2.9M | 52k | 56.85 |
| 2025-03-31 | $2.8M | 49k | 57.14 |
| 2024-12-31 | $2.6M | 44k | 57.53 |
| 2024-09-30 | $2.6M | 43k | 59.51 |
| 2024-06-30 | $2.4M | 42k | 56.68 |
| 2024-03-31 | $2.3M | 40k | 57.86 |
| 2023-09-30 | $3.9M | 73k | 53.56 |
| 2023-06-30 | $2.4M | 43k | 55.33 |
| 2023-03-31 | $2.3M | 42k | 54.60 |
| 2022-12-31 | $1.6M | 29k | 54.49 |
More positions owned by Prosperity Financial Group
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