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J P Morgan Exchange-traded F shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 171k 59.51
2024-06-30 $9.0M 159k 56.68
2024-03-31 $9.0M 156k 57.86
2023-12-31 $8.4M 153k 54.98