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J P Morgan Exchange-traded F shares owned by Retirement Financial Solutions

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Retirement Financial Solutions from 13F filings

Historical chart of Retirement Financial Solutions investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Retirement Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 143k 59.51
2024-06-30 $7.9M 140k 56.68
2024-03-31 $7.3M 127k 57.86
2023-12-31 $6.9M 125k 54.98
2023-09-30 $1.1M 21k 53.56