J P Morgan Exchange-traded F shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 280k | 57.03 |
| 2025-06-30 | $15M | 264k | 56.76 |
| 2025-03-31 | $13M | 250k | 52.14 |
| 2024-12-31 | $14M | 248k | 57.66 |
| 2024-09-30 | $14M | 235k | 58.84 |
| 2024-06-30 | $10M | 175k | 57.06 |
| 2024-03-31 | $8.9M | 155k | 57.15 |
| 2023-12-31 | $8.4M | 149k | 56.03 |
| 2023-09-30 | $7.1M | 131k | 54.27 |
| 2023-06-30 | $4.6M | 84k | 54.96 |