J P Morgan Exchange-traded F shares owned by Rockingstone Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Rockingstone Advisors
from 13F filings
Historical chart of Rockingstone Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Rockingstone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $749k | 13k | 57.10 |
| 2025-06-30 | $758k | 13k | 56.85 |
| 2025-03-31 | $819k | 14k | 57.14 |
| 2024-12-31 | $863k | 15k | 57.53 |
| 2024-09-30 | $902k | 15k | 59.51 |
| 2024-06-30 | $892k | 16k | 56.68 |
| 2024-03-31 | $986k | 17k | 57.86 |
| 2023-12-31 | $949k | 17k | 54.98 |
| 2023-09-30 | $1.0M | 19k | 53.56 |
| 2023-06-30 | $1.0M | 19k | 55.33 |
| 2023-03-31 | $1.0M | 19k | 54.60 |
| 2022-12-31 | $901k | 17k | 54.49 |