J P Morgan Exchange-traded F shares owned by RPg Family Wealth Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by RPg Family Wealth Advisory
from 13F filings
Historical chart of RPg Family Wealth Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by RPg Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 66k | 57.10 |
| 2025-06-30 | $3.7M | 66k | 56.85 |
| 2025-03-31 | $3.5M | 62k | 57.14 |
| 2024-12-31 | $3.2M | 55k | 57.92 |
| 2024-09-30 | $3.2M | 53k | 59.51 |
| 2024-06-30 | $2.8M | 50k | 56.68 |
| 2024-03-31 | $2.9M | 50k | 57.86 |
| 2023-12-31 | $2.7M | 50k | 55.41 |
| 2023-09-30 | $2.8M | 52k | 53.56 |
| 2023-06-30 | $2.8M | 50k | 55.33 |
| 2023-03-31 | $2.8M | 51k | 54.60 |
| 2022-12-31 | $2.7M | 50k | 55.06 |
| 2022-09-30 | $2.7M | 49k | 55.26 |
| 2022-06-30 | $2.7M | 48k | 55.46 |
| 2022-03-31 | $9.9k | 162 | 61.40 |
| 2021-12-31 | $10k | 162 | 63.65 |
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