J P Morgan Exchange-traded F shares owned by Retirement Planning Group, Llc / Ny
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Retirement Planning Group, Llc / Ny
from 13F filings
Historical chart of Retirement Planning Group, Llc / Ny investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Retirement Planning Group, Llc / Ny
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 197k | 57.10 |
| 2025-06-30 | $9.8M | 173k | 56.85 |
| 2025-03-31 | $8.3M | 146k | 57.14 |
| 2024-12-31 | $7.2M | 124k | 57.69 |
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