J P Morgan Exchange-traded F shares owned by Shum Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Shum Financial Group
from 13F filings
Historical chart of Shum Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Shum Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 8.4k | 57.10 |
| 2025-03-31 | $479k | 8.4k | 57.14 |
| 2024-12-31 | $484k | 8.4k | 57.80 |
| 2024-09-30 | $500k | 8.4k | 59.59 |
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