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J P Morgan Exchange-traded F shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management 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 Rockefeller Capital Management 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $83M 1.5M 54.98
2023-09-30 $68M 1.3M 53.56
2023-06-30 $64M 1.2M 55.33
2023-03-31 $32M 590k 54.60
2022-12-31 $25M 457k 54.49
2022-09-30 $18M 352k 51.23
2022-06-30 $10M 182k 55.45
2022-03-31 $6.9M 112k 61.39
2021-12-31 $4.8M 76k 63.19
2021-09-30 $2.9M 49k 59.60
2021-06-30 $1.8M 29k 60.55
2021-03-31 $939k 16k 58.06