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J P Morgan Exchange-traded F shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth 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 Rsm Us Wealth 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 286k 57.10
2025-06-30 $11M 194k 56.85
2025-03-31 $12M 205k 57.14
2024-12-31 $7.2M 125k 57.96
2024-09-30 $1.4M 23k 59.54
2024-06-30 $759k 14k 56.19