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
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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 |
|---|---|---|---|
| 2026-03-31 | $214k | 3.8k | 56.69 |
| 2025-12-31 | $222k | 3.9k | 57.24 |
| 2025-09-30 | $9.3M | 162k | 57.10 |
| 2025-06-30 | $8.7M | 153k | 56.85 |
| 2025-03-31 | $8.8M | 155k | 57.14 |
| 2024-12-31 | $7.3M | 127k | 57.53 |
| 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 |
More positions owned by Retirement Financial Solutions
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