J P Morgan Exchange-traded F shares owned by Silver Oak Securities
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Silver Oak Securities
from 13F filings
Historical chart of Silver Oak Securities 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 Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in J P Morgan Exchange-traded F by Silver Oak Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 49k | 57.10 |
| 2025-06-30 | $2.8M | 49k | 56.85 |
| 2025-03-31 | $3.3M | 58k | 56.68 |
| 2024-12-31 | $3.2M | 55k | 57.96 |
| 2024-09-30 | $2.9M | 49k | 59.41 |
| 2024-06-30 | $2.5M | 44k | 56.68 |
| 2024-03-31 | $2.6M | 44k | 57.86 |
| 2023-12-31 | $2.6M | 47k | 54.98 |
| 2023-09-30 | $1.4M | 25k | 55.32 |
| 2023-06-30 | $1.4M | 25k | 55.32 |
| 2023-03-31 | $1.1M | 20k | 54.62 |
| 2022-12-31 | $699k | 13k | 54.47 |
| 2022-09-30 | $415k | 8.1k | 51.24 |
| 2022-06-30 | $212k | 3.8k | 56.41 |
| 2022-03-31 | $2.8M | 45k | 61.49 |