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J P Morgan Exchange-traded F shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 1.1k 57.10
2025-06-30 $63k 1.1k 56.85
2025-03-31 $14k 250 57.14