J P Morgan Exchange-traded F shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 41k | 57.10 |
| 2025-06-30 | $2.3M | 40k | 56.85 |
| 2025-03-31 | $2.2M | 39k | 57.14 |
| 2024-12-31 | $1.7M | 30k | 57.53 |
| 2024-09-30 | $1.8M | 30k | 59.51 |
| 2024-06-30 | $1.7M | 30k | 56.68 |
| 2024-03-31 | $1.8M | 31k | 57.86 |
| 2023-12-31 | $1.7M | 31k | 54.98 |
| 2023-09-30 | $1.6M | 31k | 53.56 |
| 2023-06-30 | $1.8M | 32k | 55.33 |
| 2023-03-31 | $1.6M | 29k | 54.60 |
| 2022-12-31 | $348k | 6.4k | 54.49 |
| 2022-09-30 | $237k | 4.6k | 51.30 |
More positions owned by Sheets Smith Wealth Management
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