J P Morgan Exchange-traded F shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 61k | 57.10 |
| 2025-06-30 | $3.5M | 61k | 56.85 |
| 2025-03-31 | $3.6M | 63k | 57.14 |
| 2024-12-31 | $4.0M | 69k | 57.92 |
| 2024-09-30 | $3.8M | 64k | 59.51 |
| 2024-03-31 | $2.2M | 37k | 57.86 |
| 2023-12-31 | $1.8M | 32k | 55.41 |
| 2023-09-30 | $1.3M | 24k | 53.56 |
| 2023-06-30 | $1.1M | 21k | 55.33 |
| 2023-03-31 | $821k | 15k | 54.60 |
| 2022-12-31 | $854k | 16k | 55.06 |
| 2022-09-30 | $605k | 12k | 51.15 |
| 2022-06-30 | $213k | 3.8k | 55.40 |
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